Then steps below. Step 1.Log in to EzzyBills, selectSettingsfrom the left-hand menu, and then click theEmailtab at the top. Step 2:Scroll down to theEmail Syncsection and select one of the three options:Disabled,Automated, orManual. It is recommended to start withManual. Once selected, ...
Log in to your EzzyBills account, and clickWorkflow. Click “NewWorkflow” on the top right of your screen. Click “Duplicate Existing Workflows“, choose your active workflow to copy, andCreate.Renameit if you wish. Add two additional tasks (“Check Before Export” and “Export Approved”)...
Try EzzyBills Free for 14 Days! Get started in just 5 minutes: Sign upa free trial EzzyBills account atwww.ezzybills.com. Log inEzzyBills and click the"Connect to Xero"button or go to ourAppspage to connect. Test itby dragging and dropping some bills, or email. For bill processing, ...
EzzyBills’ AI technology extracts virtually any data you need — choose between standard invoice data or fully customized data tailored to your workflows. Step 3: Smart Exporting The data is exported into accounting software in less than a minute, with GL ...
We now support an ‘Approvers’ only login. This allows an approver to login to EzzyBills and approve all their invoices via login rather than via email.This is a new option for our customers, which does not change the existing ‘email’ approval methods. An invoices are still sent to app...
In EzzyBills, in the processing log, you can view the PO details and get complete status updates (Screenshot). Line items are not logged so far. We now support multi-line item code extraction with the help of learning rules. New Zealand (NZ) invoice processing: EzzyBills now automatically...
For new users added to your Xero, log into your EzzyBills account, go toApps, and hit “Refresh”(screenshot). This is required so that they can use Xero Launcher. Date: 12-March-2022 Support Ireland Xero Users:there is a new update – now we support tax rate (23% or none) for ...
Why in sandbox? When a document was being processed, you changed the active workflow that it was using. The active workflow now lack the workflow task that it was using. So the document could not find where to go next. In the log you will see something like this. ...
If the code is logical to you, click “Publish Task“. A new document for this task creation will be generated in EzzyBills, accessible from the Dashboard. If the code compilation did not succeed, an error will show in the processing “log” and the task will not be created. ...