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
A release was made this weekend with the following:
Zahara 3 – Invoice Edit & View – The new Invoice Edit and View has been released. Now when viewing invoices in V3 you will see the Edit menu.
Zahara 3 invoice create – more user interface changes to speed up invoice create from the inbox. This incudes open panels line item panels and custom fields being pre-set.
New Trials – by default, all new Trials will get V3 Invoice Create & Suppliers.
Supplier Portal – Power Search is now removed for a Supplier portal user
Global Search V3 – supplier searches now go to the V3 supplier record.
New workflow Step – Approve / Reject – with the Workflow step of “change field to value” we have added in the approval status. This means you can now have workflows to auto reject and invoice sending the reason to the supplier. See this help article – automatic invoice rejection.
