EzzyBills User Guide

11. Expense approval for simPRO users

Expense approval before exporting to simPRO is optional for simPRO users. You will need to modify the standard simPRO workflow to create a new workflow that include approval tasks.

I. Approval workflow options

For simRPO users, you can use

  • generic EzzyBills approval workflows, or
  • project manager approval workflow that is for simPRO only.

II. Generic EzzyBills approval workflow

Email to support@ezzydoc.com or call us, we will set up according to your company approval process.

III. Project Manager approval workflow

With this workflow, the approver is determined by EzzyBills looking up the job manager in simPro (under PO > JOB > Manager)

1. How to enable this?

  • Login EzzyBills, click Workflow top menu.
  • Click New. Choose the “Simpro Project Approval workflow”, click Create.
  • Choose the “Simpro Project Approval workflow”, click Switch to this workflow

2. How does it work?

  • When an invoice uploaded to EzzyBills, EzzyBills will read the PO number off the invoice. Then find this PO in simPRO and the job manager for this PO and his email address.
  • EzzyBills then email this job manager an approval request (job manager will then click a button on the email to approve, reject, or modify/approve).

Screenshot 1: a job in simPRO

Screenshot 2: a PO in simPRO, allocated to a job

Screenshot 3: EzzyBills Approval Email 

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