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?
Once connected to Xero in Business Settings > Integrations – you can map the Xero tracking categories to align with the most appropriate entity in Zahara.
You can set one of the tracking categories to align with Zahara’s projects. Projects are line item level – as you would expect – but provide the full functionality of a projects module. We recommend always using projects for actual projects where you can. However, Zahara’s project don’t actually align with Xero’s projects.
Once connected you can go to create projects in Zahara which will sync back as new tracks into Xero.
You can set one of the tracks to Zahara’s cost codes. Our cost codes are virtually an exact mirror of a Xero track. A line level select list that can have any value. If you set one of your tracks to cost codes, we will sync from Xero into Zahara.
If you need to change the mappings at any time, you can swap them over or adjust them. You will receive a warning. We will try to switch the mappings in a way that doesn’t create duplicates or orphans. This might include disabling child elements or deleting them so they can be pulled back from Xero. In this case, we treat Xero as the master source and would never delete anything in Xero.
