Generate a unique email address in Zahara or use Microsoft Flow or Zapier - all you need to do is have your invoices emailed into Zahara. You can even forward them. If you use Zahara for purchase orders, you can be very specific where you want your invoices sent, specifying the preferred address on the PO template.
Once in Zahara, the invoice is matched with the supplier using the email address - we handle forwarded emails and dig a bit deeper to find the correct supplier email address. Signatures and terms documents are removed so you can work with just the invoices. The invoice inbox is the place to find all the invoices that need processing. From here, you can quickly and easily process them.
With the invoice fully read and all fields populated, including line items, you just need to check it, make any adjustments and send it on it's way. If it matches a Purchase Order, InvoiceExpress will bring over the PO line items so it's all fully coded and pre-approved. Both PO and non-PO invoices can be easily processed in Zahara. The line items are coded based on your previous behaviours but you can easily override them. Invoices can now be sent for approval or exported into the accounts system / marked for payment.
Zahara world-class workflows platform can be used to route the invoices to the right person for approval. It could be no approval is required and the invoice simply needs to be paid. Approvers can approve directly from their emails or from Zahara's Individuals Approval Dashboards. Once approved, suppliers can be emailed and the invoice exported.
Seriously good. We are using an established OCR (optical character recognition) engine designed for invoices. All of the line-items are read as well.
You can add on a monthly quota - any amount you like - for GBP 0.35 per invoice - or you can buy a batch of invoices with the price coming down to GBP 0.10. Pricing is on this page and is always price per invoice - unlimited pages and line items
Yes very much so. It will read any invoice - with or without a purchase order on it.
No. It's virtual. You just need to get your invoices emailed in. The Robot works from home :)
If the supplier or you email in a PDF with say 10 invoices, we will separate them out. Similarly if you email in 10 separate PDFs in one email, we will process them as separate invoices.
No. Don't accept them is our advice.
It's virtually instant. Once the invoice is received into the inbox, it's read straight away. The most you can expect to wait is 30 seconds in peak times.
Yes. We will identify any Zahara PO Numbers and pre-select the PO when you come to process the order.
At this stage, the invoices require you to process them one by one - but that's now a case of clicking through them with minimal if any keying in.
Yes. The recognition engine we use is designed for different tax regimes so will work for Aus / NZ invoices as well as most English languages invoices.
Yes. We will attempt to read bank details and then compare with what's stored in the Suppliers record. We will flag up any anomalies as potential fraud.
Yes. If you scan in an invoice and save it as a PDF and then email it into Zahara it will get read. However, you could tell the supplier that you will only accept emailed invoices from now on to your specific address.
Yes. If you have suppliers sending in these formats, we will convert them to PDF and they will br read.