{"id":6059,"date":"2025-08-10T18:18:30","date_gmt":"2025-08-10T18:18:30","guid":{"rendered":"https:\/\/www.zaharasoftware.com\/?p=6059"},"modified":"2025-08-11T04:46:12","modified_gmt":"2025-08-11T04:46:12","slug":"zahara-approval-workflows","status":"publish","type":"post","link":"https:\/\/www.zaharasoftware.com\/approval-workflows\/zahara-approval-workflows\/","title":{"rendered":"Zahara Workflows"},"content":{"rendered":"<p><span data-contrast=\"none\">During setup and further into your Zahara journey, certain queries pop up most often. Our goal when we created Zahara was to create an infinitely customisable <a href=\"https:\/\/www.zaharasoftware.com\/approval-workflows\/zahara-workflows\/\">AP automation system<\/a>, and though incredibly useful in the early days, you can sometimes get lost.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-light-blue ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.zaharasoftware.com\/approval-workflows\/zahara-approval-workflows\/#6_most_common_workflow-related_questions_we_get_asked\" >6 most common workflow-related questions we get asked: \u00a0<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.zaharasoftware.com\/approval-workflows\/zahara-approval-workflows\/#1_%e2%80%9chow_do_we_set_conditions%e2%80%9d\" >1) &#8220;How do we set conditions?&#8221;\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.zaharasoftware.com\/approval-workflows\/zahara-approval-workflows\/#2_%e2%80%9chow_do_we_set_auto_workflow_andor_select_from_the_list%e2%80%9d\" >2) &#8220;How do we set auto workflow and\/or select from the list?&#8221;\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.zaharasoftware.com\/approval-workflows\/zahara-approval-workflows\/#3_%e2%80%9chow_do_we_set_ad-hoc_approvals%e2%80%9d\" >3) &#8220;How do we set Ad-Hoc approvals?&#8221;\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.zaharasoftware.com\/approval-workflows\/zahara-approval-workflows\/#4_%e2%80%9chow_do_we_set_up_group_approvals%e2%80%9d\" >4) &#8220;How do we set up group approvals?&#8221;\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.zaharasoftware.com\/approval-workflows\/zahara-approval-workflows\/#5_%e2%80%9chow_do_we_set_absence_and_delegates%e2%80%9d\" >5) &#8220;How do we set absence and delegates?&#8221;\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.zaharasoftware.com\/approval-workflows\/zahara-approval-workflows\/#6_%e2%80%9d_how_do_we_set_up_an_approval_reminder%e2%80%9d\" >6) &#8221; How do we set up an approval reminder?&#8221;\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.zaharasoftware.com\/approval-workflows\/zahara-approval-workflows\/#looks_like_youve_covered_a_lot_of_info_were_here_to_answer_any_questions_you_might_have\" >Looks like you&#8217;ve covered a lot of info. We&#8217;re here to answer any questions you might have.<\/a><\/li><\/ul><\/nav><\/div>\n\r\n<h2><span class=\"ez-toc-section\" id=\"6_most_common_workflow-related_questions_we_get_asked\"><\/span><span data-contrast=\"none\">6 most common workflow-related questions we get asked: <\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<h3><span class=\"ez-toc-section\" id=\"1_%e2%80%9chow_do_we_set_conditions%e2%80%9d\"><\/span><i><span data-contrast=\"none\">1) &#8220;How do we set conditions?&#8221;<\/span><\/i><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span data-contrast=\"none\">When creating a workflow, (by going to Business &gt; Settings &gt; Divisions &gt; Workflows), you will be presented with lots of variables to fully customise your workflow.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"2_%e2%80%9chow_do_we_set_auto_workflow_andor_select_from_the_list%e2%80%9d\"><\/span><i><span data-contrast=\"none\">2) &#8220;How do we set auto workflow and\/or select from the list?&#8221;<\/span><\/i><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span data-contrast=\"none\">If you\u2019re not an admin, your settings will already be automatic.\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"none\">If you have full permissions, you can choose from all available workflows from the drop-down. <\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"3_%e2%80%9chow_do_we_set_ad-hoc_approvals%e2%80%9d\"><\/span><i><span data-contrast=\"none\">3) &#8220;How do we set Ad-Hoc approvals?&#8221;<\/span><\/i><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span data-contrast=\"none\">Go to the Business menu, click \u2018settings\u2019, and then \u2018Workflows\u2019. Then, you can select the users who can send invoices for ad hoc approval. <\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"none\">Set the \u2018Reply to\u2019 address and the \u2018From address\u2019. Then change the subject to Ad Hoc Invoice Approval Request.