Ascora Integration

EzzyBills is completely integrated with Ascora, automating bill and quote processing to Ascora. The integration of EzzyBills & Ascora is done by by EzzyBills. An example bill screenshot is shown here.

Scan invoices into Ascora

Upload bills & receipts to EzzyBills, and they will be created automatically in Ascora.

Invoice due date to Ascora

EzzyBills reads suppliers’ payment terms in Ascora and set the due date based on that and the invoice date we extracted.

Job tracking & PO number to Ascora

There are a few options to set jobs & purchase order (PO) number on a bill:

1. EzzyBills can extracting the Job & PO from the bill, based on the “Tracking Keywords”, and “Purchase Order Keywords” respectively, in the Settings > Advanced Options.
2. Set them during approval: for job, use the “tracking” field – select a job from the list (which are from your Ascora). For PO, use the PO number field.
3. You can set job tracking by tapping the note icon in the top-right corner of the EzzyBills phone app and adding the job number (only the job number, nothing else) before scanning. Alternatively, you can add the note after scanning during the approval stage by enabling the “Review Receipts” option in the settings.

When exporting a bill to Ascora, EzzyBills includes the job number and PO number in a designated custom field. Ascora then uses this field to match the provided number with an existing Job or PO. If a match is found, the corresponding Job or PO number is populated in the bill’s column (currently limited to the first line as of December 2024).

Note: Ensure that your Job numbering system in Ascora is distinct from your PO numbering system to avoid mismatches and ensure accurate identification.

More

• Enable Debugging Mode in the “Ascora Export” task settings within your workflow (Screenshot). When debugging is enabled and you upload a bill, you can view the actual data extracted and sent to Ascora in the log tab (Screenshot).
• Original Ascora release note PDF file