EzzyBills User Guide
-
Services
-
- 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
-
-
- 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
-
- Articles coming soon
-
- 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
-
-
Getting Started
-
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
- 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
- Show All Articles ( 12 ) Collapse Articles
-
-
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
-
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
-
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
-
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
-
FAQs
-
- 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?
-
- 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?
-
- 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?
-
- 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?
-
-
User Interface
-
- Articles coming soon
-
-
Netsuite
-
DEAR Inventory
-
Triumph
-
Tidy
-
API
-
Integrations
-
Trouble Shooting
Employee Expense Claim
Step 1. register employee and approval managers in EzzyBills
This is for expenses paid by an employee from personal funds, which need to be reimbursed.
Login to EzzyBills, go to Settings > Approval & Expenses. Edit the “List of Users/Approvers” table.
- Click “Add approver” under the table.
- On the line, enter the data for “Name” and “Approver Email”, and tick the “My Expenses” (these fields are mandatory. See Screenshot
- Click “save changes” just under the table (make sure that the “Upload Email” column is generated).
- Repeat this for each employee. For “Name”, best to use the first name with a last name initial (or both first and last name). For “Approver Email”, his/her manager’s email.

Note, the “Upload Email” is for you to email receipts/invoices to EzzyBills. For paper receipts, use EzzyBills phone app per Step 3. (sample screenshot).
Step 2. list company credit cards in EzzyBills
This is for expenses paid by employees via a company credit card/bank account.
Login to EzzyBills, go to Settings > Approval & Expenses. Edit the “List of Users/Approvers” table.
- Click “Add approver” under the table.
- On the line, enter the data for “Name”, “Approver Email”, and “Business Bank Account” (these fields are mandatory). Note: in the “Business Bank Account” column, enter the last 4-digits of the corporate card (this is the corporate card set up in your accounting software). The name can be a nick name you gave to this card, or employee number/name that uses this card screenshot
- Click “save changes” just under the table (make sure that the “Upload Email” column is generated).

Employee Expenses on Corporate Credit Card – find out all the details
Step 3. Download EzzyBills Mobile App for expense claim
For scanning paper receipts, use EzzyBills Mobile App. Ask each employee to:
- Download, install, login EzzyBills Mobile App user QR codes (more).
- Click the gear icon to go to the Settings. Enter the “Alias Name” with the “Name” column in the “List of Uers/Approvers” table (you only need to do it once).
- Now it is ready to scan receipts.
Management approval
After EzzyBills receives a receipt from email or the EzzyBills phone app,
- We will send an email to the Approver – your manager (which is nominated in EzzyBills Settings > “List of Users/Approvers” table – Screenshot),
- The manager opens the email (sample approval email), with a button click to approve (no login requirement). Or click “Modify” button to review, modify if required, and approve.
- Optionally, on the bottom of the email, there is a link “All MY Approval” to open up a web portal for this approver.
Exporting to your accounting software
After approval, the expense will be exported to your connected accounting software, with both receipt file and approval log are attached to the transaction created by EzzyBills.
- For expenses paid by an employee from personal funds: the employee will be treated as a supplier and the expenses will be exported to your accounting software as bills. This way, the employee expenses will be reimbursed in the same way bills are paid.
- For expenses paid by an employee via a company credit card/bank account: these expenses will be exported to your accounting software as Spent Money transactions, under the specified company bank account in the “List of Users/Approvers” table.
Additional notes
- For reimbursement, the employee should have been set up in your accounting software as a supplier. If not yet, EzzyBills will create one for the first time (using the “Name” field in the “List of Users and Approvers” table in EzzyBills Settings).
- In your accounting software, for the employee as a supplier, you can set default purchase account codes if it is always fixed (see an example screenshot below)
Additional features
Also, click this link here to find out the following features for expense claims:
- Add employees in bulk to EzzyBills
- Expense claim notification
- Expense claim limits
- Expense claim reports