EzzyBills User Guide
-
Services
-
- 00. Document types & uploading
- Attach the email body to a bill in your accounting software.
- Download Invoice History
- Drobbox integration
- Dropbox Integration Setup
- 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
- OneDrive integration
- OneDrive Integration for A Group
- Searching invoices within EzzyBills
- Sync your Email account with EzzyBills
- Upload Email Alias
- What EzzyBills can do for you?
- zip file
- Show All Articles ( 7 ) Collapse Articles
-
-
- Articles coming soon
-
- 03. Guide: Setting Up Per-Line Approval Workflow Using AI Tasks
- 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
- Line Level Approval
- Set missing claimant
- Use Case: Approval by Department
- Use Case: Department Leader, CFO and CEO Approval based on amounts
- Use Case: Finance team to approve, then one of the managers
- 📘 Guide: Implementing a Per-Line Approval Workflow Based on Supplier and Tracking Categories
-
-
Getting Started
-
Customized Solutions
- 01. Configuring Frequency for Automated Standalone AI Tasks
- 02. Archive Xero Bill Attachments to Dropbox
- 03. Guide: Setting Up Per-Line Approval Workflow Using AI Tasks
- 04. Automation with AI Extract
- 05. AI Extract Usage Guide
- Multi-Bill PO Support in Xero
- 📘 Guide: Implementing a Per-Line Approval Workflow Based on Supplier and Tracking Categories
-
Xero
-
- 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
- 03.2 Attach invoice/receipt files to reconciled bank transactions in 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
- Batching
- Drobbox integration
- Dropbox Integration Setup
- Employee Expense Claim
- Employee expense claims new features
- Enhancing Supplier Matching with Tags
- 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
- Read job tracking & account code from email body
- Receipt purchase order items in Xero
- Show All Articles ( 19 ) Collapse Articles
-
-
QuickBooks Online
- 00. QuickBooks Online Integration
- 01. Getting Started for QuickBooks Online users
- 02. Bills to QuickBooks Online
- 02.1 Account codes on bills to QuickBooks Online
- 03. Expense receipts to QuickBooks Online
- 04. Bills & matching PO to QuickBooks Online
- 05. Sales Invoices to QuickBooks Online
- 06. Track Class, Customer, Location or Project in QuickBooks Online
- 06.1 Tracking Project in QuickBooks Online
- 07. Product/Service Code Extraction (item codes)
- 08. Upload Purchase Orders
- 09. Credit Notes Processing
- 10. Disconnect EzzyBills from QuickBooks Online
- 11. Custom Fields for Sales Invoices in QuickBooks Online
- 12. Extract double tax rates from Canadian invoices
- 13. Review Bills or Expenses in QuickBooks Online
- Batching
- Drobbox integration
- Dropbox Integration Setup
- Employee Expense Claim
- Employee expense claims new features
- Enhancing Supplier Matching with Tags
- Expenses on corporate credit cards
- EzzyBills Mobile Apps
- Google Drive Integration
- Invoice lines data extraction
- OneDrive integration
- Show All Articles ( 12 ) Collapse Articles
-
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 (PO may exist in MYOB)
- 04.1 Bill & PO match (PO must exist in 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
- Attaching Documents to a Purchase Order in MYOB via EzzyBills
- Batching
- Drobbox integration
- Dropbox Integration Setup
- Employee Expense Claim
- Employee expense claims new features
- Enhancing Supplier Matching with Tags
- 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
- Show All Articles ( 12 ) Collapse Articles
-
Custom Workflows
- 01. Configuring Frequency for Automated Standalone AI Tasks
- 02. Archive Xero Bill Attachments to Dropbox
- 03. Guide: Setting Up Per-Line Approval Workflow Using AI Tasks
- 04. Automation with AI Extract
- 04.1 Bill & PO match (PO must exist in MYOB)
- An example on how to build a new EzzyBills workflow
- Approval Email Batching
- Batching
- 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
- Line Level Approval
- Price Adjustment Workflow
- Price Check workflow
- Price Check Workflow (setup)
- Processing foreign language invoices
- Read job tracking & account code from email body
- Statement Reconciliation Workflow
- Statement Reconciliation Workflow - with AI Task
- Switch Workflow - a workflow task
- Use workflow to set tracking
- Using Agent to Generate Reports
- Show All Articles ( 9 ) Collapse Articles
-
simPRO
- 01 Set up EzzyBills trial & Connect to SimPro (NEW)
- 01.1 Set up EzzyBills trial & Connect to Simpro (OLD - do not use this page)
- 02. Simpro Bill Automation: Automate Data Entry and PO Matching
- 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
- 02.4 Simpro Progress Payment
- 03. Process expenses directly to a job in Simpro
- 03.1 Process contractor 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
- 09 Upload Vendor Quotes to Simpro
- 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
- Show All Articles ( 4 ) Collapse Articles
-
FAQs
-
- Q19: What does EzzyBills export to your accounting software?
- Q20: How long is invoice files and data kept by EzzyBills?
- Q21: supported file types
- 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?
-
- Enhancing Supplier Matching with Tags
- 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?
-
- 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?
-
-
User Interface
-
Netsuite
-
Cin7 Core (DEAR)
-
Triumph
-
Tidy
-
API
- API to match bill with purchase order
- API – Add Learning
- API – Learning Keywords
- EzzyBills API – Sample Applications in C#
- EzzyBills Integration using Webhooks
- Rest API Examples using Postman
- Rest API Examples using Python
- Set up a free trial account to use EzzyBills API
- Using EzzyBills API - PHP or cURL examples
-
Integrations
- 00. MYOB integration
- 00. EzzyBills Approval Workflow
- 00. NetSuite Integration
- 00. Procore Integration
- 00. QuickBooks Online Integration
- 00. ServiceTitan integration
- 00. Xero Integration
- Ascora Integration
- Cin7 Core (DEAR) Integration
- Gojee integration
- My Construct Integration
- Scoro Integration
- Simpro integration
- Styck and EzzyBills Integration
- Tidy Integration
- Triumph Integration
- WorkflowMax
- WorkGuru Integration
- Show All Articles ( 3 ) Collapse Articles
-
Trouble Shooting
-
WorkflowMAX
-
Ascora
-
Styck
-
WorkGuru
-
PROCORE
- 00. Procore Integration
- 1.1 Upload bills in EzzyBills to match a Procore PO
- 1.2 Upload Multiple Bills to Fulfill a Procore Purchase Order
- 1.3 Adding Project Manager Approvals in the Procore PO Process
- 2.1 Upload bills in EzzyBills to match a Procore Subcontract
- 2.2 Adding Project Manager Approvals in the Procore Subcontract Process
- 3.0 Upload bills and receipts as Direct Costs in Procore
- Sign up with EzzyBills and connect to Procore
-
ServiceTitan
-
EzzyBills Paperless Approval workflow with AI
06. Xero Tracking
Updated
When EzzyBills processes a document, tracking information can also be extracted if available on the document. Or users can specify the tracking data during approval.
We obtain tracking data using one of the following methods:
Tracking methods
Sections of Article