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.

Every 5 minutes all receipts that have been uploaded within the last 24 hours will be automatically checked for having been processed in EzzyBills. Receipts can manually be checked by clicking the Check for Receipt button as needed. Once processed, the receipt will be added to the project purchase order list and costed against the job.

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.