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
- 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?
- Show All Articles ( 4 ) Collapse Articles
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- Articles coming soon
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- Approval by admin (on Search/Approve)
- 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
- Employee Expense Claim
- Expense Claim for Business Owners in Xero
- Expenses on corporate credit cards
- EzzyBills Mobile Apps
- Invoice lines data extraction
- Process Repeating invoices to Xero
- Show All Articles ( 9 ) Collapse Articles
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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
- Employee Expense Claim
- Expenses on corporate credit cards
- EzzyBills Mobile Apps
- Invoice lines data extraction
- Show All Articles ( 2 ) 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
- Employee Expense Claim
- Expenses on corporate credit cards
- EzzyBills Mobile Apps
- Invoice File Get Attached in MYOB
- Invoice lines data extraction
- MYOB – how to change supplier in MYOB on a bill
- Show All Articles ( 4 ) 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
Recent tech updates
Date: 22-Jan-2023
In the recent weeks, updates on approval user interface: recently many changes have been made.
- In all cases, we will show “all my approvals” UI. The simple approval is gone. The batch approval is gone, but can be shown by if you insert the text “batch” in the Advanced setting “UIOptions”.
- Add “Save” button (You can now change the invoice details or add notes, gl codes, tracking etc, and click save. This will save all your changes. In cases where an admin wants to review the details before sending to an approver then they wont need 2 levels of approval. They can use one level. On first level they review/change then save then send to the approver using “not for me”)
- Add two toggle buttons to all my approvals, so that you can set layout to portrait or landscape (top right corner).
Date: 19-Jan-2023
Update on “Purchase Order Keywords”: go to Settings > Advanced Options to find this setting. We can now handle the case of keyword and PO number having no space in between (add ‘|’ before and after keyword).
Date: 11-Jan-2023
Update on the “search” function: under “Search/Approve”, you can enter invoice data, such as supplier name and invoice amount, to search. With this new update, the search results will include invoices are waiting approval, or failed to export (not just those that are successfully exported/finished).
Date: 8-Jan-2023
Modify tax rate: For Australian businesses that are not allowed to claim 10% tax (rather a reduced percentage) or 0%, now you can specify this reduced tax rate in EzzyBills workflow task “Set Invoice Details’, adding the CHANGE_TAX setting.
Date: Dec 2022 & Jan 2023
Edit invoice table during approval: during EzzyBills approval, you can now edit invoice table data, in additional to invoice header data. For some data, you can set both in the table and on the invoice header, such as account codes and tracking.
For account codes, if you set on the header level, the data in the table will not be used.
For tracking, you can set both on the header level and line level. For example, for QuickBooks users, you can set location on the header level, and class on the line level.
Date: 17-Dec-2022
New setting “Set Account Code Before Approval“: in Settings > Approval & Expenses. (screenshot)
After it is enabled & saved, click “Workflow” to verify workflow task “Set Account Codes” in the active workflow. With this, account codes will get set before approval. If all account codes are the same then we will set the account code at header level; otherwise, it will be on the line level.
Date: 16-Dec-2022
To record the HQ user name that logged in EzzyBills and approved invoices. The HQ user name is recorded in the processing “log”.
Use case: EzzyBills customers have requested the ability for multiple staff members to be able to login to EzzyBills and each be able to approve invoices and be able to see who approved which invoice. (how to add HQ user)
Date: 15-Dec-2022
simPRO credit notes work ok now. SimPRO fixed this back in November.
Date: 12-Dec-2022
On the top of previous multiple-column description, EzzyBills can now extract each column of description separately (each allows multiple lines) and then combine them together into a single line of description. Need this: Email to support@ezzydoc.com referencing DocID.
Date: 6-Dec-2022
Improvements to item code extraction: If there are multiple possible item codes on a line, we will be able to smartly determine which one to use.