04.1 Bill & PO match (PO must exist in MYOB)

If the PO must exist for the bills to be processed by EzzyBills, you need to 1) change the setting, and 2)set up a workflow that include the “check PO exist” task.

Note: the “Check PO Received” task is no longer used.

1. Change the settings to get PO number extracted

The same setting change is required as in https://www.ezzybills.com/user-guide/match-bills-with-po-myob/

2. Set up the workflow

1. Login to your EzzyBills account, click the “Workflows” in menu

2. Click New Workflow.

3. Click on “Create from Templates” and enter “myob” and choose “Myob PO Check Workflow” in the result. click “Create”.

Then back in the workflow main page, you will see this new workflow in the list. If all of your bills required this workflow, you will set it to be the “active” (default) one. Otherwise, leave as it. Use the upload email address to upload bills that requires this workflow, or use the “Advanced Upload” in the Dashboard.

What does the task do when EzzyBill processes a matching bill?

• Now, before we export a bill to MYOB we check to see if the PO exists in your MYOB.
• If PO does not exist or already converted to bill, then the bill will fail to export – you will see an error. To rectify, click “modify” link and enter the correct PO number and click “Save“, we will re-process it.
• EzzyBills will then change the PO status to be billed, and copy PO details to the bill created.
• In the Dashboard, you will see the matching PO number is noted (screenshot below).