Matching Purchase Orders With EzzyBills

How it works

Before setting up the workflow integration, you will need to connect to EzzyBills first and test the connection.

EzzyBills Workflow Integration is designed for to match Purchase Orders in WorkGuru to Ezzybills, including product line details once a transaction is uploaded to EzzyBills via the integration.

Steps:

1. Set-up workflow integration (See the instructions linked above)
2. Create and approve PO in Workguru
3. Upload invoice in EzzyBills (With same PO id in step 2)

This workflow will attach the invoice to the PO, then update PO based on the invoice extraction in EzzyBills system and finally mark PO as received.

Setup EzzyBills Workflow Integration

All you need is to set a workflow in EzzyBills like the example below, with the other minimum requirements needed being to set up the webhook with correct settings.

1. Start
2. Pre-extract
3. Extract
4. Check PO Exists (Approving PO in Workguru will send PO to EzzyBills if integrated)
5. Webhook (With URL and Token setup)
6. WorkGuru Export
7. Finish

Stepping it out, start by selecting "Workflows" in EzzyBills located under the Dashboard as pictured below;

This will take you to your active Workflow list, select your default workflow by clicking the area highlighted below to bring you to the next page;

When viewing your default workflow, make sure it is set out as below on the left, with the Webhook set to match as it is displayed on the right;

Note: If using the receipt upload functionality, do not use this setup as it will fail on MatchPO. In this case, use another workflow that does not have MatchPO as a step.

For Step 3:

1. URL value is different between countries :
    AU/NZ: https://app.workguru.io/EzzyBillsWebHook/QueueGetMatchedPoDetailsFromEzzyBills

    UK:  https://uk.workguru.io/EzzyBillsWebHook/QueueGetMatchedPoDetailsFromEzzyBills

2. Token Can be found at the bottom of Settings -> Advanced Options 

Verify

Once the workflow set up finished, you can simply test the flow by

1. Create a testing PO and approve it.
2. Print the invoice of the PO.
3. Upload invoice to Ezzybills.
4. Check the status in EzzyBills is "Complete". (as the image below)
5. Check the PO file and status in Workguru.