Related Articles
FileDirector Overview
The video below gives you an overview of what FileDirector is and how it works. The important URL in the video is: https://cloud.filedirector.co.uk/
FileDirector workflow step
Setting Up The Workflow Step The video above explains all of this article as well. There is a workflow step to archive documents in FileDirector. File Director is a world-class document management system. To use this step you will need an on-premise ...
Download a PDF of your order
Documents > Purchase Orders > PO Number To get at the PDF of the order, find the order and click the down arrow button as shown below. This will download the PDF of the order. You can manually send this to your supplier if you don’t have a workflow ...
Email Attachment Processing
Email Attachment Processing Downloading emailed invoices SmartInvoice has a built-in email collector. You can connect to an IMAP email account and then automatically download attachment documents – PDF / Tif / JPG. There is no filtering though, You ...
Release 48
A new release of Zahara was published on Saturday with new features and bug fixes Xero We have extended our Xero functionality to include: Importing of Draft Invoices from Xero into Zahara. We are now "Receipt Bank" friendly. You can now setup Zahara ...