Invoice Matching

Invoice Matching

When recording an invoice, you can match it against an order. This means that the line items from the order can be imported saving you having to type them in.

Watch the video below to see how Invoice Matching works.

One very important thing to know: Zahara doesn't do line by line matching - we only do value matching. ie You ordered £2000 of goods and received £1500 - the balance is £500. We don't take into account where that difference is and on what line. You can GRN an invoice to show received quantities to assist. 

If you find you cannot record a second invoice against an order, with the message saying "its fully received" then turn off the feature in 
Business > Settings > Validations: 

    • Related Articles

    • Supplier Matching with Invoice Express

      How it works  If you use Invoice Express, the first part of the process is to match the supplier correctly. This is really important. It works like this 1. What email address has received the invoice - this matches the Business Unit  2. What email ...
    • Invoice upload failed - Total number of lines doesn't match

      SmartSync can occasionally fail to upload invoices from SmartSoft Invoice with the following message: "Invoice '447443' failed to upload to Zahara Total number of lines in table doesn't match total on invoice table: 12/04/2019 at 17:12" The main ...
    • Invoice Processing In Zahara

      Overview  In Zahara you can record two types of invoices - standalone and those that relate to a purchase order. There are several different ways of recording an invoice in Zahara and there are two applications you can use to scan / load invoices - ...
    • Invoice Coding Approvals

      There are times when you need your approvers to also code an invoice. Coding can include the Account code (ledger / nominal), the Cost Code or the Project code. You can create an approval set that requests / demands the user takes action. Edit your ...
    • Adhoc invoice approvals

      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 ...