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"4_%e2%80%9chow_do_we_set_up_group_approvals%e2%80%9d\"><\/span><i><span data-contrast=\"none\">4) &#8220;How do we set up group approvals?&#8221;<\/span><\/i><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span data-contrast=\"none\">Add a workflow step where you select \u2018Group Approvers\u2019. You will then be given the choice of three different settings:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"none\">Broadcast- Every approver in the workflow gets an email. Whoever gets there first can approve.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\r\n<p><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">Round Robin- Take turns to approve.\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"none\">Dynamic\u2014To determine who to send it to, we&#8217;ll consider who is the fastest approver, who is absent, and who has the fewest approvals to complete. <\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"5_%e2%80%9chow_do_we_set_absence_and_delegates%e2%80%9d\"><\/span><i><span data-contrast=\"none\">5) &#8220;How do we set absence and delegates?&#8221;<\/span><\/i><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span data-contrast=\"none\">Let\u2019s start with absences. First, click the \u2018help\u2019 icon (?), and scroll to absence settings. You can then enable the absence and set the days you\u2019ll be away.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"none\">To set delegates, go to the Business menu, click \u2018Settings\u2019, and then \u2018Purchase Orders\u2019. Then click the option \u2018Prevent users from approving their purchases\u2019.\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"none\">For example, if you want to stop the CEO from approving their own purchases, you could select the CFO as a delegate. <\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"6_%e2%80%9d_how_do_we_set_up_an_approval_reminder%e2%80%9d\"><\/span><i><span data-contrast=\"none\">6) &#8221; How do we set up an approval reminder?&#8221;<\/span><\/i><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span data-contrast=\"none\">Once again, go to the Business menu. Go to Settings and then Workflows. You\u2019ll find a button labelled \u2018Enable Digest Email\u2019\u2014just click it! You can customise the time of day and how often you receive these emails.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\r\n<p><span data-contrast=\"auto\">Hopefully, that\u2019s a couple of questions ticked off for you! What would you like us to focus on next time? We want you to get the absolute most out of Zahara and benefit from full functionality, so if there\u2019s any aspect you\u2019re unsure about, do leave us feedback in the comments, and we\u2019ll prepare the answers for next time. <\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\r\n<style>\r\n\t.testbox {\r\n    border-radius: 11.725px;\r\n    background: linear-gradient(89deg, #FF5C00 0.96%, #FFB800 113.64%);\r\n    box-shadow: 2.198px 2.931px 7.548px 0px rgba(0, 0, 0, 0.10);\r\n    display: flex;\r\n    padding: 11px 14px;\r\n    color: #fff;\r\n    align-items: center;\r\n    justify-content: center;\r\n}\r\n\t.ft18 {\r\n\t\tfont-size:18px!important;\r\n\t\tfont-weight: 400!important;\r\n\t}\r\n<\/style>\r\n<div class=\"testbox ft18 mt60 mb60\"><h2 class=\"pl10 pr20 mt10 mr20 fw300 ft18 text-center text-white\"><span class=\"ez-toc-section\" id=\"looks_like_youve_covered_a_lot_of_info_were_here_to_answer_any_questions_you_might_have\"><\/span>Looks like you&#8217;ve covered a lot of info. We&#8217;re here to answer any questions you might have.<span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n  <div> <a href=\"https:\/\/www.zaharasoftware.com\/book-a-demo\/\" class=\"btn btn-solid-blue\" role=\"button\">Schedule a Friendly Call<\/a><\/div>\r\n<\/div>\r\n","protected":false},"excerpt":{"rendered":"<p>During setup and further into your Zahara journey, certain queries pop up most often. Our goal when we created Zahara was to create an infinitely customisable AP automation system, and though incredibly useful in the early days, you can sometimes get lost.\u00a0 6 most common workflow-related questions we get asked: \u00a0 1) &#8220;How do we &hellip; <a href=\"https:\/\/www.zaharasoftware.com\/approval-workflows\/zahara-approval-workflows\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Zahara Workflows&#8221;<\/span><\/a><\/p>\n","protected":false},"author":10,"featured_media":6060,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"iawp_total_views":261,"footnotes":""},"categories":[11],"tags":[],"class_list":["post-6059","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-approval-workflows"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v27.0) - 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