01. PO Creation in WorkflowMax with EzzyBills

EzzyBills simplifies the process of creating Purchase Orders (POs) in WorkflowMax (WFM). With its seamless integration, EzzyBills can automatically generate POs from your bills, ensuring accurate and efficient job management.

The WFM PO creation workflow is the default workflow when you sign up a new EzzyBills account & choose WorkflowMax to integrate with. (screenshot of this workflow)

How does this feature work?

(i) Upload Your Bill:

• Go to the Dashboard in EzzyBills and upload a bill from your computer, or email it to your unique EzzyBills email address.
• After the bill is uploaded, EzzyBills will automatically extract the relevant data. A new document tile will appear on the Dashboard.

(ii) Approve and Select Job:

• In the Link column, click the Approve button, then select the job you want to associate with the PO.

• On the approval screen, choose a job from the Job Tracking field (populated from WFM). Modify any invoice details if needed, then click Approve.

You can export the PO as either an Issued PO (which is the default behavior, meaning that the PO is finalized and ready for use) or a Draft PO (to enable this, you will need to use this setting on the task “WorkflowMax Export” – screenshot).

The document will then be exported to WorkflowMax as a new “purchase order.”

• You will be able to find this purchase order in your WFM, under “Business > Purchase Order”.
• Or in EzzyBills, click the WorkflowMax link for the bill to take you directly to the PO in WFM if you have already logged in.