Benefits of Accounting Integration for Service management business

1. Automate Data Entry: Make your life easier and save time by using EZ Management’s ezPro accounting API.

You can use ezPro to manage your entire field service company and send all invoices, payments, and credit notes and customers directly to your accounting package. Simply synchronise nominal codes and VAT rates, and transfer customer details, invoices, credit notes, payments and adjustments to and from the accounting software either by bulk transfer and/or selectively transfer transactions.

2. Streamline Business Processes:

EZ Management’s ezPro accounting API helps streamline business processes such as payroll, accounts receivable and accounts payable. This allows for more efficient and accurate record-keeping, making it easier to manage finances. Additionally, our software collates all timesheets and time spent on jobs for more accurate payroll calculations.

3. Reduce Errors:

By implementing an Accounting API, you can reduce errors in manual data entry and ensure accuracy with real-time data.

4. Improve Cash Flow:

EZ Management’s ezPro Accounting API can help you better manage your cash flow with up-to-date and accurate financial reports. This will allow you to make smarter decisions when it comes to purchasing inventory, paying bills and investing in growth. An accounts integration with ezPro streamlines your accounting and financial management processes, helping you improve your cash flow and overall financial health.

5. Access Real-Time Data:

With ezPro Accounting API, you can access real-time data from both your field service software management system and your accounting system to make informed decisions and take control of your finances. With this powerful tool, you’ll have the data you need to make better business decisions quickly and accurately.

Managing Invoices and Payments With Our Accounting Integration

Using EZ Management ezPro in conjunction with your accountancy package (Xero, Sage Business Cloud Accounting, Sage 50, Sage Intacct, Quickbooks, Big Red Cloud) will make it simpler than ever to streamline your service job invoicing.

In addition to the powerful job management aspects of ezPro, here are some of the many customer accounts features available:

1. Automatically create and send invoices and PO’s with templates of your choice
2. Track the status of your sales books and accounts receivable
3. Check for overdue payments
4. Receive payments from customers via credit/debit cards or bank transfers
5. Get access to customer payment history instantly and view reconciliation reports
6. Set up email notifications for customers when their invoice is sent
7. Generate detailed reports on accounts receivable, such as Aged debtors analysis
8. Using our Customer Portal – allow customers to view all their Completed jobs, Quotes and invoices

Leverage ezPro Accounting API to manage service job invoices quickly and more efficiently and sync key financial transactions to your preferred accounts system.

Click here to learn more about each Accounts Integration.