Enhancing Supplier Matching with Tags

EzzyBills has introduced a new contact field “Tags” to enhance supplier matching.

• By adding a single quote around the tag name, EzzyBills can match directly with the specified supplier, even without other matching details.
• Add multiple tags.
• Add a single tag

Use case 1: multiple suppliers with the same business number

If you have multiple suppliers with the same business number, we will need additional contact data to determine which one to use. You can

• add the additional contact data in your accounting software, or
• add the additional contact data in EzzyBills using the “Tags” field (follow instructions below)

In this case, you should

• enter the business number in your accounting software (such as Xero, MYOB …), and
• enter the tags without single quotes in EzzyBills.

Example: two invoices from Bunnings, but at different stores. You have two suppliers in your Xero: Bunnings Burleigh and Bunnings Tweed.

[screenshot: a bill from Bunnings Burleigh]

[screenshot: a bill from Bunnings Tweed]

Use case 2: the supplier’s business number & business name are not on the invoice

In this case, if there is unique text string on this supplier’s invoices, we can enter this text string, with single quotes, in the “Tags” field in EzzyBills Contacts page.

How to use the “Tags” on the EzzyBills Contacts page

Go to EzzyBills > Contacts, click the contact list link, search for the supplier you wish to add tag and click the supplier name from name column.

• Enter a tag under the “Tags” field. The tag should be a unique text string on this supplier’ invoices.

[Screenshot: tags for Bunnings Burleigh]

[Screenshot: tags for Bunnings Tweed]

• You have the options to enter multiple tags, separating by a vertical line (|).
• If you enter a single quote before & after the text string, the tag is equivalent to the “Account Number” field in Xero Contact. It means that if we found this text string above the table on any suppliers’ invoice, we will set the supplier to be this supplier that you are editing. You should avoid using single quotes unless this tag is very unique (i.e. the change of it appearing on other suppliers’ invoices are extremely rare). (Screenshot)
• Repeat above steps for the other suppliers you want to add tag

How to test

Upload the bills. Find out whether EzzyBills identified the correct suppliers.

• For the case that multiple suppliers have the same business number, you should upload multiple bills from different suppliers of this group, not just one bill.