Services

• Document management

  • 00. Document types & uploading
  • Attach the email body to a bill in your accounting software.
  • Automated bill payment in Australia via the Bluechain app
  • Download Invoice History
  • Email Forwarding to EzzyBills from Hubdoc
  • Export to Google Drive
  • EzzyBills Mobile Apps
  • EzzyBills Web Applications
  • Gmail auto-forwarding with a filter
  • Gmail Sync
  • Google Drive Integration
  • Google Drive Integration for A Group
  • How to Sync Office365 Email
  • Office365 Email auto-forwarding with a filter
  • Sync your Email account with EzzyBills
  • Sync Your Gmail – GSuite Email – to EzzyBills
  • Upload Email Alias
  • Viewing, Searching and Approving invoices
  • What EzzyBills can do for you?
  • zip file
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• Invoice data automation

  • Bills

    • 1. Bills
    • 2. Supplier extraction & matching
    • 3. Tax Rate Determination
    • Alternative Name for Supplier/Customer matching
    • Invoice lines data extraction
    • Processing foreign language invoices
    • Q27: Does EzzyBills support multiple currencies?
    • Q37: How to handle invoice due date?
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  • Sale invoices

    • 1. Upload sale invoices
    • 2. Customer identification
    • 3. Sale invoice number
    • Add "Detect Accounts Receivable Keyword" (optional)
    • Alternative Name for Supplier/Customer matching
    • Enable “Accounts Receivable Only” setting (optional)
    • Invoice lines data extraction
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  • Bill processing, matching purchase order

    • Invoice lines data extraction
    • Match a Bill with PO - with Approval Setting on
    • Purchase order number extraction
    • What to do when PO matching is not found

  • Tracking

    • Articles coming soon
  • 00. Document types & uploading
  • 08. Upload Purchase Orders
  • Invoice lines data extraction
  • Processing item invoices
  • Purchase order number extraction
  • Q59: How to extract double tax rates from Canadian invoices? 
  • Using EzzyBills Analysis tool
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• Approval Workflows

  • Summary of approval

    • Paperless expense approval
  • Approval by admin (on Search/Approve)
  • Approver only login (create "user" for approvers)
  • Email approval
  • Enable approval workflow
  • Enable approval workflows (advanced)
  • Enable workflow approval rules
  • Expenses on corporate credit cards
  • Use Case: Approval by Department
  • Use Case: Finance team to approve, then one of the managers
  • Use Case: Team leader, CFO and CEO Approval based on amounts
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• Employee Expense Claim

  • Add employee in bulk & claim notifications
  • Employee Expense Claim
  • Expenses on corporate credit cards
  • Process Expense claims Forms to Xero & QuickBooks

• E-invoicing

  • Use EzzyBills to send & receive e-invoices

• Customer Ordering Portal

  • Create Orders
  • Customer Ordering Portal
  • Enable Customer Order Portal
  • Invite your customers & customer login
  • Log into Customer Order Portal as Admin
  • Set up your Customer Order Portal
  • Upload files to EzzyBills for storage only
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• Recent tech updates
• Tech updates before 2023

Getting Started

• 1. Quick Start Guide
• 2. upload your first invoices or receipts
• 3. Contact Us
• What EzzyBills can do for you?

