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
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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
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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
Expenses on corporate credit cards
Introduction
In this use case, the business has a corporate credit card, which is shared by all the employees. Under this header account (corporate card), there are many individual card numbers – one for each of the employees to use. In the accounting software, you set up one single credit card account for the corporate credit card (header account). If you have set up automatic bank feed, the transactions from all the individual card numbers will come to this single account.
Each employee can upload their expense receipts to EzzyBills via email or the EzzyBills mobile app. These expense receipts will be exported to your accounting software by EzzyBills, as a spend money transaction under this bank account.
Set up employee expense cards in EzzyBills
1. Go to your EzzyBills Settings, and click the “Approval & Expenses” tab at the top.
2. In the “List of Users/Approvers” table you will need to set up all the individual employee cards under your header account.
- The “Name” can be the individual account number (as per the screenshot) or the staff’s name.
- The “Approver Email” is who will approve the expenses on the individual employee accounts (eg. Manager)
- The “Business Bank Account” is the last 4-digits of the corporate card (this is the corporate card set up in your accounting software).
- Ensure you click “save changes” just under the table. Once saved, EzzyBills will generate a unique “Upload Email” for each employee.

Upload receipts by employee
How to upload expense receipts to EzzyBills?
For employees, to scan receipts, they can either
- use the EzzyBills Mobile App (see below for more details), or
- simply forward the receipt to EzzyBills via the “Upload Email” that is generated in the table above.
How to use the EzzyBills Mobile App to scan receipts?
- Click the “Gear Box” – add Alias Name (which is the “Name” field in the List of Approvers table in EzzyBills Settings) for that employee.
- (back on the main page) click “Scan Now” to scan receipts using EzzyBills App.
- The receipt will be uploaded to EzzyBills and then exported to your accounting software.
- There is also an option to “Review Receipts” before they are sent to your accounting software. Once this is ticked, the invoice data will come back to the employee’ phone app for review – once approved, it will be sent to EzzyBills.
- EzzyBills will then email the approval to the email address in the “List of Users/Approvers” table.

Approval of receipts by managers
The manager, whose email address is specified in EzzyBills, will receive an email to approve expenses. A sample email is provided below. The manager can click “Approve” button to approve, or click “Modify” button to review then approve. Or Click “All My Approvals” at the bottom of the email to open it on a web browser to view/approve all approvals sent to this email.

Export receipts to your accounting software
Below, shows a screenshot of a Spend Money transaction exported to Xero by EzzyBills.
- The “Name” that you set up in the EzzyBills List of Approvers table is provided in the “Reference” box, followed by the invoice number, if there is one.
- This allows you to identify which employee this transaction is for.
