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BoloForms Approvals

By BoloForms Approvals
1 out of 5 stars
BoloForms is an approval app that extends Xero with powerful approval automation features for accounts payable and accounts receivable.
Rated
1.0
out of 5
Reviewed by
1
Xero user
Listed for
1 year
January 2023
Key functions
Invoicing and jobs
Bills and expenses

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
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BoloForms Approvals + Xero

Streamline your purchase orders and Invoice Approvals with 3 easy steps

  1. Add approvers
  2. Share BoloForms link
  3. Approvers can simply approve or reject without logging into Xero

Reviews & ratings

1.0 out of 5 stars
1 Reviews

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Most recent reviews

AS
Aaron Shah
Posted 31 Oct 2023
1 out of 5 stars
unfortunately, doesn't work and even more unfortunate is that support is simply non-existent.!

Additional info

Shared data

Xero
BoloForms Approvals
Invoicesshared from Xero to BoloForms Approvals and from BoloForms Approvals to Xero
Accountsshared from Xero to BoloForms Approvals
Tracking Categoriesshared from Xero to BoloForms Approvals
Tax Ratesshared from Xero to BoloForms Approvals
Purchase Ordersshared from Xero to BoloForms Approvals and from BoloForms Approvals to Xero
Itemsshared from Xero to BoloForms Approvals
Currenciesshared from Xero to BoloForms Approvals
Contactsshared from Xero to BoloForms Approvals
Branding Themesshared from Xero to BoloForms Approvals

Functions

Invoicing and jobsBills and expenses

Industries

Property and realtyAccountingManufacturing

App details

By BoloForms Approvals
Added in 2023

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@boloforms.com

Contact

918830631677

Follow

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Get started with BoloForms Approvals

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.