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
- 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.
You can provide the default approver emails if you know who they are.
Three types of approval processes:
Option 1: Direct Approval via the web (login is required)
Option 2: Email 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.
“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”