02. Assign Invoices to Projects in WorkGuru

If you’ve processed invoices or receipts using EzzyBills, you can easily bring them into WorkGuru and assign them to specific projects, following steps below.

Go to the Project Assignment Page

• Log in WorkGuru. Go to Integration > EzzyBills. Click the EzzyBills (Screenshot).
• Click “Match Invoices from EzzyBills” (screenshot below)

View and Assign Projects

After clicking the “Match Invoices from EzzyBills” button, a list of invoices will appear. This screen below shows all invoices that haven’t been assigned to a project yet.

• In the “Project to Match” column, click the dropdown to select a project for each invoice. Click “Assign to the Project” button.

If the assignment is successful, a confirmation message “Invoice Mapped Successfully” will appear at the bottom-right corner.

Skip Unnecessary Invoices

If there are invoices or receipts that you don’t need in WorkGuru, you can clean up your list by clicking “Skip this Invoice.” (Screenshot).

Restore Skipped Invoices

• Made a mistake? No problem! If you accidentally skipped an invoice, just click “Show Skipped Invoices.”
• You’ll see a list of invoices you’ve skipped. From there, click “UnSkip this Invoice” to bring it back and assign it to a project.