Zahara's key strength is the ability to create simple or incredibly sophisticated invoice approval workflows in just a few minutes. We have a range of conditions and rules that can be applied to each step to engage the right people in your organisation.
You can choose when an invoice flows through to the finance system automatically and when it needs human intervention. It's easy to create or adapt rules per supplier, based on value or based on the budget holders. We accommodate every scenario so out-of-the-box Zahara is up and running with minimum effort.
As an organisation increases in size, there is a need to add more control on company spend. Making sure your buyers are buying from the right suppliers at the right price. You can achieve this easily when you introduce approval workflows. Managers can easily approve or reject invoices and business leaders can have a complete visibility of all spend not yet showing on the Purchase Ledger. Front-end loading the buying process with requisitions is also possible with Zahara's friendly PO module.
When Approval workflows are used for purchase requests, Accounts Payable Automation can be facilitated more easily. When fully-embraced and purchase orders are used, the validation or authorisation is front-end loaded. This means purchases are approved and coded accurately before the delivery. When their invoice arrives, it can be expedited through to your finance system for a payment run.
Yes that's one of the key uses of Zahara's multi-step approval workflows.
The buyer creates a purchase request. This can be attached to a multi-step workflow. The outcome from this could be approval in which case a purchase order could be sent to the supplier. You have a choice of using the original requisition number or a new second sequential number purely for the Purchase Order.
Yes, invoices can be exported into any of the finance systems we integrate with like MYOB, Xero and QuickBooks Online.
Approval workflows can involve more than one approver. This is what we mean by multi-step. Perhaps a department head approves and then a general manager and then a director. But perhaps we only involve these additional people under certain conditions - like the price being above a threshold.
We support group approvals where one person from a group can approve with a few options on how we select the right person.
Yes. We put approve and reject buttons in the email.
Yes. The mobile app allows approvals of purchases and invoices and displays line item details.
Yes you can set to send an approval reminder email on a schedule to suit - i.e.. daily at 8am.
Yes very easily. We have two key lists - invoices and orders and you can see from these the approval status
For approvals? You won't need it. It's very easy. We never overwhelm a user.
You sure can. Our reporting section can be used by authorised users to run off a list of things awaiting approval.
