Approvals

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.

To use,

• Tick the “Enable Approval Workflow” in the EzzyBills user Settings  (How to change EzzyBills user settings) and
• then “Save” the setting change.

You will have the option to choose one-level or two-level (2-people) approval process. Two-level approval process is a new feature – click the link to find out more.

EzzyBills supports two types of approval processes prior to exporting invoice data to your accounting package:

Option 1: Direct Approval

Option 2: Email Approval