Staging Data for Zahara If you are a Sage 50 user, one of the things you may want to do is export your Suppliers, Nominal Codes & Tax Codes. To do this, and to get the values we need in Zahara, we recommend you follow these simple steps: Suppliers ...
Line by Line Matching Balance You can match an order and invoice together in the usual way. You will now notice you can see the balance on each line. You can see this in both the Order and the invoice. Balance value in List Views There is a new ...
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 ...
Connecting to Xero You connect to Xero in Business > Settings > Integrations. Select Xero from the Select list Next click on the Connection icon on the right This will show the Xero connection screen and you will either select a company for the ...
Ok, so an approver has left gainful employment with you, and they have 20 documents waiting for their approval. What to do? Here's our advice. Change their password in Tenancy > Admin and get the new employee to login as them or you login and ...