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. It also handles your stock control and purchasing including a multi-level Bill of Materials system.
By using easify to manage your sales and purchases it will easily handle your bookkeeping requirements and day to day accounting including generating your VAT returns and submitting them to HMRC via Making Tax Digital.
Click here for an overview of Easify.What version of Easify do I need?
Easify V5 is the latest and most up to date version of Easify.
Easify Cloud
Your server is hosted in Microsoft Azure 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.
Our Easify Cloud Servers have been running since 2016 with 100% uptime other than planned reboots for maintenance which happen overnight.
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 an Easify Cloud Subscription.
More information can be found here: https://www.easify.co.uk/Features/Cloud-Business-Software
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?
Easify is licensed via monthly, 12 month or 24 month subscriptions.
Please read our Licensing guide for more details.
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...
Easify supports granular management of the status of a line item on an order, so for example you might have 5 widgets as a line on an order, Easify can track that (say) 1 is purchasing, 1 is on order, 2 are picking and 1 is delivered. This allows for managing part deliveries and to help you understand how many of an item is in stock and how much is on order.
The multi-level Bill of Materials (BOM) system enables you to build and manage complex assemblies. You can add an assembly to an order and Easify will automatically manage how many components need to be purchased, how many can be assembled and at the same time manage the stock levels of all related components.
Easify features an automated purchasing system, so that all you need to do is raise orders on the system and any required items will be automatically added to purchase orders for your review and approval.
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.
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 or trade counter in a retail environment. The typical setup includes a receipt printer, cash draw, barcode scanner and pole display.
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.
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, IoT and S)
- Windows 11
- Windows Server 2008 R2 with Service Pack 1 or higher (all editions)
- Windows Server 2012, 2016 & 2019 (all editions)
Both 32 bit and 64 bit versions of Windows are fully supported.
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 11?
Absolutely! Easify V5 is fully compatible with Windows 11.
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 subscription has been purchased for each user.
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.
Can I access Easify from anywhere?
Yes. Easify Cloud is designed to be accessible from anywhere with an internet connection with Easify Pro software.
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, however if you use a VPN connection there is no reason why you cannot still connect to your Easify Cloud Server.