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

2. 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 & QuickBooks
Export invoice data files for other systems – CSV, XML, Excel
Reporting & Spend analysis

3. 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

4. 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
SmartInvoice addon for scanning vendor invoices
FileDirector addon for document management

5. 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 & s
User management, roles & permissions
Purchase approval workflows
Invoice approval workflows

6. Functionality Create purchases requests
Multi-step approvals by or portal
Price-check buying - iBuy
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

7. 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 the threshold for an invoice / order difference approval
Delegation for absence and fraud prevention

8. 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

9. Invoices Record supplier invoices with PDF’s
Record invoices directly from SmartInvoice (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 & QuickBooks Online
Export invoices to XML / XLS / CSV

10. 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 on- premise tools

11. Analysis
Visual graphs of spend analysis

12. Coming soon Employee expenses API 2.0 – full Soap / Restful Api
Group approvals
Mobile app
Point & Click OCR of invoice values in PDF
API 2.0 – full Soap / Restful Api
Coming soon

13. 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

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

15. About Zahara Designed and developed in UK by Click2Scan Ltd
Privately funded
Growing rapidly