01. Bills to Ascora

You can upload bills to EzzyBills through multiple methods such as email, drag-and-drop, or using the EzzyBills Mobile App. By default, uploaded documents are recognized as bills and processed directly into your Ascora account.

Bills created by EzzyBills in Ascora

An example bill created by EzzyBills is shown below. All data are extracted including line details. The original invoice file is attached as a PDF at the top center of the screen.

Expenses

• By default, invoices are exported as bills (i.e. supplier invoices). If you want the invoice exported as an expense then set isExpense=true in the workflow under the “Ascora Export” task settings (Screenshot).

Account codes

• The account codes are determined based on your approved invoice history in Ascora.
• You can change the account codes on the bills in Ascora, and we will learn from your change on weekly basis.

General settings that affect bills to Ascora

• To ensure better supplier mapping: Go to Settings > Account Settings, enter “MY ABN/GST/VAT No.” and “My Company Name”. [screenshot]

• Go to Settings > Account Settings > tick “Check for Duplicates”[screenshot]. with this ticked, we will reject duplicate invoices based on supplier & invoice number(See Example).
• If you don’t need the table on invoices, you can turn on “Invoice Headers Only”.
• If you often upload a PDF file containing multiple invoices, tick “Auto Separate”. Otherwise, leave it unticked.