02.3 Check before exporting to Simpro

For Simpro users, you can now set up rules before exporting to Simpro.

• By default, all document are exported to Simpro automatically.
• Exception rules for manual approval/checking are provided below (current rules as of 5 October 2024)

To use the rules, you will need to modify the active workflow on your account, following the steps below

• Log in to your EzzyBills account, and click Workflow. Click “New Workflow” on the top right of your screen. Click “Duplicate Existing Workflows “, choose your active workflow to copy, and Create. Rename it if you wish.

• Add two additional tasks (“Check Before Export” and “Export Approved”) and connect as shown below. Click “Save”. If you want to set it as active workflow, click the Down arrow icon in the workflow list table row, and Click
  “set it as Active Workflow“.

• Click the Setting icon in the “Check Before Export” workflow task, you will see a list of rules that you can use.  Tick a rule you need, click the blue text for changing rules.