Xero

• Tracking to xero

  • 06.1 Directly obtain tracking data from the invoice
  • 06.2 Infer tracking data
  • 06.4 Obtain tracking from Xero contacts
  • 06.5 Extract tracking column data
  • 06.6 Set tracking data during approval
  • 06.7 Use delivery address as tracking
  • 06.8 User to override tracking data - Default Tracking
  • Use workflow to set tracking
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• 00. Xero Integration
• 01. Get started for Xero users
• 02. Bills to Xero
• 02.1 Account codes on bills to Xero
• 03. Expense receipts to Xero
• 03.1 Expense receipts in foreign currency to Xero
• 04. Bills to match PO in Xero
• 04.1 Xero Export settings for PO matching
• 04.2 Receiving and Invoicing PO in Xero
• 05. Sales Invoices to Xero
• 06. Xero Tracking
• 07. Item invoices to Xero
• 08. Upload Purchase Orders to Xero
• 09. Credit Notes Processing
• 10. Disconnect & Reconnect to XERO
• 11. Log into EzzyBills from Xero
• 12. Additional File Attachment to Xero
• 13. Email Invoice with additional files to Xero
• Add employee in bulk & claim notifications
• Employee Expense Claim
• Expense Claim for Business Owners in Xero
• Expenses on corporate credit cards
• EzzyBills Mobile Apps
• Invoice lines data extraction
• Process Repeating invoices to Xero
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QuickBooks

• 00. QuickBooks Integration
• 01. Getting Started for QuickBooks users
• 02. Bills to QuickBooks
• 02.1 Account codes on bills to QuickBooks
• 03. Expense receipts to QuickBooks
• 04. Bills & matching PO to QuickBooks
• 05. Sales Invoices to QuickBooks
• 06. Track Class, Customer, Location or Project in QuickBooks
• 06.1 Tracking Project in QuickBooks
• 07. Product/Service Code Extraction (item codes)
• 08. Upload Purchase Orders
• 09. Credit Notes Processing
• 10. Disconnecting EzzyBills from QuickBooks
• Add employee in bulk & claim notifications
• Employee Expense Claim
• Expenses on corporate credit cards
• EzzyBills Mobile Apps
• Invoice lines data extraction
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MYOB

• 00. MYOB integration
• 01. Getting started for MYOB users
• 02. Bills to MYOB
• 02.1 Account codes on bills to MYOB
• 03. Scan expense receipts to MYOB
• 04. Bills & matching PO (MYOB)
• 05. Sale Invoices to MYOB
• 06. Job & Category Tracking for MYOB
• 07. Processing item invoices to MYOB
• 09. Credit Notes Processing
• 10. How to disconnect & reconnect to MYOB?
• 11. Emailing invoice files to MYOB In Tray
• Add employee in bulk & claim notifications
• Check PO received in MYOB
• Employee Expense Claim
• Expenses on corporate credit cards
• EzzyBills Mobile Apps
• Invoice File Get Attached in MYOB
• Invoice lines data extraction
• MYOB – how to change supplier in MYOB on a bill
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Custom Workflows

• Summary of custom workflows

  • Custom workflow tasks
  • Language Short-name List

• An example on how to build a new EzzyBills workflow
• Check PO received in MYOB
• Combine Description and Discount Columns
• Create a custom table
• Create Sales invoices from Purchase order
• Enable approval workflows (advanced)
• Extract hyperlinks of invoices from a pdf statement file
• Price Adjustment Workflow
• Price Check workflow
• Price Check Workflow (setup)
• Processing foreign language invoices
• Statement Reconciliation Workflow
• Switch Workflow - a workflow task
• Use workflow to set tracking
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simPRO

• Summary for simPRO Integration

  • simPRO integration

• 01. Set up EzzyBills trial & Connect to simPRO
• 02. Bills data automation to simPRO
• 02.1 Fill an empty PO with items from invoices
• 02.2 Receipt a Description PO in simPRO
• 02.3 Check before exporting to simPRO
• 03. Process expenses directly to a job in simPRO
• 04. Process contractor invoices to simPRO
• 05. Credit notes to simPRO
• 06. Delivery Receipts to simPRO
• 08. Upload Purchase Orders
• 11. Expense approval for simPRO users
• EzzyBills Mobile Apps
• Invoice lines data extraction
• Set up EzzyBills accounts for multiple simPRO companies
• What to do when PO matching is not found
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FAQs

