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?
How do I run reporting?
Reporting is found off the Admin menu – Admin > Reporting. If you cannot see this menu, you don’t have reporting enabled and your admin will need to adjust your permissions to allow you to use reporting.
Can I create custom reports?
Yes. We allow you to create a custom report based on a dataset that’s most suitable to you.
How do I get the reports back?
You create a report and apply any filters you require. Then you can have the report emailed to you. You can choose Excel or CSV format.
How long does it take for the reports to arrive?
This is variable depending on the overall Zahara community – it can be anything from immediately to 30 minutes or more depending on how large the dataset is and how busy Zahara is.
How does the filtering work?
The first filter you run is your time period. Every report has this as the first step. You can also click the “cogs” icon and create a filter – this could be a filter based on divisions or business units. You can save your settings as a profile and apply the same filter profile again – perhaps a project or say “Marketing”. You can then run the report based on the time period and this filter.
Are the reports limited in their number of lines?
Yes. We limit some reports. This is to avoid users running extremely long sets of data unnecessarily. Zahara is a cloud-based application. There are users all over the world and we need everyone to “Play nicely”.
Is the data always up to date?
Some of the reports are warehoused. This means the datasets are built every hour. When you run the reports they are then faster as we aren’t crunching data in real-time. The report will say if it’s warehoused. Most report datasets are updated every hour.
