08. Upload Purchase Orders

EzzyBills offers three main options for uploading Purchase Order (PO) files:

1. Email Upload

Email your PO files to ####.purchase@ezzybills.com (where #### is your unique EzzyBills upload username). EzzyBills will automatically process these files and export them as POs into your accounting software.

2. Advanced Upload

Log in to your EzzyBills dashboard and navigate to Advanced Upload. Under the Document Type dropdown menu, select Purchase Order, and then upload your files directly.

3. Create a workflow to create Purchase Orders in your connected software. This is very Important for simPRO and ServiceTitan Users.

If you use the standard upload methods listed above, EzzyBills will not automatically know which job or inventory account to link to the new PO. To handle this seamlessly, we highly recommend setting up a dedicated PO workflow using the following steps:

1. Configure the Extract Task: In your workflow settings, set the document type for the “Extract” task to “Purchase”.
2. Add an Approval Step: Add one-level approval tasks right after extraction. This allows you to manually specify the target job or inventory location in the “Tracking/Job” field before exporting.
3. Automate for Inventory Stock (Alternative): If your POs are always used for inventory stock, you can skip the manual approval step. Instead, replace the approval task with a “set invoice details” task, and configure its settings to automatically assign the job to “Inventory”.

Once this custom workflow is configured, simply upload your PO documents directly to this workflow email/channel to ensure they route perfectly.

The screenshot below shows an example of a Purchase Order successfully exported to Xero.

EzzyBills also supports exporting purchase orders to other major platforms, including QuickBooks Online, simPRO, Cin7, and MYOB.