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Procurement Management
Using Zahara
Key Benefits
 Raise purchase requests and control spend using approvals
 Dashboards show what’s approved, what’s rejected and what’s waiting
 Fast access to documents like Purchase Requisitions and Invoices
 Customisable approval processes improve business efficiency
 Cloud-based so nothing to install, available to all from any device
 Department budgets help control spend and add visibility
Key Features
 Create unlimited Business Units & Departments
 Import coding – ledger codes, tax codes, cost codes
 Setup projects and ring fence spend
 Setup users and permissions
 Create custom approvals for purchases and invoices
 Set home currency and date format
 Raise purchase requests and send to supplier on approval
 GRN process records quantities
 Easy invoice matching and invoice PDF saving
 Customisable templates for email and order
 API for system integration and data flow
Simple dashboards
Spend analysis
Integration with FileDirector
• Compliant document storage
• Advanced approval workflows
Easily raise a Purchase Request
Record and match invoices
 Upload a PDF
 Send for approval
 Export to account
Accounts integration
• Direct integration with Xero
• Planned integrations with QuickBooks Online & SAP Business ByDesign
Easy to setup and administer
Constant refinement and features
 Zahara is evolving globally
 New features and refinements added each month
 Goal to create a truly world-class purchase management system
Self help and full support

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Zahara Purchase Management overview

  • 2. Key Benefits  Raise purchase requests and control spend using approvals  Dashboards show what’s approved, what’s rejected and what’s waiting  Fast access to documents like Purchase Requisitions and Invoices  Customisable approval processes improve business efficiency  Cloud-based so nothing to install, available to all from any device  Department budgets help control spend and add visibility
  • 3. Key Features  Create unlimited Business Units & Departments  Import coding – ledger codes, tax codes, cost codes  Setup projects and ring fence spend  Setup users and permissions  Create custom approvals for purchases and invoices  Set home currency and date format  Raise purchase requests and send to supplier on approval  GRN process records quantities  Easy invoice matching and invoice PDF saving  Customisable templates for email and order  API for system integration and data flow
  • 6. Integration with FileDirector • Compliant document storage • Advanced approval workflows
  • 7. Easily raise a Purchase Request
  • 8. Record and match invoices  Upload a PDF  Send for approval  Export to account
  • 9. Accounts integration • Direct integration with Xero • Planned integrations with QuickBooks Online & SAP Business ByDesign
  • 10. Easy to setup and administer
  • 11. Constant refinement and features  Zahara is evolving globally  New features and refinements added each month  Goal to create a truly world-class purchase management system
  • 12. Self help and full support