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
AutoPilot is the ability to have supplier invoices arrive in the Zahara inbox, be accurately read and then sent out for approval or into a workflow that may result in a straight-through export into the finance system. This is automation at its best. To setup AutoPilot you simply need to edit the supplier record and set the supplier as Trusted.
It’s really simple. All you need to do is mark a supplier as being Trusted.
You need to be using the Zahara Inbox and you need to have invoice credits. You also need to have processed a few invoices from a supplier to know that the recognition is 100% accurate and that the coding used, the currency and the default division and therefore workflow is set correctly. Basically, if you never have to click anything apart from ‘Next’ and ‘Create’ for a given supplier, then you are ready to make the supplier Trusted and switch to automation.
There is a backstop though so we won’t create an invoice if certain things don’t make sense or there is an obvious problem with it. We want this to make your lives easier, so we recommend using it where you can, so you can concentrate on the more complex invoices.
You need to be using the Zahara Inbox and you need to have invoice credits. You also need to have processed a few invoices from a supplier to know that the recognition is 100% accurate and that the coding used, the currency and the default division and therefore workflow is set correctly. Basically, if you never have to click anything apart from ‘Next’ and ‘Create’ for a given supplier, then you are ready to make the supplier Trusted and switch to automation.
There is a backstop though so we won’t create an invoice if certain things don’t make sense or there is an obvious problem with it. We want this to make your lives easier, so we recommend using it where you can, so you can concentrate on the more complex invoices.
