EzzyBills User Guide

Quick Start Guide

1. Sign up – free trial

Go to www.ezzybills.com and click “Free Trial” button. The free trial will be for 30 days, up to 100 documents.

2. Connect to your accounting or management software

After login, click “Apps”, and select the software logo and click “connect” below. Make sure to choose the correct company if you have multiple.

3. EzzyBills Settings

Click Settings after login

For most users

In the Settings window, for most users, the only things you may need to edit are

– Type in your business’s ABN/GST/VAT number. This basically creates an exclusion list. We will avoid identifying business with this ABN/GST/VAT number as suppliers.

– Click Check for Duplicates to turn it on.

– Click Save Settings .

Users that need advanced options

There are advanced features available, such as tracking items, tracking jobs and locations. Click Settings, and then Advanced Options.

If you need to approval invoices/receipts before they are exported to your accounting software: Click Settings, and then Approval and expenses.