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EzzyBills User Guide

OneDrive Integration for A Group


If you have an EzzyBills group account (ie. multiple EzzyBills accounts under a primary user), then you can connect the primary user to Office365, then create an upload folder for each EzzyBills account and any document you upload into the sub-folders will automatically get uploaded into their EzzyBills Account

For example. you have an EzzyBills account called ‘Clarisse’.
You then created 2 additional accounts in your group: ‘Clarisse 1’ and ‘Clarisse 2’

To integration with OneDrive, follow the steps below:

  • First, connect my Clarisse account to Office365. In this process, EzzyBills creates the “EzzyBillsUpload” folder. (see how: OneDrive Integration for a single user)
  • Then, create 2 subfolders ‘Clarisse 1’ and ‘Clarisse 2’. See screenshot below.

If you upload invoices into there respective folders, they will be uploaded to the corresponding EzzyBills accounts. For example, files in the ‘Deakin Store’ will automatically get uploaded into the ‘Clarisse’ EzzyBills account, and then get exported to the accounting system that the ‘Clarisse’ account is linked to.

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