00. Set up EzzyBills trial & Connect to WorkflowMax

Step 1: Setup an EzzyBills trial account

• Go to www.ezzybills.com and click Try EzzyBills for free. Follow the prompt to set up a user account, make sure you choose Integrate With WorkflowMax.

Step 2: Connect to WorlflowMax (WFM)

1.Go to Apps > “WorkflowMax” > click the button “Connect”

2.You will be redirected to the WFM login page. Enter your WFM username and password to login (if you are not already logged in).

3. WorkflowMax will prompt you to authorize EzzyBills to access your WFM data. In the “Select Organisation/Account” field, choose EzzyBills, then click Authorize.

4. After clicking Authorize, you will be redirected to the EzzyBills App page. There, you can see that WFM account is connected. You can also verify the connection by clicking Test Connection.

You’ve successfully connected your WFM account with EzzyBills. Upload your bills, and they’ll be processed into WFM account automatically.