Frequently Asked Questions

 

(for all EzzyBills users regardless the accounting software package you are using)

 

To help you to find the question and the answer to it quickly, please note that 

  • User Account Management Questions: (Q1 – Q10)
  • Support and Features Questions: (Q11 – Q20)
  • Data Extraction and Intelligence Questions: (Q21 – beyond)

Also check out FAQ for specific user groups: FAQ for Xero and FAQ for MYOB and FAQ for QuickBooks

Q1. What if I forgot EzzyBills password? 

Make sure your user name is correct (it shall not contain @ezzybills.com as it is not your upload email address).

If you forget EzzyBills password, you can reset it at the login window, by click “Forgot password”. You will be asked to enter your user name and then click “Reset Password.” We will send you an email with the new password. We recommend you to change this password once you have it (in EzzyBills Settings window,, scroll to near the bottom, click “Change Password”).

If you do not get any email, maybe you forgot which email address you provided to EzzyBills. Send an email to support@ezzydoc.com, we will let you know.

Q2. How to change my password?  

In EzzyBills Settings window, scroll to near the bottom, click “Change Password”.

Q3. What is my email that I provided when signing up a new EzzyBills account

This email is used for communication between EzzyBills and you. You can view and modify it in EzzyBills Settings, under “Advanced Option“, for text box “Your e-mail“. Your email can not be used as user name for login.

Q4. Can I change my user name and upload email address? 

Not through our web portal. If you need to make change, emails to support@ezzydoc.com.

Q5. How to find out my subscription details, usage and expiry date?  

Expiry date is shown on your login window along with your user name. You can find out more about your subscription in the EzzyBills Settings window (after login, click the blue button with user name and expiry date), then Settings. Click “Show Usage” and “Purchase History” two blue buttons on the top to find out more.

Q6. How to pay/renew subscription?  

Login EzzyBills, click the blue button with user name and expiry date, and then click Pay Subscription.

Follow the prompt for options to pay from credit card or from Paypal account.

A subscription will expire after one year, or when your quota is used up (whichever comes first).

When you renew or purchase another subscription, the new subscription period restarts – from the new date of purchase.

If you want to switch from a single plan to an Enterprise Plan, email support@ezzydoc.com for help.

Q7. Can I delete an EzzyBills account? 

No, it will become inactive once it is pass the expiry date for the trial.

 


Q11. What types of invoices does EzzyBills process? 

EzzyBills can process purchase bills, receipts or sale invoices. They are be scanned images, PDF files, emails (attachment, in-body, hyperlinks), or photo snaps. Or  csv files, Excel, or Words.

By default all invoices and receipts will be exported to Xero as draft bills. EzzyBills settings, Exported Status, can be modified to choose “Awaiting Approval” or “Approved – Waiting for Payment”.

Q12. How to process sale invoices?

You will need to modify EzzyBills Settings ( find out how ).

Q13. Can I process receipts as Spend Money, instead of bills?

Yes, you can if you use Xero. you will need to email receipts over to EzzyBills and read this instruction link on email address to use: Spend Money .

Q14. Can I approve the invoices before EzzyBills exporting them to my accounting software?

If you need to hold off the invoices in EzzyBills and wait for your approval before sending them to your accounting software, you can do so by turn on the EzzyBills Settings – Enable Approval Workflow (we have several approval options – find out what is the most suitable approval method/option for you).

 


Q21. How to get correct suppliers  Find out more

Keep “Contact” data up to date in your accounting software for suppliers, with 1) a correct business number (ABN, GST, or VAT), and, for some cases when multiple suppliers have similar names,  phone number, email or bank details.

Provide My ABN/GST/VAT number in EzzyBills user settings (so that your business will not be chosen as an supplier).

Q22. What if the supplier was not read correctly and you think you have done everything in Q5?

Modify the supplier in your accounting software. And diagnose the problem so that it can be fixed next time.

1) If there is an ABN/GST/VAT on the invoice file (in clear text), go to your accounting software

–  find the wrong supplier that was used, and ensure the ABN/GST/VAT number is correctly set (not using the ABN for another supplier).

–  find the correct supplier that should be used, to make sure the ABN/GST/VAT number is correctly set too.

2) If there is not an ABN/GST/VAT on the invoice,

–  you need to make sure the supplier in your accounting software has more details to give EzzyBills more data to find a perfect match.

–  in EzzyBills Setting, you click “Refresh GL” before processing more invoices from the same supplier immediately.

Q23. How to obtain correct GL codes   Find out more

GL codes vary by company. We use your suppliers’ data and invoice history in your accounting software to determine GL account codes .  To have GL codes automated, you shall in your accounting software 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 – it will be right next time for similar invoices.

Q24. How to ensure correct invoice numbers get extracted  Find out more

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