FAQs

General Information About Easify

What is Easify?

Easify is a software package for Windows that helps you to run your small business. It provides you with an easy way to keep track of your products, your customers and your orders. You can use it to create quotes and invoices for your customers, and to keep track of who has paid you and who hasn't.

Click here for an overview of Easify.

What version of Easify do I need?

Easify V4 is the latest and most up to date version of Easify. We offer 2 types of license for Easify V4: Cloud and On Premises.

Easify Cloud (Recommended)

Your server is hosted on one of our secure Cloud Servers which means you don’t need to worry about keeping your Easify Server PC up and running. If you have a computer failure all you need to do is install the Easify Pro Client Software on another PC which takes about 5 minutes and you’re back up and running. If your on-premises Easify Server fails, it can take considerable time to get everyone logged back in. Our Easify Cloud Servers have been running for the past 3 years with 100% uptime other than planned reboots for maintenance.

We also handle all the backups, maintenance to the Easify Server and future server updates for you.

With the Easify Cloud Server you still get to use the Windows Desktop based Easify Pro software, it is not a web browser based solution so you still get all the benefits of running a native Windows desktop application.

Remote access is built in as standard with the Easify Cloud Server.

More information can be found here: https://www.easify.co.uk/Features/CloudBusinessSoftware

Easify On Premises

With this option, you would need to run an Easify Server on your own PC. You would be responsible for the installation and maintenance of the Easify Server as well as backing up the data and storing a backup offsite.

NOTE: Easify V3 EASU users that connect to their websites will need to remain at Easify V3 until a V4 connector is developed for their brand of shopping cart software.

Please contact us for details.

How much does Easify cost?

Please read our Pricing guide which explains the costs involved with setting up Easify and any on going costs, if applicable.

Are there any ongoing costs such as subscriptions or support fees?

It depends on which version of Easify you choose. Easify Cloud is a pay-monthly subscription, Easify On-Premises is a one off payment.

There are no support fees associated with either version. However, we can offer faster and more comprehensive technical support with Easify Cloud since we already take care of all aspects of your server maintenance as part of the package.

What countries and currencies are supported in Easify?

Easify supports all world currencies and can be used in any country. You can customise the tax rates in Easify to match those that are used in your country.

Licensing

How is Easify licensed?

There are 2 main types of license:

Easify Cloud licenses are associated with pay monthly subscriptions.

Easify Computer licenses are associated with one-off payments.

Please read our Licensing guide for more details.

Does Easify need to be activated?

Yes. You have 30 days from installing Easify before you are required to activate it.

You can activate the product online, or via email and telephone. If you do not activate Easify within the 30 day trial period it will cease to run.

Easify Financial Questions

Does Easify support HMRC Making Tax Digital for Business (MTD)?

Yes.

In Easify you can generate VAT returns based on the sales and purchases that you have recorded in Easify; including the ability to generate VAT returns based on existing data, so all of the Sales and Purchasing data you have already entered will be pretty much ready to go on your VAT return.

Returns can be submitted directly to HMRC by authorising Easify to connect to your HMRC account, or you can simply choose to complete your VAT return in Easify to export for further processing.

Does Easify support VAT registered users, and will it handle changes in the basic rates of VAT?

Absolutely and absolutely. Easify has full support for UK VAT registered companies, with facilities for you to edit basic rates of VAT.

You can even add new VAT rates should the need arise, and fully customise VAT codes to tie in with your preferred way of working.

Does Easify support non VAT registered users?

Yes, you can tell Easify whether you are registered for VAT and it will adapt accordingly.

Easify seamlessly supports changing from non VAT registered status to VAT registered status, and back again should the need arise.

Managing Workflow with Easify

How does Easify help me manage my company's workflow?

With Easify you have the facility to easily view and edit the status of every order on the system, you can track whether an order is at the quotation stage, whether it is in design, in test, being built, awaiting parts etc... etc...

Add and assign users to orders. If you run a service or production department, give each of your staff a copy of Easify and add them to Easify as users. You can then assign them to orders and they will see the orders they are involved with in their active jobs list. They will also receive email notifications when any internal notes are added to an order they are assigned to.

