Cloudbased software to control and manage spend across

Cloud-based software to control and manage spend across an organisation, focusing on indirect or nonstock purchases.

What is Zahara A Purchase Management System Raise Purchase Requisitions & Purchase Orders Electronic approval solution – purchases & vendor invoices Receipt deliveries Record invoices and match to orders Export invoices to accounts automatically – Sage 50 (UK), Xero & Quick. Books Export invoice data files for other systems – CSV, XML, Excel Reporting & Spend analysis

Who uses Zahara Multi-site organisations Hospitality chains – restaurants, fast-food Schools & Academies Leisure industries Care providers Church groups Pharma’s “Zahara is for those organisations that don’t make stuff or put inventory on shelves. Its for the rest of us who provide services, that want buying to be better” Martin Peirce, CEO, Zahara

Background Updated every 3 – 4 weeks with new features Affordable monthly payments or discounted annual payment 3000 users around the world Growing rapidly 10% month on month growth API for external connectivity Zapier & Microsoft Flow support for event driven integrations Smart. Invoice addon for scanning vendor invoices File. Director addon for document management

Setup & Settings Business Units & Divisions Multi-currency Vendor & Products Management Departmental and Project Budgets General ledger & analysis codes Flexible settings per business unit Create custom fields for Purchases & Invoices Customisable templates for PO’s & Emails User management, roles & permissions Purchase approval workflows Invoice approval workflows

Functionality Create purchases requests Multi-step approvals by email or portal Price-check buying - i. Buy Send PO to vendor automatically Receipt orders & deliveries easily Record vendor invoices & match against orders Invoice Inbox – invoice attachments sent into Zahara Rules based invoice approvals Ad-hoc invoice approvals Invoice exporting to accounts / erp

Approval workflows Create multiple workflows Create multiple workflow steps Price Condition – add in more people for more expensive approvals Vendor Condition – Select approvers based on the vendor or type of vendor Budget Condition – Send for approval if budget breached Originator Condition – react to who is raising the order Custom Field Conditions – Create buying categories like Opex, Capex & Real Estate Invoice Difference – choose threshold for an invoice / order difference approval Delegation for absence and fraud prevention

Budgets Create Budgets for Departments or Projects Apply budgets to GL Codes or Cost Codes Create weekly, monthly, quarterly, yearly or indefinite budgets Enable spend prevention when budget breached Trigger approvals when budget breached Show budgets to buyers and approvers Report on budget spend

Invoices Record supplier invoices with PDF’s Record invoices directly from Smart. Invoice (Windows Desktop OCR software) Match against orders – see the balance Record one invoice against multiple orders Record one order against multiple-invoices Manually send invoices for approval Automatically trigger invoice approval on order / invoice difference Export invoices directly to Sage 50 Xero & Quick. Books Online Export invoices to XML / XLS / CSV

Reporting Generate lists of orders, invoices and approvals See what’s on order and still pending delivery See who’s doing what Accrue for costs Create custom reports Download transactions using onpremise tools

Analysis Visual graphs of spend analysis

API 2. 0 – full Soap / Restful Api Coming soon Point & Click OCR of invoice values in PDF Employee expenses Group approvals Mobile app

Setup & Training Self install use help & video tutorials Assisted 4 hours of remote guidance £ 500 Turn-key Everything done for you £ 1000+ based on scope

Pricing 3 packages based on users & volume – payable monthly or annually (2 month discount for annual payment) Unlimited license for 50+ users payable annually www. zaharasoftware. com/pricing

About Zahara Designed and developed in UK by Click 2 Scan Ltd Privately funded Growing rapidly