3.0 Upload bills and receipts as Direct Costs in Procore

Overview

Automate data entry by sending bills and receipts from EzzyBills directly to your Procore Project Direct Costs.

Workflow Set Up

1. To create a Procore Direct Cost Workflow, go to the left-side menu in EzzyBills and click Workflows. Click New Workflow in the upper-right corner, then select Create Workflow Using Template from the dropdown.

2. Next, choose Create from Templates, select Procore Direct Cost Workflow from the dropdown, and click Create.

3. You will be taken to the Workflow Chart. Click Set as Active to make the Procore Direct Cost Workflow your active workflow.

Upload Direct Costs to EzzyBills

1. If PROCORE_DIRECTCOST is set as your active workflow, you can drag and drop your direct cost transactions into the upload field at the top of the Dashboard. If it is not your active workflow, click Advanced Upload, select the PROCORE_DIRECTCOST workflow, and then upload your files.

2. The upload should be completed and pushed to Procore in about a minute. To check the transaction, click the PROCORE COST link on the right side of the row. This link will open the corresponding Direct Cost transaction in Procore.

Direct Costs through Email

• If PROCORE_DIRECTCOST is set as your active workflow, you can email your direct cost files as attachments to the EzzyBills email address shown at the top of the Dashboard. The generated email address follows this format: yourusername@ezzybills1.com
• If PROCORE_DIRECTCOST is not your active workflow, go to Workflows, find the PROCORE_DIRECTCOST workflow, and use the unique EzzyBills email address listed for that workflow.

• Once the email is sent, EzzyBills will process the direct cost transactions and push them to Procore. Processing typically takes about one minute.