Overview This guide is for those taking a trial and wanting to hit the ground running. Menus The Business menu is where you configure and setup your business The Admin menu is for creating new Businesses (Business Units) and for managing your users ...
There are essentially two ways to approve a document in Zahara, either from the website or from a link set in an approval email. If you are finding the approval process to be slow when approving from an email link, then it’s likely being caused by ...
Understanding approvals Approvals sit at the Division level and Divisions are designed to be flexible, but are really the natural groupings of people in your organisation. If you are a typical business with Marketing, Sales, HR then the Divisions ...
What are Ad Hoc Approvals? In Zahara you can create as many pre-determined Approval processes as you need – for purchases and for invoices. These rely on logic to determine who the approver is or indeed if the Purchase or Invoice needs to go for ...
Dashboard > Approver An approver can login and see all of the Orders waiting for approval as shown below. They can multiple select and batch Approve or Reject or click against individual PO Numbers to see the full Narrative. Once Approved or ...