03. Upload Bills to a Project in WorkGuru

WorkGuru allows you to upload and assign supplier invoices or receipts directly to a specific project. Once uploaded, EzzyBills processes the document and extracts the relevant details for accurate cost tracking.

Follow these steps to add a bill under a project’s purchase tab.

Step 1: Create or Select a Project

If you’re a new WorkGuru user, you’ll need to create a project first.

1. In WorkGuru, go to Projects from the left-hand menu.
2. Click New Project and enter the required details.
3. Once created, you can find it under Projects > Dashboard

If you already have an existing project,

• simply navigate to it from the Projects > Dashboard section.

• Click on the project you’ve created. Inside the project details page, Find the Purchase tab and click on it. Screenshot below:

Step 2: Upload a Supplier Invoice or Receipt

• Click the “Select Files” button. Choose the relevant invoice or receipt file from your device. Enter a description if needed. Click “Upload.” Screenshot below.

Once uploaded, the file is automatically sent to EzzyBills for processing.

If EzzyBills has finished processing, the receipt will be added to the project’s purchase order list and costed against the project.

You can also view receipts uploaded from EzzyBills by going to WorkGuru > Integration > EzzyBills App and clicking “Match Invoices from EzzyBills.” From there, you can assign a project to the receipt.