Invoices
AutoPilot - Straight Through Processing
AutoPilot is the ability to have supplier invoices arrive in the Zahara inbox, be accurately read and then sent out for approval or into a workflow which may result in a straight through export into the finance system. This is automation at its ...
How to create email forwarding into Zahara - Office 365
Introduction When using the Zahara Invoice Inbox, you have the choice of telling your suppliers to send invoices directly into Zahara or you can setup forwarding of invoices from your existing email account(s) into Zahara. This article assumes you ...
Month end cut offs
This has been asked for by a number of customers and is on the face of it complicated so let's explain it. In Zahara we have one invoice Date - the actual invoice date. Obviously we know the date it's created but if the supplier dates the invoice on ...
Unapproved Purchase Order detection
Added as part of release 54 You can ensure that your team are not circumventing your approval processes by turning on "Unapproved Purchase Order detection". A determined user may ignore your purchase order approval process and place an order with ...
Invoice PDF saving using Zapier
Pre Requisites You will need a paid for account at Zapier - www.zapier.com Currently this starts at $19.99 per month. Create an account if you don't already have one. You will need the preview link for Zahara which is here: ...
Invoices Inbox & Built-in OCR (Optical Character Recognition)
Invoices Inbox Permissions To have access to the Invoice Inbox, you need to have full permissions for invoices - create, edit, delete and view. You must also have the "Finance" or "Admin" role in every division of one or more Business Units or to ...
Recording invoices
You can record an invoice in several different ways: Method Used for / Benefit From the + menu, click New Invoice Perfect for recording a standalone invoice. You can also link it it an order and import the line items from here. Documents > ...
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: ...
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 ...
Invoice export icons - colour codes
When you export an invoice from Zahara, we will show an export icon based on your set up. The three colours are: Green – exported successfully Yellow – exported awaiting confirmation Red – exported issue reported Your export settings are in Business ...
Finding an invoice
In Zahara speak, a document is a Purchase, an Invoice or a Purchase Requisition. So the question to answer here is how do you find them later on. Contextual Filtering First off you have respective document lists. Purchases Invoices Purchase ...
How to create a credit note
How to create a Credit Note A credit note can be created in Zahara by recording a negative invoice. Just add negative values. This is then recorded as a credit note and displays in the invoice list view.
Exporting Invoices - Controlling permissions
You can control who can export invoices. Without this permission, the export button will not appear. To do this, go to Business > Settings > Validation and page down to the section shown below. Choose the people in the list. You can multiple select ...