EzzyBills is an invoice processing system that works by extracting the invoice details and putting them into different systems such as Quickbooks, Xero, MYOB and other systems. Ascora can now integrate with EzzyBills and using this integration, you can upload your supplier invoices into EzzyBills and once processed, details are uploaded automatically into your Ascora account.
You can process your supplier invoices in EzzyBills using any of the following methods.
- Manually upload your supplier invoices
- Have your suppliers send your invoices to your EzzyBills unique email address
- Sync with your Mailbox such as Office 365 or Gmail
EzzyBills support an approval workflow and will only send the invoice details to Ascora once approval process is complete. This can be set up in the Workflow tab.
How to Integrate EzzyBills with Ascora
1. Go to http://www.ezzybills.com/ and log into your EzzyBills account. If you don't have an account with EzzyBills, you can click on the 30 Days Free Trial button to register.
If you already have an account, proceed to step 5 after logging in. If you're creating a Trial account, proceed to step 2.
2. After clicking 30 Days Free Trial you'll see the following screen where you enter your details to create an EzzyBills account.
In the field Integrate With make sure to select Ascora to create the correct Workflow and once all other details are complete, click Register.
3. It will take a few seconds to complete the registration and once done, you'll see the following screen.
You'll be assigned your unique EzzyBills mailbox which you can provide to your suppliers and they can send invoices to that mailbox.
Alternatively, you can set up automatic sync with your mailbox by clicking the "sync" link.
4. Click Workflow and you should see one that is readily built in the system as part of EzzyBills and Ascora integration.
This is the standard workflow for EzzyBills and Ascora integration but if you want to update this workflow such as adding an approval process, you're able to do it by clicking New Task.
How to add API Key to your EzzyBills account
Your API key is the direct connection between your Ascora account and EzzyBills in order to sync both systems as part of the integration process. The next step is to obtain and copy your unique API Key in Ascora and paste it into the EzzyBills by going to the Apps tab.
5. Access https://ascora.com.au/ and log into your Ascora account then go to Administration → API Settings.
6. Click on Generate New API Key if you haven't generated one before otherwise, click on Copy to Clipboard if there's already one available.
7. Go back to your EzzyBills account and navigate to the Apps tab and select Ascora.
8. From the same screen after clicking on Ascora, scroll down and enter or paste the API key in the Ascora API Key field then click Save.
Uploading an Invoice in EzzyBills
Each EzzyBills account has a unique email address assigned which you can provide to your suppliers to where they can send the invoices to. EzzyBills also supports pulling invoices from Dropbox and Google Drive and also works with hyperlinks.
1. Go to Dashboard and click on the Select box and search for your supplier invoice and click Open.
2. EzzyBills processes the invoice and shows a preview in the Dashboard similar to what is shown in the image below. This is the same screen where the error displays if something went wrong during the upload or import process.
3. You can hover the mouse cursor in the image preview to show more information or see the link to access the invoice on the Ascora screen.
4. Invoice details are sent to your Ascora account which you can access in the Inventory → Supplier Invoices area.
In this example, we see Bunnings invoice successfully imported in Ascora which was pushed from EzzyBills.
Imports with Errors Encountered
Invoices added to EzzyBills but encountered an error show as images with red background compared to successfully processed ones that appear in green background.
The following example shows Bunning's Supplier Invoice that failed to process completely.
Hover the mouse cursor in the image preview to see the details of the error. In this example, this invoice failed to push across to Ascora due to missing authorisation token which can be set up in the Apps tab.
Tips
If EzzyBills could not locate the supplier, it will create an Unknown Supplier but if it can locate the new supplier, it will be created automatically.
Allocating supplier invoice line items to a job or PO must be done in Ascora Inventory → Supplier Invoices screen.
With one EzzyBills subscription, you can integrate with multiple applications or systems such as Xero and Ascora at the same time.
EzzyBills is an invoice processing system that works by extracting the invoice details and putting them into different systems such as Quickbooks, Xero, MYOB and other systems. Ascora can now integrate with EzzyBills and using this integration, you can upload your supplier invoices into EzzyBills and once processed, details are uploaded automatically into your Ascora account.
You can process your supplier invoices in EzzyBills using any of the following methods.
- Manually upload your supplier invoices
- Have your suppliers send your invoices to your EzzyBills unique email address
- Sync with your Mailbox such as Office 365 or Gmail
EzzyBills support an approval workflow and will only send the invoice details to Ascora once approval process is complete. This can be set up in the Workflow tab.
How to Integrate EzzyBills with Ascora
1. Go to http://www.ezzybills.com/ and log into your EzzyBills account. If you don't have an account with EzzyBills, you can click on the 30 Days Free Trial button to register.
If you already have an account, proceed to step 5 after logging in. If you're creating a Trial account, proceed to step 2.
2. After clicking 30 Days Free Trial you'll see the following screen where you enter your details to create an EzzyBills account.
In the field Integrate With make sure to select Ascora to create the correct Workflow and once all other details are complete, click Register.
3. It will take a few seconds to complete the registration and once done, you'll see the following screen.
You'll be assigned your unique EzzyBills mailbox which you can provide to your suppliers and they can send invoices to that mailbox.
Alternatively, you can set up automatic sync with your mailbox by clicking the "sync" link.
4. Click Workflow and you should see one that is readily built in the system as part of EzzyBills and Ascora integration.
This is the standard workflow for EzzyBills and Ascora integration but if you want to update this workflow such as adding an approval process, you're able to do it by clicking New Task.
How to add API Key to your EzzyBills account
Your API key is the direct connection between your Ascora account and EzzyBills in order to sync both systems as part of the integration process. The next step is to obtain and copy your unique API Key in Ascora and paste it into the EzzyBills by going to the Apps tab.
5. Access https://ascora.com.au/ and log into your Ascora account then go to Administration → API Settings.
6. Click on Generate New API Key if you haven't generated one before otherwise, click on Copy to Clipboard if there's already one available.
7. Go back to your EzzyBills account and navigate to the Apps tab and select Ascora.
8. From the same screen after clicking on Ascora, scroll down and enter or paste the API key in the Ascora API Key field then click Save.
Uploading an Invoice in EzzyBills
Each EzzyBills account has a unique email address assigned which you can provide to your suppliers to where they can send the invoices to. EzzyBills also supports pulling invoices from Dropbox and Google Drive and also works with hyperlinks.
1. Go to Dashboard and click on the Select box and search for your supplier invoice and click Open.
2. EzzyBills processes the invoice and shows a preview in the Dashboard similar to what is shown in the image below. This is the same screen where the error displays if something went wrong during the upload or import process.
3. You can hover the mouse cursor in the image preview to show more information or see the link to access the invoice on the Ascora screen.
4. Invoice details are sent to your Ascora account which you can access in the Inventory → Supplier Invoices area.
In this example, we see Bunnings invoice successfully imported in Ascora which was pushed from EzzyBills.
Imports with Errors Encountered
Invoices added to EzzyBills but encountered an error show as images with red background compared to successfully processed ones that appear in green background.
The following example shows Bunning's Supplier Invoice that failed to process completely.
Hover the mouse cursor in the image preview to see the details of the error. In this example, this invoice failed to push across to Ascora due to missing authorisation token which can be set up in the Apps tab.
Tips
If EzzyBills could not locate the supplier, it will create an Unknown Supplier but if it can locate the new supplier, it will be created automatically.
Allocating supplier invoice line items to a job or PO must be done in Ascora Inventory → Supplier Invoices screen.
With one EzzyBills subscription, you can integrate with multiple applications or systems such as Xero and Ascora at the same time.
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