Multi-step approvals

Flexible rules-based approval conditions
Have multiple people approve sequentially
Send documents to a group - first ones approves
Have invoices or orders coded as part of the workflow
Approve by email, mobile or desktop

Zahara's key strength is the ability to create simple or incredibly sophisticated approval workflows in minutes. We have a range of conditions and rules that can be applied to each step to engage the right people in your organisation.

Approval workflows can be created for purchase orders (requests to buy that can be turned into purchase orders) and vendor invoices. The workflows can engage users for an approve / reject outcome but also to include steps such as sending a PO to a vendor or exporting an invoice into a finance system.

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Save money using control and process

As an organisation increases in size, there is a need to add more control on company spend. Making sure your buyers are buying from the right vendors at the right price. You can achieve this easily when you introduce purchase requisition workflows. Managers can easily approve or reject spend requests and business leaders can have a complete visibility of all spend not yet showing on the Purchase Ledger.

Buy Better. Buy Smarter.

When Approval workflows are used for purchase requests, Accounts Payable Automation can be facilitated more easily. When fully-embraced and purchase orders are used, the validation or authorisation is front-end loaded. This means purchases are approved and coded accurately before the vendor delivers. When their invoice arrives, it can be expedited through to your finance system for a vendor payment run.

Multi-step approvals to engage the right personnel
Approval reminders Keep colleagues engaged
Send PO's to vendors automatically or conditionally
Easily code or mark-up approval requests
Every action is recorded with a full audit-trail

AP Automation without the hassle

Every organisation has a process for paying their vendors. Zahara is designed to take this to the next level and to turbo charge the process without the friction. We can read the invoices and process them in seconds but more importantly we can use our rules to determine which invoices need to go for approval and which ones are pre-approved and ready to pay. Approved invoice can be exported to the finance system and queried invoices can be held back and accrued.

Invoice approvals by email, dashboard or mobile app
Only approve purchase order exceptions
Use Zahara's rules and logic for automated routing
Force the coding of invoices by approvers
Route separate line items to different approvers
Clearly see whats approved or waiting
Export invoices automatically to accounts on approval - see our integrations

Zahara Workflow Features

Workflow Steps

Purchase Order Approval
Invoice Approval
Group Approvals
Export Invoices
Send Purchase Order to a vendor
Hold invoice for GRN
Export Document to FileDirector
Change a Field Value
Convert order to Invoice

Workflow Conditions

Value of the document (excluding tax)
Value of the document (including tax)
vendor Name
vendor Type
Document Originator
Custom Field Value
Project Code
Order invoice difference
Invoice exceeds order
Budget Status

Purchase Orders

Control costs with Purchase Orders. Buy whats approved.

Approvals

Multi-step approval workflows mean all spend is authorised

Payments

Faster approved vendor
payments with less friction

Invoice Processing

Faster invoice processing. No needles data entry.

Multi-step approvals

Zahara has been used globally across these sectors

We integrate with these popular finance systems