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.
- Automated bill payment in Australia via the Bluechain app
- Download Invoice History
- Drobbox integration
- 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
- Show All Articles ( 6 ) Collapse Articles
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- 1. Upload sale invoices
- 2. Customer identification
- 3. Sale invoice number
- Add "Detect Accounts Receivable Keyword" (optional)
- Alternative Name for Supplier/Customer matching
- Custom fields for sales invoices in QuickBooks
- Enable “Accounts Receivable Only” setting (optional)
- Invoice lines data extraction
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- Articles coming soon
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- 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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Getting Started
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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
- 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
- Drobbox integration
- Employee Expense Claim
- Employee expense claims new features
- Expense Claim for Business Owners
- Expenses on corporate credit cards
- EzzyBills Mobile Apps
- Google Drive Integration
- 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
- Custom fields for sales invoices in QuickBooks
- Drobbox integration
- Employee Expense Claim
- Employee expense claims new features
- Expenses on corporate credit cards
- EzzyBills Mobile Apps
- Google Drive Integration
- Invoice lines data extraction
- Show All Articles ( 6 ) Collapse Articles
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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
- Check PO received in MYOB
- Drobbox integration
- Employee Expense Claim
- Employee expense claims new features
- 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
- Show All Articles ( 7 ) Collapse Articles
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Custom Workflows
- 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
- 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
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- 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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- 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?
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- 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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- Articles coming soon
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Netsuite
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DEAR Inventory
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Triumph
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Tidy
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API
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Integrations
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Trouble Shooting
1. Bills
By default, all document uploaded to EzzyBills will be processed as bills.
Receipts can be processed as bills. Your accounting software can match bank feed lines directly to bills.
For Xero users, bills are exported to “Draft” status by default.
I. Invoice header data
EzzyBills extracts all the invoice header data from a bill to your accounting software
- supplier (how supplier is identified in EzzyBills)
- invoice number
- invoice date
- invoice due date (how due date is determined)
- purchase order number (optional)
- tracking (optional)
II. Invoice table data (lines)
By default, if lines data have been extracted from a bill, we will export to your accounting software with lines. Lines data include:
- Description
- Quantity
- Unit Price
- Account Code
- Account codes are determined by EzzyBills based on your invoice history and supplier data in your accounting software.
- Tax rates/codes
- Amount
- Item codes (optional)
- Tracking (optional)
Note:
- for QuickBooks and MYOB, there are two bill formats: item and category. For category invoices, there are no “Quantity” and “Unit Price” fields.
- Xero has only one bill format, with item code column optional.
Reason for lines are not extracted:
- No table on the invoice
- Table data extracted do not match the invoice header data, in term of amount and tax.
- “Invoice Headers Only” is ticked in EzzyBills settings
III. Data extraction accuracy
EzzyBills is highly accurate in term of data extraction. For most bills, EzzyBills will read all data accurately with our AI technology.
IV. Automatic machine learning
EzzyBills has automatic machine learning in place. If you modify the bills that we export to your accounting software, we will learn from your changes and adjust data extraction in the future.
V. Email to us for “custom data extraction” requests
EzzyBills support team can add learning rules to customise data extraction. This is commonly done for supplier invoices that have unusual data formats.
For any supplier, if the data extraction has repeated issues, or you need special data, email support@ezzydoc.com. Please reference the EzzyBills DocID number of an example bill that has been uploaded to EzzyBills.
Need help from our support team?
Email to support@ezzydoc.com for data extraction query, referencing DocID for any invoice you uploaded to EzzyBills.