Exporting Invoices - Controlling permissions
You can control who can export invoices. Without this permission, the export button will not appear.
To do this, go to Business > Settings > Validation and page down to the section shown below. Choose the people in the list. You can multiple select people using the Control key and clicking. Now save your changes.
To appear in this list, the user needs the Finance and Admin role. To provide these roles, head to Admin & Settings and over on the right-hand side, expand the Divisions, find the user and put a tick in the column for these roles, as shown below. You will need the Tenancy Admin permission to get to this section.
Invoice export icons - colour codes
When you export an invoice from Zahara, we will show an export icon based on your set up. The three colours are: Green – exported successfully Yellow – exported awaiting confirmation Red – exported issue reported Your export settings are in Business ...
Invoices List - Zahara 3
Invoices List The 'Invoices List' in Zahara 3 is where you'll find all the invoices associated to the business unit you're logged in to. To access the list select 'Documents' in the main menu, from there choose 'Invoices (beta)'. This will take you ...
Invoices Inbox & Built-in OCR (Optical Character Recognition)
Invoices Inbox Permissions To have access to the Invoice Inbox, you need to have full permissions for invoices - create, edit, delete and view. You must also have the "Finance" or "Admin" role in every division of one or more Business Units or to ...
Permissions & Roles
Admin > Settings > User Membership Individual Permission Sets Each user can have their permissions individually tailored for their entire Zahara access. You achieve and edit this by clicking their name in the user section to get to the options shown ...
Quickbooks - importing invoices using IIF Format
You can export your invoices from Zahara into QuickBooks using the built-in IIF files format. To do this, you go to Business > Settings> Integrations and choose “QuickBooks Desktop” Now select your invoices in Zahara and click the Export button. You ...