Overview
BoloForms replaces paper and email approvals with fully automated multi-role and multi-tiered approval workflows. It streamlines the accounts payable process, ensuring spend control and regulatory compliance are adhered to. Great for accountants, bookkeepers, internal accounting teams, and organisations that outsource their financial services.
Key features and capabilities:
Approval automation for accounts payable and accounts receivable: multi-step and multi-role authorisation process with easy setup for bills, purchase orders and sales invoices to make sure they are fully authorised before payment. Approval of Xero contacts: create new suppliers in BoloForms and use the multi-step automated workflow for their authorisation. Unlimited user number, fully digital approval process and automated audit trail: any number of users can create, review, and approve Xero documents. No papers to sign, no chasing approvers. Detailed audit trail with all actions and comments. On-the-go approvals and instant notifications: business approvers, budget holders, executives review and approve (or reject) purchase orders and bills via our mobile or web app; or by replying to an automated customisable notification they received.
Auto-approvals: save approvers’ time by setting up auto-approval rules for smaller or regular expenses Direct integration with Google Sheets, all invoices and expenses captured by Google Sheets can be routed straightaway through the multi-step and multi-role authorisation workflow run by BoloForms, and posted to Xero after authorisation. Compatibility with all data capture tools: BoloForms works with all data capture tools that are pre-integrated with Xero.
Explore all features of BoloForms BoloForms + Xero BoloForms is seamlessly integrated with Xero to ensure automatic data exchange and bi-directional synchronization between these two apps.
BoloForms Approvals + Xero
Streamline your purchase orders and Invoice Approvals with 3 easy steps
- Add approvers
- Share BoloForms link
- Approvers can simply approve or reject without logging into Xero
Getting started
To get started with BoloForms:
Sign on using Xero Single Sign-On / Single Sign Up (SSO/SSU), Google, or your email. Then connect to your Xero organisation, set up users and activate pre-built workflows or create your own custom workflows.