Business Units
Labels - customising Zahara
Zahara comes with pre-set labels for things like GL code, Cost Code & Projects. You can rename these to suit. Head to Business > Settings> Labelling. You will then see the following screen: Profiles First off, when you make any changes to the labels, ...
Tax Codes
Business > Tax Codes If you reclaim back your expenditure Taxes you may want to setup tax codes. We allow for as many Tax rates or Tax codes to be created as required. If you don’t reclaim your tax, you may want to set one code of Zero, with a 0% ...
SMTP & Email Sending
Zahara sends various emails – emails to your approvers, suppliers & users. By default we will send all emails from the @myzahara.net domain so please make sure any mail filters / spam filters you have “white-list” this domain. You can also set emails ...
Duplicate Order Prevention
Business > Settings > Validation Using some very clever logic, we have the ability to “suggest” to the person raising an order that this may be a duplicate. If enabled, similar orders are compared and the user alerted. This is a simple feature you ...
Nominal Codes
Business > Nominal Codes Often referred to a Ledger codes or Account codes, Nominal codes are the same thing to Zahara. This is an accounting term, to allocate your spend to the correct coding. Importing The first thing you might want to do is import ...
Formatting & Date Settings
Business Settings > Formatting You can set a date format for your Business Unit to US European ISO standard This is available in the Business>Settings>Formatting tab. The dates should then appear throughout in the format you choose for your business. ...
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 ...
Custom Fields
Custom Fields You can create custom fields for both Orders & Invoices – above the line items. We have plans to roll this functionality out though to other areas like line-items and suppliers. You can create multiple custom fields and use their ...
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 – ...