Paperless Approval for Expense Management 

When using EzzyBills Approval Process, your invoices will wait for your approval after EzzyBills extracts the data. After your approval, they will be then exported to your accounting package.

     – Option to login, or email approval

     – Work seamless with Xero, MYOB and QuickBooks


How to enable approval workflow

You will have the option to choose one-level or two-level (2-people) approval process.
You can provide the default approver emails if you know who they are.


Three types of approval processes: 

Option 1Direct Approval via the web (login is required)


Option 2Email Approval (login is not required – suitable for multiple-level approval)


Option 3: Setup List of Approvers in EzzyBills Settings for Email Approval – Find out more 

(1. It uses Upload Email Alias)  (2: It is for purposes such as for expense claim.)
(3. Example: Employee Expense Claim)


Buttons in Email Approval: 

Want to customize the buttons to use? Yes you can. Find out more

Approve: to approve.

The invoice will be then exported to your accounting package.

Reject: to reject.

The workflow ends. The invoice will not be exported to your accounting package.

Not for Me: to change approver.

Allow you to suggest another approver email and EzzyBills will email the new approver; or put the invoice back to the EzzyBills workflow to wait for be assigned to another approver.

More on “Not for Me”

Add Note” or “Modify“: Modify Invoice Data during Email Approval, including

  • modify invoice headers, or
  • add note, or
  • add additional attachment such as delivery docket, or
  • click “not for me”.

More on “Add Note” or “Modify”