EzzyBills User Guide
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Services
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- 00. Document types & uploading
- Attach the email body to a bill in your accounting software.
- Download Invoice History
- Drobbox integration
- Dropbox Integration Setup
- 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
- OneDrive integration
- OneDrive Integration for A Group
- Searching invoices within EzzyBills
- Sync your Email account with EzzyBills
- Upload Email Alias
- What EzzyBills can do for you?
- zip file
- Show All Articles ( 7 ) Collapse Articles
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- Articles coming soon
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- 03. Guide: Setting Up Per-Line Approval Workflow Using AI Tasks
- Approval by admin (on Search/Approve)
- Approval Email Batching
- 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
- Line Level Approval
- Set missing claimant
- Use Case: Approval by Department
- Use Case: Department Leader, CFO and CEO Approval based on amounts
- Use Case: Finance team to approve, then one of the managers
- 📘 Guide: Implementing a Per-Line Approval Workflow Based on Supplier and Tracking Categories
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Getting Started
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Customized Solutions
- 01. Configuring Frequency for Automated Standalone AI Tasks
- 02. Archive Xero Bill Attachments to Dropbox
- 03. Guide: Setting Up Per-Line Approval Workflow Using AI Tasks
- 04. Automation with AI Extract
- 05. AI Extract Usage Guide
- Multi-Bill PO Support in Xero
- 📘 Guide: Implementing a Per-Line Approval Workflow Based on Supplier and Tracking Categories
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Xero
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- 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
- 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
- 03.2 Attach invoice/receipt files to reconciled bank transactions in 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
- Batching
- Drobbox integration
- Dropbox Integration Setup
- Employee Expense Claim
- Employee expense claims new features
- Enhancing Supplier Matching with Tags
- Expense Claim for Business Owners
- Expenses on corporate credit cards
- EzzyBills Mobile Apps
- Google Drive Integration
- Invoice lines data extraction
- OneDrive integration
- Process Repeating invoices to Xero
- Read job tracking & account code from email body
- Receipt purchase order items in Xero
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QuickBooks Online
- 00. QuickBooks Online Integration
- 01. Getting Started for QuickBooks Online users
- 02. Bills to QuickBooks Online
- 02.1 Account codes on bills to QuickBooks Online
- 03. Expense receipts to QuickBooks Online
- 04. Bills & matching PO to QuickBooks Online
- 05. Sales Invoices to QuickBooks Online
- 06. Track Class, Customer, Location or Project in QuickBooks Online
- 06.1 Tracking Project in QuickBooks Online
- 07. Product/Service Code Extraction (item codes)
- 08. Upload Purchase Orders
- 09. Credit Notes Processing
- 10. Disconnect EzzyBills from QuickBooks Online
- 11. Custom Fields for Sales Invoices in QuickBooks Online
- 12. Extract double tax rates from Canadian invoices
- 13. Review Bills or Expenses in QuickBooks Online
- Batching
- Drobbox integration
- Dropbox Integration Setup
- Employee Expense Claim
- Employee expense claims new features
- Enhancing Supplier Matching with Tags
- Expenses on corporate credit cards
- EzzyBills Mobile Apps
- Google Drive Integration
- Invoice lines data extraction
- OneDrive integration
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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 (PO may exist in MYOB)
- 04.1 Bill & PO match (PO must exist in 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
- Attaching Documents to a Purchase Order in MYOB via EzzyBills
- Batching
- Drobbox integration
- Dropbox Integration Setup
- Employee Expense Claim
- Employee expense claims new features
- Enhancing Supplier Matching with Tags
- Expenses on corporate credit cards
- EzzyBills Mobile Apps
- Google Drive Integration
- Invoice File Get Attached in MYOB
- Invoice lines data extraction
- MYOB – how to change supplier in MYOB on a bill
- OneDrive integration
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Custom Workflows
- 01. Configuring Frequency for Automated Standalone AI Tasks
- 02. Archive Xero Bill Attachments to Dropbox
- 03. Guide: Setting Up Per-Line Approval Workflow Using AI Tasks
- 04. Automation with AI Extract
- 04.1 Bill & PO match (PO must exist in MYOB)
- An example on how to build a new EzzyBills workflow
- Approval Email Batching
- Batching
- 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
- Line Level Approval
- Price Adjustment Workflow
- Price Check workflow
- Price Check Workflow (setup)
- Processing foreign language invoices
- Read job tracking & account code from email body
- Statement Reconciliation Workflow
- Statement Reconciliation Workflow - with AI Task
- Switch Workflow - a workflow task
- Use workflow to set tracking
- Using Agent to Generate Reports
- Show All Articles ( 9 ) Collapse Articles
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simPRO
- 01 Set up EzzyBills trial & Connect to SimPro (NEW)
- 01.1 Set up EzzyBills trial & Connect to Simpro (OLD - do not use this page)
- 02. Simpro Bill Automation: Automate Data Entry and PO Matching
- 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
- 02.4 Simpro Progress Payment
- 03. Process expenses directly to a job in Simpro
- 03.1 Process contractor 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
- 09 Upload Vendor Quotes to Simpro
- 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
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- Q19: What does EzzyBills export to your accounting software?
- Q20: How long is invoice files and data kept by EzzyBills?
- Q21: supported file types
- 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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- Enhancing Supplier Matching with Tags
- 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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- 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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User Interface
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Netsuite
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Cin7 Core (DEAR)
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Triumph
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Tidy
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API
- API to match bill with purchase order
- API – Add Learning
- API – Learning Keywords
- EzzyBills API – Sample Applications in C#
- EzzyBills Integration using Webhooks
- 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
- 00. MYOB integration
- 00. EzzyBills Approval Workflow
- 00. NetSuite Integration
- 00. Procore Integration
- 00. QuickBooks Online Integration
- 00. ServiceTitan integration
- 00. Xero Integration
- Ascora Integration
- Cin7 Core (DEAR) Integration
- Gojee integration
- My Construct Integration
- Scoro Integration
- Simpro integration
- Styck and EzzyBills Integration
- Tidy Integration
- Triumph Integration
- WorkflowMax
- WorkGuru Integration
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Trouble Shooting
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WorkflowMAX
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Ascora
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Styck
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WorkGuru
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PROCORE
- 00. Procore Integration
- 1.1 Upload bills in EzzyBills to match a Procore PO
- 1.2 Upload Multiple Bills to Fulfill a Procore Purchase Order
- 1.3 Adding Project Manager Approvals in the Procore PO Process
- 2.1 Upload bills in EzzyBills to match a Procore Subcontract
- 2.2 Adding Project Manager Approvals in the Procore Subcontract Process
- 3.0 Upload bills and receipts as Direct Costs in Procore
- Sign up with EzzyBills and connect to Procore
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ServiceTitan
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EzzyBills Paperless Approval workflow with AI
Adding Global Settings through your HQ Account
Updated
We have added Global Settings to the HQ Dashboard.
Simply enter your notification Email and select the notifications that you do not want to receive. If you click “Save settings” these settings will be applied to all users in your HQ account.
Please refer to the screenshot below.
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