Sync your Email account with EzzyBills

What is Email Sync? 

You can now sync your Office 365 or Gmail email account to EzzyBills directly.

• No more email forwarding and you are in charge, from your email account.
• We will process your emails with attachments. The bills and expenses will be exported to your accounting software.

How to Sync your Office 365 Email account?

Where to get started

• Login to EzzyBills, click the Email top menu. See options and rule settings.
• Three options to choose from
  • Manual: you will need to manually drag invoices to the folder/label “EzzyBills”. You can set email rules.
  • Automated: we will automatically process inbox emails containing file attachment. You can set email rules.
  • Disabled: will not process

Web instructions:

• Office 365 Sync Instruction
• Gmail Sync instruction

Watch Video Tutorial (for Gmail, but the steps are similar for Office 365)

1. How the emails are processed? 

Only emails in the inbox are processed.

For “Manual”, you will manually drag/drop emails to the folder “EzzyBills” (which is created automatically).

• We will then process the emails in this folder – do document classification first to separate bills, statements, credit notes etc.
• Bills that have been processed will be moved to the sub-folder EzzyBills > Bills

For “Automated”, EzzyBills will process your emails in “Inbox” automatically (with document classification to separate bills, statements, credit notes etc.)

• Only the emails that came in after-the-syncing will be processed (not these before).
• Bills that have been processed will be moved to the sub-folder EzzyBills > Bills

For “Disabled”, EzzyBills will not process your emails.

2. What emails do we process?  

Only emails in the inbox are processed, and only emails that have a time stamp newer than the “email sync time zero” (when the email sync was established).

For examples

• The emails that arrived before the  “email sync time zero” will not get processed. 
• Older emails that are manually dragged into your inbox from your other email accounts without forwarding will not get processed (the email time stamp stays old).

3. Use Email Rules to fine-tune Email Sync

Login to EzzyBills, click Email, you will see a set of Email Rules that you can use.

• These rules only apply to Email Sync, not email uploading to your_upload_email@ezzybills.com.

Steps to set up an email rule

• Tick the box on the left of the rule that you want to use, for example – excluding a file type

• Click the blue text to the right. And type in rule parameters in the new pop-up window (for example, type in “csv”)

• Click Save Settings.  Then the rule will be formulated and move to the top of the list.

Automatic Processing your Account Payable Emails to Xero, QuickBooks, MYOB, and more!