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EzzyBills User Guide

02.1 Fill an empty PO with items from invoices

How it works?

  1. EzzyBills will fill the PO with all the lines on the bill (creating the item codes if they are missing and the default item code=”AUTO”) (see note 1 below)
  2. EzzyBills will then receipt in all the bill lines. The bill is attached to the receipt in Simpro. The PO will stay open.
  3. You can upload more bills associated with the same PO. The steps 1 and 2 above will repeat (see note 2 and note 2 below)
  4. (Eventually, the PO will need to be closed manually by you.)

Screenshots

(Screenshot 1 below: a PO that has been created in Simpro,  but no lines were added to the PO)

(Screenshot 2 below: New completed PO  – EzzyBills filled the PO with line data from the bills )

Screenshot 3 below: a receipt created by EzzyBills 

Screenshot 4 below: the bill file was sent by EzzyBills to simPRo as an attachment to the receipt

Screenshot 5 below: EzzyBills Log indicate the item code was created (3rd last line below)

Additional Notes

Note 1: When receipt an empty PO for the first time, EzzyBills will set the PO status: Auto Adjust as “OFF”. This way, the PO will not be closed after the first invoice. It will allow multiple invoices to be processed against the same PO – see step 3 below.
Note 2: in the “Private Notes” field for the PO, we will write a note containing the EzzyBills DocID number for the bill, and the phrase: “EB:APPEND” (see screenshot below). With this, EzzyBills will know in the future that this was an empty PO and we can receipt multiple bills to this PO.

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