Price Check Workflow (setup)

When executing the “Invoice Price Check” workflow task, the prices on your invoices will be compared with the price list that you uploaded to EzzyBills. It is only applicable to the invoice line where there is an item code.

II. Create a custom workflow to include “Invoice Price Check”

1. Login to EzzyBills. In navigation bar, click Workflow. Click New Workflow. Select the active workflow you want to Duplicate and click Create.

2. In Tasks search box, type in “Invoice Price Check” to search. click the result to add.

3. Drag the task “Invoice Price Check” and drop it between Extract and Xero export, or after Xero export.

4. Click Save to apply your changes. Optionally to rename, you can click “Rename”.

5. Click Save & Exit or go back to the workflow lists page. Click on the Down arrow in your workflow. Click Set as Active Workflow to make this active workflow.

II. Upload Your Pricelist

You need to upload your price list, following steps below:

1. Click the Setting icon in Invoice Price Check in the workflow.

You will see the Invoice Price Check settings below as well as an introduction. In the CSV file, your first column is “Part”, which are the item codes on the invoice.

2. Click Add/Update Prices. You will be redirected to the CSV File Manager page. You can add rows individually or import your CSV file.

If you click on Three Dot, you will see the import option. Click on Import. Now click or drag and drop your CSV file into the box.

3. Click Upload Price List.

Once you finished uploading the pricelist, Use My pricelist file will be automatically ticked.

4. Click Save.

The pricelist is now uploaded and will be used instead of the item code in your Xero account.

Need help?

• If you want to use this work task but is not familiar on modifying your workflow, you can email us at support@ezzydoc.com with the price list you want us to use in a .csv format.