Training Guide

Training Guide

Zahara has a lot of functionality you can use but here are the master articles to help you get the best from it quickly: 

  1. 30 Minute Setup Guide 
  2. Business Structure 
  3. Managing suppliers and Products
  4. Understanding Purchase Orders
  5. Understanding Workflows
  6. Invoice Processing
  7. Understanding users & permissions
  8. Understanding Projects 
  9. Understanding Budgets

Overview Video: 

    • Related Articles

    • Zahara Planning Guide

      Planning Guide  This guide is designed to help you plan your roll out of Zahara. It explains principles and has a matrix of the different elements of Zahara. Click the link below in blue to download the PDF.  Zahara Planning Guide The biggest ...
    • 30 Minute Setup Guide

      Overview This guide is for those taking a trial and wanting to hit the ground running. Menus The Business menu is where you configure and setup your business The Admin menu is for creating new Businesses (Business Units) and for managing your users ...
    • Sage 50 SmartSync

      SmartSync Explained  SmartSync is an on-premise tool that can sit between Zahara, Sage & SmartInvoice. The diagram below explains how this works:  SmartSync will not only sync suppliers and coding from Sage, it will also listen for new invoices ...
    • Create a New Business Unit

      Admin > Settings > Create Business Unit As part of your sign-up, you will create your first Business Unit. We think of these as separate companies or separate Business Units. Example, you are a Care Home provider. You have the same divisions – ...
    • Cost Codes

      Business > Cost Codes Cost codes are totally arbitrary but allow you to further allocate your spend. You have your ledger code – say “5050 – Stationary” but in addition you could have cost codes for Paper, Pens, Envelopes, etc. You can create what ...