Easify also features a basic scheduler that allows you to specify when an order is required.

EPOS

Does Easify include EPOS software?

Yes, included with Easify and at no additional cost is a fully featured EPOS system.

Simply plug in a barcode scanner, till and receipt printer and you're ready to go.

What costs are involved with a general EPOS setup?

Easify software includes the EPOS feature at no additional cost but EPOS hardware is purchased separately. Typically this would be needed if you are setting up a shop counter in a retail environment. The typical setup includes a receipt printer, cash draw, barcode scanner and pole display.

We offer a full range of Easify certified EPOS hardware for online purchase here.

What EPOS hardware is supported by Easify?

Easify was designed to be compatible with a wide range of EPOS hardware.

We offer a full range of Easify certified EPOS hardware for online purchase here.

Easify will work with any standard barcode scanner, and is compatible with most thermal receipt printers. Easify also works with many label printers that use 50mm x 25mm labels, but can be customised, using our Paperwork Designer, to work with different sizes.

How many tills can I run with Easify?

You can connect as many tills as you like, there is no limit imposed by Easify as to how many tills you can run.

Can I print my own product price labels from Easify?

Absolutely, simply connect a thermal label printer capable of printing 50mm x 25mm labels and you will be printing price labels customised with your own company name on them in no time. The price labels printed from Easify have your company name, your product description, your stock code, barcode and price on them - ready to scan into your Easify EPOS till.

You can purchase an Easify compatible label printer here.

Can I manage my EPOS system from home or out on the road?

Yes, this requires no setup at all with Easify Cloud: you can login to Easify anywhere you have an internet connection and Easify Pro running.

Installation

What are the minimum requirements for installing and running Easify?

Easify is designed to run on a PC, laptop or tablet (e.g a Surface Pro) running a full version of Microsoft Windows.

There is no Mac version of Easify.

The following versions of Microsoft Windows are supported:

  • Windows 7 with Service Pack 1 or higher (all editions)
  • Windows 8 (all editions except RT Arm based tablet version)
  • Windows 8.1 (all editions except RT Arm based tablet version)
  • Windows 10 (all editions except Mobile and IoT)
  • Windows Server 2008 R2 with Service Pack 1 or higher (all editions)
  • Windows Server 2012 (all editions)

Both 32 bit and 64 bit versions of Windows are fully supported.

NOTE: systems running Windows XP SP3 or Windows Vista SP2 are NOT compatible with Easify V4 but ARE compatible with Easify V3.

We recommend a minimum of 4Gb RAM in order to run Easify.

We recommend you have at least 1GB free disk space to run Easify.

Will Easify run on Windows 10?

Absolutely! Easify V4 (and V3) are fully compatible with Windows 10.

Easify requires the Microsoft .Net Framework 4.7.2 so we strongly recommend that you run Windows Update and install all critical updates and service packs before installing Easify.

How do I setup my EPOS hardware to work with Easify?

Easify works with a wide range of EPOS hardware. If you purchased your EPOS hardware from a 3rd party vendor they will be able to provide you with setup instructions for your hardware.

For EPOS hardware supplied by Easify please see our EPOS Hardware Installation Guides.

Networking

Does Easify support multiple users?

Yes, Easify is designed to allow multiple users to use the system at the same time.

How many simultaneous users does Easify support?

Easify imposes no limit on how many users can simultaneously use it as long as a valid license has been purchased for each user. Since Easify is a product designed for, and aimed at small businesses, we generally consider the practical limit to be 50 users.

How do I setup networking?

With Easify Cloud, you don't have any networking to worry about. All you need is an internet connection and a computer running Easify Pro.

We also offer an on-premises version of Easify where clients and servers are installed on one or more computers on your local network. In this setup, Easify connects up over your local network and you are responsible for your own network maintenance.

Can I access Easify from anywhere?

Yes. Easify Cloud is the best option for this as it works "out of the box".

With an on-premises setup, it is still possible to setup remote access - however it requires IT knowledge and is outside the scope of our technical support. Further reading on the subject of setting up remote access can be found here: Configuring Easify Remote Access

Can I use Easify over a VPN connection?

You do not need a VPN connection to securely talk to your Easify Server over the internet.

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