Zahara Integrations

Access Deimension

Zahara is a complete platform for accounts payable and enables a purchase to pay process. We have a basic integration with Access which allows invoices recorded in Zahara to be exported over to Access when approved or ready. This means you can use all of the power of Zahara together with your existing accounts system.

You would then use the Access Excel import module to import our specific file into Access. Our import file was developed for a large Facilities Management company in the UK who use Zahara to control and manage head group spend.

If you are an Access user and you are interested in complimenting your existing ERP with our cloud-based software pleases talk to sales

    • Purchase requests are raised in Zahara and route into multi-step approvals
    • Suppliers receive a Purchase Order PDF automatically
    • Finance can accrue for orders raised and not receipted or missing invoices
    • Staff can receipt deliveries easily on the Zahara mobile app
    • Invoices can be emailed directly into Zahara and accurately machine-read
    • Invoices and orders are matched, exceptions can route for approval
    • Approved invoices export into Exchequer automatically together with the PDF

Better buying starts with Zahara

Your staff can have a Zahara account and place purchase requests. These can be approved by email and the purchase order sent onto the supplier. Deliveries can then be easily receipted. Once the invoice is received into Zahara, the invoice can be matched, approved and then exported into Access. It is only the Invoice was pass over to Access.

How it works – Finance team

The finance team have an immediate visual of all spend as it’s being made – even at trade counters using the Zahara app. Invoice processing becomes faster and easier – invoices can be emailed directly into Zahara. There will be invoices in Zahara but not in Access but that’s ok because you can run off reports at month end for accruals.

Projects and Jobs

Access is used widely in job centric businesses like construction. Zahara’s projects can be used for the allocation of spend for your different jobs. You can create project budgets with granularity like materials, labour, and hire. Whatever you need, you can set expected spend up front and get alerted when the buyers start spending close or over the Budget limit.

How it works – Not for Profits

We also have a handler for ‘Not for Profits’ where you can buy true and specify the VAT. When it comes to exporting the invoice, we can “Gross Up” which is our way of converting the invoice to include VAT with the specified T9 tax code.

Mobile Buying

With Zahara’s mobile app, your buyers can buy out in the field. We have a neat solution for trade-counter purchases as well. They can generate a PO number and then photograph the collection note, so Finance have an immediate visual of expected invoices. You can also have your teams receipt deliveries easily vy photographing the GRN.

Ready to improve your workflow?

Contact a member of our team today and see how we can
integrate Quickbooks Online with Zahara.