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Invoice data capture & export workflows

(exporting line items, account codes, tracking and more)

  • Scan to Xero
  • Scan to MYOB
  • Scan to QuickBooks
  • more

Expense Approval workflows

(Multi-level approval; approval rules)

  • Employee Expense Claim
  • Bill and other expense approval
  • Other document approval
  • Allowing setting approval rules

Invoice processing & order receipting workflows

  • to simPRO
  • to DEAR System
  • to Xero, MYOB, and QuickBooks
  • to Tidy, Triumph ERP, NetSuite and more

Sale invoices workflows

  • to Xero, MYOB, QuickBooks and more
  • matching with existing customers or create new
  • line items are exported

 Price checking workflow

Upload your item prices.  We will check the item prices when processing your purchase  invoices and notify you of the price differences.

Supplier Statement reconciliation

Email you supplier statement files to EzzyBills, we will reconcile with transactions in your accounting software.

e-invoicing workflow

To receive or send e-invoices via EzzyBills is so simple as EzzyBills is an E-invoicing Access Point.

  • To receive: simply register your ABN with EzzyBills.
  • To send:  include “Export einvoice” workflow task in your sale invoice workflow.

Split invoices, convert order to sale and many more workflows

We have 100+ workflow tasks to choose from. Pick and connect. You are all set.

Or choose an event workflows, such as run a weekly report.

 

Use EzzyBills standard workflows or create your own

  • Standard workflows are ready to use 
  • To create your own,  simply choose from the 100+ task options to add, connect and go. Examples are provided below
  • We are creating new tasks all the times. You can create a new task yourself, providing a webhook for EzzyBills to connect to it.

 Popular EzzyBills Workflow Types 

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; create a TABLE FROM CUSTOM VALUES)
  • 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
  • Set Tracking – add this workflow task before exporting – you will be able to upload a csv file with 2 columns: tracking data extracted, tracking data during exporting to your accounting software. more
  • Switch workflow –  Switching between workflows including workflows that belong to another EzzyBills account. More
  • Create A Sale invoices from a Purchase order. More

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.