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Create custom & automatic workflows to boost your team’s productivity

use existing EzzyBills workflow tasks or create your own;

large number of existing workflow tasks to choose from; 

 simply drag/drop and connect tasks visually to form a complete workflow;

– examples are available below

 Popular Workflow Types for Document Processing & Approval & More

Invoice & Approval Workflows

An active invoice workflow is present for your account, which may include tasks of extraction, approval, export to accounting software.

More tasks can be added from a large list. For example, Price Check, Account Split,  Convert to Sale, & Google Drive Export.

Statement Workflow

It is for EzzyBills to process supplier statement and generate statement reconciliation report. You can use it manually via Apps, or enable it as an automatic process – EzzyBills will automatically determine and process a supplier statement from your email uploads.

Event Workflows

Such as weekly auditing report and download invoice history etc. You can schedule the workflow on a daily, weekly or monthly basis.

Example Custom Workflows – DIY Guides

 

Use the following example to add your custom workflows. If your case is not shown here, please email to support@ezzydoc.com for help.

  • Build a new EzzyBills workflow to export files to Google Drive  – all your invoice files you upload will be saved to your google drive. More 
  • Check PO status  – check to see if PO exists and/or has been received. If not, the bill will fail to export for now and will keep checking.  More
  • Price Adjustment – unit price on each line will be adjusted up by a percentage (that is set in EzzyBills Settings). This is for converting a bill to a sale invoice with a price markup.  More
  • Enable Statement Reconciliation Workflow – if you upload a supplier statement by email, a reconciliation report will be generated. More
  • Customize Invoice (e.g. Combine Description and Discount columns.) More
  • A complete List of customer workflow tasks: login to EzzyBills, click Workflow. You will see a list of workflow tasks on the left side.
  • (simPRO users) check PO status for your simPRO account when processing a bill (now it is included in the Default workflow)
  • Invoice Price Check – if the prices of your uploaded invoices has some changes, the result will be emailed to you. More
  • Foreign Language – invoices created on your supplier’s native language (e.g, Italian) will be translated to English. More
  • Account Split – will split a bill across multiple Accounts, items descriptions will be based on the Account Code split. More
  • Set up Approval Workflow for 3rd and 4th Level –  additional approval levels beyong two levels can be done via setting up level 3 and level 4 custom Approval Workflow

Starting from Your Existing Active Invoice Workflow

 

To view your active invoice workflow, login to EzzyBills, click Workflow. You will see the active workflow that you are using and what other tasks you might want to add to your workflow.