Attaching Documents to a Purchase Order in MYOB via EzzyBills

MYOB does not currently support direct document attachments to purchase orders. However, you can achieve the same outcome by inserting a document link in the Notes field of the purchase order. This guide walks you through setting up a custom EzzyBills workflow called myob_attachment to automate this process.

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Step 1: Create the myob_attachment Workflow

1. Open EzzyBills and navigate to the Workflows.
2. Create a new custom workflow named myob_attachment.
3. Refer to the visual structure in the provided screenshot and replicate the same flow in your editor.

Step 2: Configure the ‘Start’ Task

1. Double click on the Start task.
2. Scroll down and find Settings.
3. Insert the following JSON configuration:

{
  "state": 101,
  "keywords": [
    {
      "name": "ExportTarget",
      "value": "2"
    }
  ]
}

Step 3: Configure the ‘Extract’ Task

1. Select the Extract task in your workflow.
2. In the Settings, set the Document Type to Purchase.

Step 4: Finalize the Workflow

Once the above configurations are in place, you’ve successfully created the myob_attachment workflow. This will enable you to automatically link documents to MYOB purchase orders via a URL in the Notes field.

Step 5: Upload Attachments

You can now begin uploading attachments using the new workflow:

• If myob_attachment is set as the default workflow, simply upload files as usual.
• If it is not the default workflow:
  1. Click Advanced Upload in the top-right corner of the EzzyBills dashboard.
  2. Select the workflow myob_attachment.
  3. Upload your document.

This ensures the document follows the correct workflow and ends up linked to the corresponding purchase order in MYOB.

After uploading the attachment, check the logs. You will see in the log that the attachment was successfully created as a link in the MYOB notes

Attachments are now successfully added to the MYOB notes.

Checklist:

• ✅ Ensure EzzyBills is connected to MYOB:
  • Navigate to Apps > Select MYOB > Click Test Connection to verify integration.

• ✅ Purchase Order Matching:
  • Ensure that the purchase order number in the invoice matches the one in MYOB during the approval process.