The list below includes the frequently asked questions (FAQs) for Xero users. If you have further questions, feel free to contact us.

Q1. How to get correct suppliers  Find out more

Keep “Contact” data up to date in your XERO account for suppliers, with 1) a correct business number (ABN, GST, or VAT) and 2) bank details.

Provide My ABN/GST/VAT number in EzzyBills user settings

Q2. How to obtain correct GL codes   Find out more

GL codes vary by company. We use your Xero suppliers’ data and invoice history to determine GL account codes .  To have GL codes automated, you shall in Xero 1) keep suppliers’ contact data up to date, 2) include a ABN/GST/VAT number for each supplier, 3) provide a default GL account for purchase details, and 4) correct the GL code if it is wrong on an invoice (most likely from a new supplier) – it will be right next time for similar invoices.

Q3. How to ensure correct invoice numbers get extracted  Find out more

We use your Xero suppliers’ data and invoice history to help find the correct invoice numbers. The success rate are generally very high. If a wrong invoice number is assigned, all you need to do is: correct this number in XERO and save. EzzyBills will do it right next time for invoices from this supplier.  more

Q4. How to obtain correct Purchase Order numbers Find out more

The PO number is extracted if available, and put in the “Reference” box in XERO behind the invoice number (invoice# | PO #). We rely on your invoice history and keywords to do so. Change it in XERO if it is not correct on an invoice; it shall be correctly extracted next time by EzzyBills for the same supplier. If you do not want to keep PO numbers, you can force EzzyBills not to extract it.  more

Q5. How to upload Xero Import Files  Find out more

EzzyBills supports upload of sale invoices with a Xero import file.  A Xero import file is a csv file (containing comma separated values) that Xero allows you to import. The csv file may be generated when you use third party sale software. Each file contains data of  sale invoices. more

Q6. How to set up a private connection to XERO   Find out more

This option is seldom used. If you still need to use it for some reasons, click here to find out more

Q7. How to disconnect EzzyBills from one Xero company, and reconnect to another Xero company

1) Login into your Xero account, and disconnect Ezzybills from the current xero company  more

2) Upload an invoice to EzzyBills, then follow instructions to connect to the new company  more

3) Click the “Refresh GL” button in EzzyBills User Settings (so the cache gets cleared).