• Features and Support of EzzyBills

  • Q19: What does EzzyBills export to your accounting software?
  • Q20: How long is invoice data kept by EzzyBills?
  • Q21: What document types does EzzyBills process? 
  • Q22: How to process Sale invoices?
  • Q23: Can I process receipts as Spend Money, instead of bills?
  • Q24: Can I approve invoices before EzzyBills exports them to my accounting software?
  • Q25: What does EzzyBills support for businesses not registered for GST or VAT?
  • Q26: How to not process duplicate bills and sale invoices?
  • Q27: Does EzzyBills support multiple currencies?
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• Quickbooks Specific Q&A

  • Q55: How to review bills or expenses in QuickBooks?
  • Q56: How to match the correct suppliers in QuickBooks?
  • Q57: What does EzzyBills support for QuickBooks Online Simple Start?  
  • Q58: How to use the QuickBooks payment system, with EzzyBills invoice automation? 
  • Q59: How to extract double tax rates from Canadian invoices? 

• Tips, tricks and best practices

  • Q31: How to ensure the correct suppliers are chosen?
  • Q32: How to fix supplier matching issue?
  • Q33: How to ensure correct GL codes?  
  • Q34: How to ensure the correct invoice numbers are extracted?
  • Q35: How to extract the correct Purchase Order numbers?
  • Q36: How to obtain the correct invoice date?
  • Q37: How to handle invoice due date?
  • Q38: How to enable or disable invoice lines?
  • Q39: What is an EzzyBills DocID number?
  • Q40: How to trouble shoot item invoices?
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• Xero Specific Q&A

  • Q45: Where will the Bills appear in Xero (i.e Status)?
  • Q46: How does Xero Lock Period work with EzzyBills?
  • Q47: How to disconnect EzzyBills from one Xero company and reconnect to another?
  • Q48 How to edit Xero app billing?

• Your EzzyBills Account

  • Q 1: I cannot login - forgot user name or password?
  • Q 2: How to change my password?  
  • Q 3: What is my EzzyBills sign-up email and how can I change it? 
  • Q 4: Can I change my username and upload email address? 
  • Q 5: How to find out my subscription details, usage, expiry date and invoices?  
  • Q 6: How to pay/renew subscription, and update payment card details? 
  • Q 7: How to cancel automatic subscription renewal?
  • Q 8: Can I delete an EzzyBills account? 
  • Q 9: What personal data does EzzyBills collect?
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• MYOB Specific Q&A

  • Q66: Purchase number in MYOB

• simPRO specific FAQ

  • How to process invoices to simPRO from a supplier that uses one item code?

• Frequently Asked Questions for all users
• What EzzyBills can do for you?

User Interface

• EzzyBills Web Apps

  • Articles coming soon

• EzzyBills Accounts

  • HQ Account
  • Shared subscriptions - enterprise plans
  • Two Factor Authentication

• Adding a new user to your HQ account
• Adding Global Settings through your HQ Account
• Download Invoice History
• Email rules
• Upload Email Alias
• Viewing, Searching and Approving invoices
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Netsuite

• A Example of EzzyBills uploading a bill to NetSuite – with PO matching
• Connecting EzzyBills to NetSuite
• NetSuite Integration
• NetSuite User Guide
• Processing a non-PO bill to NetSuite
• Processing bills to NetSuite and Matching with PO
• Set default approver for a supplier/vendor
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DEAR Inventory

• Check-PO Workflow for DEAR Integration
• Connecting EzzyBills to your Dear account
• DEAR Integration

Triumph

• Triumph Integration

Tidy

• Tidy Integration

API

• API – Add Learning
• API – Learning Keywords
• EzzyBills API – Sample Applications
• Rest API Examples using Postman
• Rest API Examples using Python
• Set up a free trial account to use EzzyBills API
• Using EzzyBills API - PHP or cURL examples
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Integrations

• Summary of Integrations

  • EzzyBills Integrations with Inventory & Job Management Software

• 00. MYOB integration
• 00. QuickBooks Integration
• 00. Xero Integration
• Ascora Integration
• DEAR Integration
• NetSuite Integration
• simPRO integration
• Tidy Integration
• Triumph Integration
• Workguru Integration
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Trouble Shooting

• Get out of "sandbox"