You can create your own PO template to look exactly the way you want it. Your supplier can receive a crisp PDF with all of the information you choose and your own logo at the top. Using CSS and our place-holders there is nothing stopping you producing a professional PO template of your choice.
Zahara is all about approvals. When your approvals happen faster, suppliers can get paid faster or orders raised more easily. Whether that’s pre-spend approvals like a Purchase Requisition, or an actual supplier invoice, you can easily route a document through to the right people. You can quickly create multi-step approvals with numerous conditions to help you get the results you want. Our conditions include:
You can easily build your approval process so people are emailed or suppliers receive a copy of the purchase order once an approval is complete.
Approves can approve by email on their mobile devices without logging in or through the Zahara dashboard. You can schedule to send a reminder email to all your approvers as often as you like and approvers can see how they perform compared to their colleagues.
Regardless of where you are in the world – USA, Euro zone, UK or South Africa, we allow you to set your home currency and the default currency for each of your suppliers. When it comes to reporting, the figures are converted to your home currency, regardless of the currency your order or invoices are in. Each day we record the exchange rates so your orders are raised and linked to the value of the currency rate on that specific day.
If you are receiving goods against your orders, you can check them in using the GRN process. You can accept the order in full or specify part quantities. Once the order has been received in full, the order is complete.
Once the invoice comes in for your order, you can quickly and easily file the PDF away together with the invoice details. You will obviously want to cut down on any keying into your own accounts system you can export CSV files for batch importing transactions or use one of our pre-set integrations.
The key benefit here is a complete visual of the “purchase to pay” process – access to the order, access to any delivery information and a faster way of deciding whether a supplier invoice is valid. We hope the process compliments the way you do it at the moment, but it much more less-paper reliant.
You may only receive a couple of hundred invoices a month but still need to get them approved. Once in Zahara you can send a supplier invoice off for approval. We make the keying as easy as possible with as few keystrokes as required. Approvers can be selected from a list or you can create as many approval workflows as you need. Your approvers can approve on the go, on their phones, and you will have a neat dashboard showing all of the invoices that are “green”, approved and ready to pay, or “orange” pending or “red” in query. When your volumes exceed 400 – 500 invoices a month – you will want to introduce our OCR technology to intelligently read supplier invoices as explained below …
As part of an invoice approval process, you may require the approver to code the invoice. You can select a coding approval and request the approver code the invoice with the project code, cost code or ledger code. Or all three. Or which-ever you need.
As part of the document lifecycle, your suppliers will send you their invoice. Although you can record these invoices very quickly in Zahara, we also provide intelligent OCR software called SmartInvoice. SmartInvoice is Windows desktop software that will read and recognise an invoice matching it against any orders in Zahara. You can then post the invoice directly into Zahara, file it on your network and post it directly into accounts systems including Sage 50 (UK), Xero & QuickBooks Online. For other systems, your ERP / accounts vendors can easily pick up invoice data from a local database or a CSV / XML file. Sounds complicated? It’s not. It’s fast, easy and affordable.
With all of this information at your fingertips, you will want to be able to download reports on spend and exceptions. We have several useful reports and will ad more over time.
Zahara is designed for the larger enterprise but makes perfect sense for any small business. You can add as many users as you like and with our affordable pricing you can set up as many users as you need. You set roles and permissions and empower buying but police spend.