Processing Invoices and Receipts with EzzyBills

Once you have connected EzzyBills to WorkGuru, to add a supplier invoice or receipt to a project using the EzzyBills integration is done via the project's purchasing tab.

To add the supplier invoice/receipt to the project, click Select Files and select the relevant file. Enter a description and click Upload.  The receipt will then move to processes as the file is passed to EzzyBills to extract the relevant information.

Click Check for Receipt and if the processing has been finished in EzzyBills, the receipt will be added to the project purchase order list and costed against the project.  NOTE: WorkGuru does not send this receipt to your accounting package so will not appear in your purchase order dashboard.  This is because Ezzybills handles the integration with Xero for this receipt.