Business Unit Category
Add an email signature
Coding Restrictions
Create new Business Unit
Custom Fields on Line Items
Customised labels
Date formating
Default delivery address
Division Management
Editing Email Templates
How to hide cost codes
Invoice email forwarding – Microsoft 365
SMTP & Email Sending
T&C on your PO Template
Invoice Processing Help Category
Auto reject supplier invoices
Auto rejecting of invoices issue
Finding an order or invoice
How to create a credit note
Invoice email forwarding – Microsoft 365
Invoice export colours
Invoice Inbox
Invoice List View
Invoice matching
Invoice Processing Explained
Month end cut offs
Negative Order Balance
Setting up Autopilot
Supplier Matching
Waiting for a GRN
Purchase Orders Category
Adding a product to an order
Adding documents to an order
Bulk importing orders
Close Orders Automatically
Closing an order
Copy PO to Buyer
Creating a Purchase Order
Deleting a PO
Duplicate Order Prevention
Editing an order
Finding an order or invoice
GRN an order
Grouped Purchase Orders
Import Line Items
Negative Order Balance
PO Template Editing
Purchase Order Numbering
Purchase Order PDF
Purchase Order Prefix
Purchase Requisition Number
Quick Create a Purchase Order
Send PO to Supplier
Supplier order acceptance
What is a purchase order?
We get asked regularly about disaster recovery and having access to your data in the event of a serious outage of Zahara. This is often a compliance requirement to ensure that you have visibility of the financial records you are creating in Zahara. There are several ways to achieve this goal. You can transactionally achieve this by using Zapier. Whether you want your Purchase Order line items or the PDF of any invoices created, Zapier allows you to wait for events in Zahara and then have the data stored or populated in a destination of your choice. As an example, the PDF of any invoice created could be stored in a DropBox or OneDrive folder.
In addition, we have a separate database that is populated nightly. This premium feature can be enabled for you subject to additional charges. You can connect to this data in different applications like Excel or PowerBI. The data is usually used for reporting purposes but can equally be used for Disaster Recovery purposes. We can provide you with a password-protected Spreadsheet that is pre-connected to your data. The data is specifically:
There are additional tables that can be connected as well including Suppliers. A spreadsheet would require manually refreshing but applications like Microsoft PowerBI can be set to sync the data on a schedule. You then have a permanent copy of your data that is accessible outside of Zahara.
Please discuss this with customer success should you wish to know the pricing. To find out more, read the specific help article on the reporting API.
