What is EZPaperTrail?

An Easy to Use Web Application for Managing School Operations & Spending

EZPaperTrail (EZPT) is a tool for requesting spending, approvals, and support for the teachers and staff at a school. It allows you to define customizable approval processes and workflows for each type of request, e.g. Purchases over $1000 go to the Principal for a Second Approval. It gets rid of piles of costly and inefficient paperwork, enforces orderly, auditable processes on spending, and gets rid if the guesswork for workflows and processes (no more staff dropping by the office to ask when or if a request will be handled).

EZPT requires no training for most teachers and staff, and only a few hours with your accounting and financial team to ensure that your budgets are imported and setup correctly. It is designed to support flexible processes for all of your schools while still being dead simple for people to use. We work hard to keep each feature clear, focused, and understandable.

Features of EZPaperTrail

Flexible software saving Time, Money, & Trees

Flexible Workflows

Use customizable request and facility based approval processes and workflows.

Purchasing

Plan, approve, and track purchases and automatically add items to your Inventory.

Bills

Plan, approve, and track bills from vendors and service providers.

Prof. Development

Plan, approve, and track professional development for staff and teachers.

Substitutes

Submit, approve, and process requests for Time Off and Substitutes.

Inventory

Customizable Inventory Disposal processes help track lost, stolen, and broken items.

Field Trips

Manage Field Trip requests, approvals, and information.

Cafeteria

Manage Cafeteria Bills and Purchases independently.

Budgets

Track Budgets in real time as spending is planned, approved, and completed.

QuickBooks Sync

Sync with QuickBooks to exchange data, saving time and reducing errors.

Auditor Mode

Provide easy access for Auditors to review budgets and spending.

Vendor Portal

Work with Vendors to get Estimates for and complete Maintenance Requests

Custom Reporting

Run additional reports to gain insights into your operations.

Detailed Permissions

Easy permissions allow you to control features each person can access.

Hosted For You

EZPaperTrail is hosted in a secure data center. All you need is a web browser.

Tour

A preview of EZPT - Contact Us for a live demonstration.

Requests
Request Budgeting
Approval Steps
Add a Request
Budgets
Permissions
Documents
Inventory

Contact Us

Ask a Question or Schedule a Demonstration