WorkflowMax + EzzyBills
Automatic data feed to WorkflowMax with EzzyBills AI technology
Best data capture & approval APP for job and inventory management
Email bills or scan receipts to WorkflowMax
EzzyBills is seamlessly integrated with WorkflowMax (WFM). With just a few minutes needed to set up and connect to your WorkflowMax account, you are ready to upload bills from your desktop, forward emails, or scan receipts to EzzyBills using a scanner or our EzzyBills Mobile App. Our smart data scanning software will read invoice data and publish them to WorkflowMax. It’s effortless!
Upload Bills to WorkflowMax
Scan Receipts Directly to a Job
Expense Approval to WorkflowMax
What bill data are exported to WorkflowMax (WFM)?
- All key bills data, such as suppliers, invoice date, invoice number, item details, total amount and taxes.
- Bills to WFM as multi-line Purchase Orders.
- Bills to WFM as single-line or multi-line costs, linking each to a selected job or multiple jobs.
- Automatically attaches the source document to the relevant job in WFM.
- Easily process credit notes and export them to WFM.
Process Expenses Directly to a Job
- Process a bill as one line cost to a job.
- Process a bill as multi-line cost to a job.
- Scan paper receipts using our Mobile APP to a job. Never miss a receipt again.
Management Approval
Use EzzyBills’ approval workflows to get expenses approved before sending to WorkflowMax. Any number of approval steps are allowed, with each step able to be smartly customised based on your rules.
More Features for WorkflowMax Users
- Export items to WFM with customizable markup percentages.
- Customize GL Account and Job Lists for both WFM and Xero within EzzyBills.
- Export costs as non-billable in both single-line and multi-line workflows.
- Add a “Duplicate Check” task to your workflow to flag duplicate invoices by comparing them with previous uploads..
- Tax codes are automatically applied when creating Purchase Orders.
Trusted by thousands of companies across the globe
Thousands of companies are using EzzyBills to feed data into their job and inventory software. They have found EzzyBills to be a versatile and powerful software, suitable for all businesses, regardless of the industries they are in. Businesses love us for our simplicity and flexibility. Most of all, our automation. We meet your demands!
Start Your Free Trial Today
Get Help with Onboarding and Support
Full-feature Trial
All features are included in your trial. Experience the full power of EzzyBills.
Onboarding
We will gather your business processes and requirements, and set up workflows for you.
Phone/Email Support
Phone us, or email support@ezzydoc.com. We are here to help you automate.
Resources
Comprehensive EzzyBills User Guides are available on our website.