Tech Updates

Date: 24-September-2017

  • For expenses/receipts already paid by any of your company credit cards or bank accounts, EzzyBills now supports that you email them over to EzzyBills and we will export them into Xero as “Spend Money”.  If your EzzyBills upload email address is ***@***, you will need to email them over to ***.####@***, where #### is the last four digit of your credit card or bank account number.  It is so easy to use it with the CamScanner mobile app.  More on how to use it.

Date: 21-August-2017

  • For supplier identification (or customer identification on a sale invoice), EzzyBills now uses the alternative name in your Xero and MYOB contact details in addition to the company name, email, phone numbers, and bank details.   How to use it.
  • EzzyBills customers now can view their subscription history and download past EzzyBills subscription invoices, in Settings – Purchase History.
  • EzzyBills customers now can view and change the email address for their EzzyBills account (not the upload email), in Settings – Advanced Options – Your e-mail (click Save afterwards).
  • When exporting a purchase invoice to Xero, EzzyBills marks the matching PO as billed” and copy over the account code and tracking data from the PO to the bill.  Read More

Date: 19-July-2017

  • EzzyBills integrates now with Google Drive – pulling invoice files directly from your Google Drive Folder called “EzzyBillsUpload” and moved the processed invoice files into “EzzyBillsDone”.  Go to EzzyBills Settings to set up the connection.
  • Support to sale invoices has been added to QuickBooks users.
  • For Approval Process, we now support two-level approval process.
  • For Approval Process, the button “Add Note” has been added on approval emails. Your note will be recorded in the EzzyBills log.

Date: 8-June-2017

  • For QuickBooks Online (QBO) users, we just added a link in the EzzyBills message window and View/Approve window, which you can click to see the invoice in your QBO account.

(Note that the link only works if you have logged into the correct QBO account.)

Date: May-2017

  • For Xero users, we added the support for EzzyBills to mark purchase order as “billed” if EzzyBills exports an invoice to your account and found a matching PO.  More
  • Two new features with item invoices were added for MYOB users: default item code and supplier purchase layout checking.  More
  • New option is supported for Xero users: you can now attached additional files to the invoice in Xero (in addition to the invoice file), such as a delivery notes.   More

Date: 30-April-2017  EzzyBills has been integrated with QuickBooks Online!

  • EzzyBills is now available to QuickBooks Online users! It is a staged release. Currently it is available to only Australian users, but will expand to other locations soon. It supports bills (suppliers invoices), not sale invoices yet. More

Date: 10-April-2017  Customer Key and Reclassify

  • A new user setting is created for sale invoice processing: Customer Keywords The default keywords we use are “Sold To” or “Client” or “Invoice To”. If your sale invoices contain keywords different from the default, you can now specify them in the EzzyBills users settings – under the advanced option. This will ensure the accuracy of customer identification. More
  • A new feature/tool “Reclassify” is now available in the View/Approval window. This feature is for those document that come through emails and for some reasons they have been classified as “non invoices”. With this new feature, you can reclassify them as invoices and manually put in the data.   More

Date: 20-March-2017  on EzzyBills Supplier Portal

  • EzzyBills supplier portal is now in the production.  The drive for this development is to allow suppliers to use a portal to submit invoices to you. When using supplier portal, the invoice data will be extracted by EzzyBills and the supplier can verify/modify the data before submitting.
  • The supplier portal can be on your business website or sent to your supplier as a web-link via email.
  • The supplier portal can be customised to ask for supplier’s input of their email, bank details, and description/note.
  • An approval address can be included in the portal so that the invoices will be sent to the right person in your company to approve.
  • EzzyBills supplier portal is powerful, versatile and make differences to some of your business.

Date: 13-Feb-2017  on user interface

  • EzzyBills user interfaces are now unified for XERO and MYOB users. Now the only difference is the button “Sent to ????” button, with ???? either as “xero” or “MYOB”.
  • Nearly all features available for XERO users are also available for MYOB users – with only one exception – “Invoice Headers Only”.

Date: 15-Jan-2017  on sale invoices

  • Sale Invoices are supported by EzzyBills for MYOB users (as well as for XERO users).
  • See the instruction before 1st-time use: MYOB Sale Invoices

Date: 15-Dec-2016  on View/Approve

  • log” is a newly added link,  in the View/Approve user interface.

Click it to see what have occurred to an invoice.  It is very handy – such as to find out who has approved the invoice.

  • “Not For Me” is a new button in the approval email.

Clicking this button will put the invoice back in the queue for another person to approve.

  • Re-process”  is a new button in the approval email, only for when the default approval email is set in the EzzyBills User Settings.

 

Date: 11-Dec-2016  on user Settings

  • Change in the user interface for EzzyBills user Settings – open user settings in a separate tab.

 

Date: 28-Nov-2016

We have evaluated Cam Scanner mobile app for scanning receipts. Thumbs up for using it with EzzyBills. Steps for setup and tips to use are:

  • Download the App to your phone, install and start the App
  • Add your EzzyBills upload email address (xxx@ezzybills.com*) to Cam Scanner.

under “Setting” -> “Doc Export” -> “Email to Myself”

  • Scan receipts, in single mode, B&W, scan multiple in one go and email to myself as a JPG file.
  • Find out more

 

Date: 17-Nov-2016

  • All receipts will be exported to Xero/MYOB wth Due Date equal to the Invoice/Receipt date.
  • Support for a contact default tracking for Xero users (Eg. If a supplier has default purchase tracking info set, then this will get added to the invoice/bill in Xero. This will override other tracking algorithms.)   More on XERO Tracking