Recent tech updates
Bug fixing for MYOB job number has a comma in it.
Make more QuickBooks account codes available during approval: now it includes additional assets & liability.
Update on employee expense claims: find out more
We now have these new features: 1) an app for you to add employee in bulk to EzzyBills, 2) you can now set up EzzyBills so to notify employee their claiming status, and 3) you can use special workflow and set claim limit per invoice on the workflow.
Specify general leger code in EzzyBills for a supplier. GL code is the “Account Code” in Xero and MYOB, the “Category” in QuickBooks). For Xero and MYOB users, you can specify the account code in your accounting software and then we will use it. For QuickBooks users, you need to specify it in EzzyBills, go to Apps > Contact, search/find the supplier, and specify the account_code. Click “Save“.
VAT number from QuickBooks UK: the VAT number added in the “other” area of vendor information will be be saved & unmasked now (to solve the issue of two suppliers with the same last 4 digits).
Bug fixing for multiple currency for QuickBooks user. With this bug fixing, now your QuickBooks base currency can be different from your country (such as for a UK business, the base currency is US dollar). EzzyBills can process supplier invoices in GBP. Now our multiple currencies shall work excellently for QuickBooks users.
We now support an ‘Approver’ only login: upgrade your account to HQ, create a new user, and change the role to “approver” for the user and click “Save Changes”. This allows an approver to login to EzzyBills and approve all their invoices rather than via email. more
Not suitable for HQ accounts containing more than one company.
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).
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).
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).
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.
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.
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)
simPRO credit notes work ok now. SimPRO fixed this back in November.
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 firstname.lastname@example.org referencing DocID.
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.