Webinar: Automating Your Simpro AP with EzzyBills – Recording

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EzzyBills User Guide

Upload your first invoices or receipts

Here’s a clear and polished rewrite of your technical guide, using a professional tone and organized formatting:


Upload a Bill or Receipt with EzzyBills

1. Uploading a Document

To upload a bill or receipt to EzzyBills:

  • Via Web Portal: Log in to the EzzyBills Web Portal. You can either drag and drop the file into the upload area or select it manually from your computer.
  • Via Email: Send the document to your unique EzzyBills Upload Email address. This is a convenient way to submit files directly from your inbox.
  • Via EzzyBills mobile app: download, login and scan – more details below.

2. Watch Processing in Real-Time

Once uploaded, you can watch EzzyBills process the document live. A new document tile will appear on your Dashboard in the EzzyBills Web Portal, showing the progress of extraction and upload.

3. Data Extraction Accuracy

EzzyBills automatically extracts data from your document. If the extracted data isn’t quite what you expected:

  • Reach out to our support team at support@ezzydoc.com.
  • You may also need to adjust certain EzzyBills settings, such as enabling advanced features like item codes.
  • For issues related to supplier recognition, refer to our Supplier Matching Guide (link to be inserted).

4. Actions and Error Handling

  • Processing Time: Each document typically takes just a few minutes to process.
  • Error Notifications: If an issue occurs,
    • Red the error message.
    • If the message says “Your accounting software is busy”, no action is needed — the system will automatically reattempt processing.
    • If it says “Not connected to accounting software”, please revisit the connection setup process.
    • For any other errors or issues, contact support@ezzydoc.com for further assistance.

Upload sale invoices

Scan receipts

Search “EzzyBills” to download EzzyBills Mobile App to your phone, and scan paper bills or receipts.

  • Search, download and install EzzyBills Mobile App
  • Login with EzzyBills username or password (or use the QR code, which is visible in Settings after you login to EzzyBills via the web browser)
  • Scan receipts.
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