The latest release of Zahara has been issued with numerous bug fixes and the following new features or changes.
Game Changer - Batch Invoice create
We have introduced batch creation of invoices in the new Zahara 3 Inbox. If you aren't using our built-in OCR, please ask the team to give you an overview. Now you can batch create invoices with just a few clicks. Tick one or more invoices and click create. That's it! It's really important though that you trust the recognition for the suppliers and you have all the defaults set as well in the supplier record. Batch creation is ideal for trusted suppliers with no order and for invoices that 100% match the order. Using the numerous available fields in the V3 inbox you should be able to see very clearly if an invoice and order match.
Project Manager Placeholder
There is now a new placeholder for {project_manager} and {project_description} that can be used in your PO template and your emails,
Re Run Workflow on Edit of a Custom Field
We have now added custom fields to the list of available options for re running a workflow on an edit. You can find these settings in Business > Settings > Workflow
MYOB Integration
We have changed the MYOB supplier sync to allow the importing of 'individuals' set as suppliers in MYOB to also arrive in Zahara along with Businesses.
Invoice Inbox - Order display
When creating an invoice in the V3 inbox, if the invoice related to an order, we would display the order. We now display the order with the price alongside so you can see instantly whether the order matches the invoice.
Invoice Inbox - Rotate Pages
No need to rotate your head any longer. We have added a rotate button to the page viewer.
Template Editing - Upgrade to Tiny MCE
Tiny has been nagging us for a few weeks now. We have done the upgrade. No more nagging (Business > Settings > Templates)
Budget Committal
At last. We have changed this so budget can be committed on create. Currently you have a choice of "send to supplier" and "On Approval". Now you can set it to "On Create" which means the budget is decreased as soon as the purchase order is created.
Multi-Grouped invoice export
We have changed the functionality of the multi-grouped invoices so that an invoice only exports once all of the lines have been approved. It was possible to have only approved lines exporting causing issues. (Multi-grouped is when the Division is set on each line item therefore the invoice can go off for multiple concurrent approvals)
Multi-Grouped Order - Send to Supplier
The same as above we have changed this to hold the "send to supplier" step to wait for all lines to be approved.