| Sync Type: Full Sync | Integration Type: Cloud Link |
Zahara lets you enjoy all the perks of Xero, while bringing on invoice automation and purchase order control.
Your finance team will be able to raise purchase requests and purchase orders that go out to suppliers automatically, with approval. You can receipt the delivery, and Zahara will automatically record and match the invoice and purchase order. You can rest assured that any anomalies will flagged for you. This process gives you a full audit trail, and the 3-way matching means you’ll never end up paying a duplicate invoice ever again. Once that’s all been processed, the invoice will be sent over to Xero with no effort on your part. Every step of the way you can customise levels of control and visibility, so there are no unexpected purchases.
Find out more about Xero invoice approval workflows.
Our Xero purchase order system integration allows you to instantly pull in all your suppliers, accounts codes, cost codes (tracks) and your tax codes straight into Zahara. Most importantly, you can also post your invoices from Zahara straight back to Xero fully approved. You get better buying with Zahara and Xero fused together. With Zahara you have best of breed approvals workflows together with amazing OCR invoice recognition (with line items) all included in the one application.
Your staff can have a Zahara account and place purchase requests. These can be approved by email and the purchase order sent onto the supplier. Deliveries can then be easily receipted. Once the invoice is received into Zahara, the invoice can be matched, approved and then exported into Xero. It is only the Invoice was pass over to Xero. The most impressive part here is you can run GRNI reports and see the order invoice balance with multiple invoices recorded against the order.
The finance team have an immediate visual of all spend as it’s being made – even at trade counters using the Zahara mobile app. Invoice processing becomes faster and easier – invoices can be emailed directly into Zahara. There will be invoices in Zahara but not in Xero but that’s ok because you can run off reports at month end for accruals.
Xero is used widely in job centric businesses like events. Zahara’s projects can be used for the allocation of spend for your different projects. You can create project budgets with granularity like consumables, people, and hire. Whatever you need, you can set expected spend up front and get alerted when the buyers start spending close or over the Budget limit.
Zahara was designed with Xero in mind. We have all the coding you need to create invoices in Xero exactly the way you need them. We have Projects and Cost Codes which can renamed to suit and align with Tracking categories.
With Zahara’s mobile app, your buyers can buy out in the field. We have a neat solution for trade-counter purchases as well. They can generate a PO number and then photograph the collection note, so Finance have an immediate visual of expected invoices. You can also have your teams receipt deliveries by easily photographing the GRN.
Using Zahara’s mobile app and dedicated Expenses section, staff expense claims can be created together with receipt capture – and then submited for dedicated expense approvals.
Why would we go with Zahara over Dext or Approval Max?
In short, Zahara is effectively like Dext and Approval Max in one app. We’ve been in the game for such a long time and have added so many features over the years that there isn’t much you can’t do with Zahara. Because Zahara is so infinitely customisable, you can tailor the app towards your needs.
Oh, and our OCR also reads invoices by line item!
Why have I not heard of you?
You have now! We’ve been around since 2016 and have been providing AP software to companies like Lush and British Airways for years. You may catch us at the Digital Accountancy Show and Accountex when they roll around each year, do come and say hi!
Who uses Zahara?
In the Xero world, it tends to be the bigger users. Those that require controls over the buying process because they are now experiencing rapid growth. Our customers tend to be services based or not for profits, people working in industries like construction, charities, hospitality.
