Payments
Currencies Direct Setup and Settings
Introduction This article will explain the initial setup process, and a breakdown of the settings to configure the Currencies Direct integration, aimed at Tenancy Admins who are looking to get set up. If you are interested in enabling Currencies ...
The Payer Role
Introduction The Payer is the last role in the payment process. They are responsible for providing the final authentication for the payment to proceed. This is only available once the invoice has been fully approved via the invoice workflow in ...
The Approver Role
Introduction The Approver role is assigned to the users who will sign off on each invoice payment, as assigned by the Preparer. Viewing approvals There are several ways that the approver is alerted to invoice payments to be approved. The most ...
The Preparer Role
Introduction The Preparer’s job is to setup the payment approval process and commence the payment run. They will choose invoices to be paid, and select Approvers from the list of available payment approvers for the business to construct a workflow. ...
Currencies Direct Overview
Introduction You can fully process, approve and now pay for invoices, all without leaving Zahara! Our new collaboration with Currencies Direct allows your business to manage payments using an efficient new interface. This guide will demonstrate how ...