Unleashed integration

Overview

Date: 29 September 2026

The EzzyBills Unleashed integration enables users to export purchase orders and supplier invoices from EzzyBills into Unleashed Inventory.

The integration supports three core workflows:

• Create Purchase Order (PO)
• Create Bill (Receipt) Against Existing PO
• Create PO and Bill Together (Non-PO Invoice Workflow)

Prerequisites

Before using the integration:

• An active Unleashed account is required.
• Sign up EzzyBills free trial account (choose “Unleashed” for “Integrate with”
• API credentials must be obtained from Unleashed.
• Suppliers must already exist in Unleashed.
• Product records should exist in Unleashed, or EzzyBills will attempt to create missing products where supported.

Connecting EzzyBills to Unleashed

To generate the API ID and API Key in Unleashed for step 3 below:

1. Log in to Unleashed as the Account Owner. 
2. Select Integration from the main menu. 
3. Select Unleashed API Access. You will be shown your Unleashed account’s unique API ID and API key.  
4. Take note of your unique API ID and key for Unleased for use below.

Connect EzzyBills to Unleashed:

1. Navigate to Apps in EzzyBills.
2. Select Unleashed.
3. Enter the API ID and API Key from Unleashed (see instruction below on how to get these data).
4. Save the connection.

Available Workflows

Screenshots: Unleashed PO Example and Receipt Example (Create by EzzyBills)

1. Create Bill Against Existing PO (Default Workflow)

Purpose: Receive a supplier invoice (e.g. bill) against an existing Purchase Order in Unleashed.

How to use it:

Go to Dashboard, and upload an supplier invoice file (by Drag/drop, select or email). we will process the invoice immediately – you will see the file going through the following workflow.

Workflow: go to Workflows, you will see this workflow “Unleashed PO Check”

Extract Invoice (tasks: Pre-extract, Extract
    ↓
Check PO (task: Check PO Exists)
    ↓
Create Receipt (task: Unleashed Export) 

A valid Purchase Order number is required. Examples:

63
PO63
000063

The integration validates the purchase order, line items, quantities and totals before creating the receipt in Unleashed.

2. Create Purchase Order

Purpose: Create a Purchase Order in Unleashed from a document processed by EzzyBills.

Workflow: this workflow is not created automatically when you sign up an EzzyBills free trial. You will need to create manually with the following tasks.

Start  (Must do: Edit setting to set Export Target to be 50)
    ↓
Extract Document  (2 tasks in this order: Pre-extract, Extract)
    ↓
Create Purchase Order (task: Create PO)

A new Purchase Order is created in Unleashed containing the supplier, products, quantities, pricing, tax and discounts.

How to use it:

If not setting as “Active” (default): Go to Dashboard, click “Advance Upload” and choose the correct workflow, and upload the invoice.

3. Non-PO Invoice Workflow

Purpose: Export an invoice when no Purchase Order exists.

Workflow: this workflow is not created automatically when you sign up an EzzyBills free trial. You will need to create manually with the following tasks.

Extract Invoice (2 tasks in this order: Pre-extract, Extract)
    ↓
Create PO and Receipt PO (single task: Unleashed Export)

EzzyBills automatically creates the Purchase Order and then creates the corresponding Receipt/Bill in Unleashed.

How to process a bill to this workflow:

If not setting as “Active” (default): Go to Dashboard, click “Advance Upload” and choose the correct workflow, and upload the invoice.

Supplier Handling

Suppliers must already exist in Unleashed.

If a matching supplier cannot be found, the export will fail and EzzyBills will return an error indicating that the supplier does not exist in Unleashed.

Users should create the supplier in Unleashed before retrying the export. To retry: On Dashboard, click the “Modify” link, review the supplier extract, and click “Save” – which will trigger retrying the export.

Product Handling

Products are matched using the product code.

• If a matching product exists in Unleashed, it is used.
• If no matching product exists, EzzyBills will create the product and then uses the newly created product record.

Tax Treatment

Tax is automatically applied using the following logic:

1. Use the supplier tax rate if configured.
2. If no supplier tax rate is configured, use the location or system default tax rate.

This behaviour mirrors how Unleashed applies taxes internally.

Purchase Order Fields

The integration currently populates the minimum fields required by Unleashed, including:

• Product Code
• Description
• Quantity
• Unit Price
• Discount
• Tax Rate
• Line Total

Additional fields may be supported in future releases.

Partial Receipts

Unleashed supports partial receipts.

For example, if a Purchase Order contains a quantity of 5 but only 2 items are received:

• The receipt is completed for the quantity received.
• Unleashed automatically creates a new Purchase Order for the remaining quantity.

PO63   → Received
PO63/1 → Remaining items

This behaviour is performed by Unleashed and not by EzzyBills.

Multiple Bills Against a Purchase Order

When Unleashed creates a split Purchase Order such as PO63/1, EzzyBills does not currently automatically locate the new split PO.

Users must manually select or enter the new Purchase Order number when processing subsequent invoices. We will automate this soon.

Price Variance Handling

Unleashed enforces strict validation when receiving invoices against Purchase Orders.

• Quantity mismatches may cause an error.
• Price differences may cause an error.
• Total discrepancies may cause an error.

EzzyBills attempts to account for taxes, freight and rounding differences, however significant variances may still be rejected by Unleashed.

To accommodate your business requirements, EzzyBills can be configured/customised to automate the handling of price variances, including:

• Defining acceptable tolerance thresholds (for example, allowing variances up to a specified amount or percentage)
• Automatically updating the Purchase Order to match the supplier invoice before exporting to Unleashed
• Configuring custom approval and variance handling rules based on your business processes

This allows you to balance financial controls with operational efficiency while ensuring invoices are processed according to your organisation’s policies.

Source Documents and Attachments

Unleashed does not currently provide a public API for uploading attachments.

As a result, EzzyBills cannot automatically attach invoices, purchase orders or supporting documents to records in Unleashed. Coming soon: provide the EzzyBills file url in the note field – so you can easily view this file on a web browser.

Future Enhancements

• Automatic discovery of split purchase orders.
• File url is provided in the note field (or file attachment if Unleashed will allow it).
• Enhanced price variance handling.

Support

For assistance with the EzzyBills Unleashed integration, contact the EzzyBills support team support@ezzydoc.com and provide:

• Sample supplier invoices
• Or invoice document ID if it has been uploaded to EzzyBills
• Describe your business accounts payable processes (such as: do you create a PO for most purchases? Then do you often have one bill, or multiple bills, for a single PO? Or you generally do not create PO until bills have arrived).