Notes:
For longer demonstration video or other topics, visit EzzyBills Webinar Recording
For All Users
– Basics
- EzzyBills Intro to New UI (8 min): it shows how to use EzzyBills new web portal UI
- EzzyBills Mobile App (5min, by Ian) Download, login, settings, scan receipts.
- Employee Expense Claims (9min, by Ian): how to add employee in settings, email expense receipts, use EzzyBills mobile app to scan receipts, and approval.
- Handling Company Credit Card Purchases in EzzyBills (9min, by Ian) Explaining Spend Money transactions. Set up in Xero, Set up in EzzyBills: Settings > Approval > set up and email upload. Use mobile app to scan receipts. EzzyBills web-portal dashboard.
- Employee Expense Claim & Spend Moneys & Approval tables (8 min, by Li): how to edit Settings > Expense Approval Tables. Enter employee for EEC (upload via email & mobile app). Provide Spend Money accounts (example, company credit cards). Enter Departmental Approvers. Enter Alias Name in EzzyBills Mobile App. Saved approver list
– Approvals
- Approval: Workflows Setup and Testing (7min, by Ian) Enable 1 level and 2 levels by changing in the setting; Approval email – quick approve/reject buttons – All My Approval (data, notes and log)
- Approval: Smart Approval Rules and Multi-Level Approval Workflows (8min, by Ian) Set up approval rules based on amount, for one level, and for three levels.
- Approval: Status, tracking and reporting for Approval Workflows (4min, by Ian) Dashboard, Apps > Waiting Approval Report, Set supplier default (go to Lists)
- Approving Invoices on the EzzyBills Mobile App (4min, by Ian) Upgrade to HQ account > Set up HQ Users > Approver role; Mobile App dashboard and approval
– Others
- Supplier Statement Reconciliation (SR) Basics (5min, by Ian) Why use SR; How to upload (3 methods); SR report – status of invoices in Xero and EzzyBills.
- How to Upload Documents to EzzyBills (4min, by Ian) Drag/drop. Advanced Upload to select document type and workflow. Email upload: default, workflows > email address for each, settings. Email Sync.
- How to raise a support ticket
For Xero Users:
- Intro to Xero Integration(5 minutes) Setup a new EzzyBills account, connect to Xero, and upload your first test invoices. Basic EzzyBills settings. View the bill in Xero & explain data fields created
For MYOB Users
(for both MYOB AccountRight and MYOB Essentials):
- Connect to Your MYOB File (2 minutes) Connect EzzyBills to your MYOB account.
- Intro to MYOB Integration (10 minutes) Mention Email Upload & EzzyBills Mobile App. Demo file uploading on the Dashboard. Explain document processing status & Purchase Number. Search/View the purchase in MYOB created by EzzyBills. Edit a MYOB Card to include ABN number & Category. Edit Contacts in EzzyBills.
For QuickBooks Online Users
- Connect to Your QuickBooks (2 minutes) Connect EzzyBills to your QuickBooks account.
- Intro to QuickBooks Integration (5 minutes) Upload bills. View the processing status & check these bills in QuickBooks. EzzyBills supplier matching, category coding & learning. Set GL account code for a supplier. Process sale invoices. Enable approval workflow
For Simpro Users
- Connecting EzzyBills with SimPro (2 minutes) connect using the new method as of August 2026.
- Simpro – Create Contractor Job Workflow (2 minutes) Create Simpro Contractor Workflow. Show its upload email address. Use “Advanced Upload” to upload invoices to this workflow.
- Simpro – Create Job Cost Workflow (2 minutes) Create Simpro Job Cost Workflow. Show its upload email address. Use “Advanced Upload” to upload an invoice to this workflow. Assign Job to this invoice
- Simpro – Project manager approval workflow (2 minutes) Create Simpro Proj Manager Approval Workflow. Show its upload email address. Use “Advanced Upload” to upload invoices to this workflow.
For WorkflowMax Users
- Intro to WorkflowMax Integration (4 minutes) Note: this video does not include new features (such as match bills with PO). Connect to WorkflowMax by BlueRock. Upload a bill by Drag/drop (or Email, Mobile App). Assign a job to the bill. Check the multi-line purchase order created in WorkflowMax. Find out more on create job expenses in WorkflowMax & exporting to Xero
For Procore:
- Connecting EzzyBills to Procore (2 minutes)
For Cin7 Core:
- Connecting EzzyBills to Cin7 Core (2 minutes)