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
- OneDrive integration
- 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)
- Approval Email Batching
- 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
- Set missing claimant
- 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
- OneDrive integration
- Process Repeating invoices to Xero
- Receipt purchase order items in 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
- OneDrive integration
- Show All Articles ( 7 ) 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
- OneDrive integration
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Custom Workflows
- An example on how to build a new EzzyBills workflow
- Approval Email Batching
- 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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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
06.6 Set tracking data during approval
You can specify tracking data at the time of invoice approval.
For this to work, you will need to enable approval and then during approval, you can view and change the invoice data:
- On approval email request: click the “Modify” button, or
- login to EzzyBills. Go to “Search/Approve” > “Waiting Approval” tab. All invoices that are waiting for approval will be displayed. Click the “approve” link on any invoice.
I. Set tracking for the whole invoice
For example, on the approval email request, click the Modify button – you will be directed to a browser window. You can specify Tracking Option there.
- In the box for “select one or more tracking options”, you can select one or multiple tracking options.
- If “New Tracking” is ticked, you can manually enter the tracking option(s) in the box below. It is case sensitive.

Please note
- For Xero users, all the tracking options are listed. You can select one option from the Xero tracking category 1 and another one from the Xero tracking category 2.
- For MYOB users, you will only need to choose one job from the list.
- For Xero users, if you do not want EzzyBills to create new tracking options at all, you should login EzzyBills, click Workflow, click the “Xero Export” workflow task in the middle box, move mouse outside the box and scroll down and copy/paste/edit this setting. Click Save below the setting box.
Examples that are exported to Xero
- For example, if tracking option 11184 is selected, it will be exported to Xero like this below:

- You have selected two Xero tracking options (Xero tracking Settings example). Or manually enter two tracking options (for each: Tracking Category followed by Tracking Option): “Job 11184 State NSW”, or “Job 11184 | State NSW”. Then it will be exported to Xero like this bill below.

II. Set tracking on invoice lines
- For QuickBooks, tracking data may be on the invoice level, or on the line level. You can specify both during approval. On the invoice level, see instruction in Section I.
- For Xero & MYOB users, if tracking data are different on the lines, you can also edit the tracking in the table.
To specify tracking on the line level, click “Show Table” when you on the modify page during approval.
Then review or edit (screenshot below)

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