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Supplier Statement Reconciliation

Do you want to know the status of the invoices listed on a supplier statement?  
  • Forward the statement to EzzyBills. We will check your accounting software for these invoices and generate a report for you.

How to use Statement Reconciliation?

There are two options

  • email statement files as attachment to ####.App.SR@ezzybills.com, where ####@ezzybills.com is your normal email upload address.
  • create an automatic workflow for statement (not recommended for the 1st time users).

Option 1: Email Statement to EzzyBills (use email alias .App.SR)

Screenshot below: an example of supplier statement.

1. Email the statement file to ####.App.SR@ezzybills.com where ####@ezzybills.com is your normal email upload address).

 

2. Login to EzzyBills (via the normal web portal). You will see a new document tile generated.

Move your computer mouse over the document tile, you will see more information. Click the SR report link to open the statement reconciliation report in a new web-browser tab.

4, you will see the statement reconciliation report in a new tab

(Screenshot below: report against Xero  – there is link provide to access the bill in Xero)

(Screenshot below: report against MYOB)