Webinar: Automating Your Simpro AP with EzzyBills – Recording

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EzzyBills User Guide

Searching invoices within EzzyBills

In EzzyBills Dashboard, you can search the following – the search results will be sorted according to date and relevance. Option to “include Deleted” or “Show Details”.

  • all the invoice header data:  supplier name, invoice number, invoice date, and invoice amount etc.
  • the uploaded file name. 
  • the DocID number (7, 8, or 9 digit number, unique for each document;  appearing  in your accounting software in the transactions that EzzyBills created – in the file name or in the memo or note field)
  • label (that you added to the invoice during manual upload. You can also use the “Add Label” button in Search/Approve)
  • processing error/warning messages
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