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? Our Guide for AP Professionals
The business settings area has been completely overhauled in line with the new look and feel of Zahara. We hope you find them easy and slick to navigate around. Here are some of the new features we have given you as part of this release:
Search – You can now use a search bar at the top of the business settings area to search for any setting you might want to change. Type invoice into the search, and we will show you the areas of business settings that contain the keyword. You can then choose the area and the key word will be highlighted on the page.
Parent/nested custom field lists – you can create custom fields that cascade on selection, meaning when one option is chosen, another set of options will become available in the next custom field. For example, if I choose BMW I get the options of 1 series, 2 series, etc in my next custom field. If I choose Ford, I get Mondeo, Escort, Fiesta in the field.
Notes section – this allows you space to store notes on the business settings, this also gives a history of the changes that have been made, which user made the changes and when.
Usability enhancements – generally Zahara 3 should be easier to use, some of the more helpful features in this release are help messages next to the settings, complete redesign of the templates area, you can now send test templates, and saving settings is easier.
Those are the main areas in this release. We always welcome feedback, so please get in touch if you have suggestions for us. The next area to be developed will be the coding lists.
