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Xero: Making paperwork paperless

27 May 15

Xero has entered an integration partnership with Formitize, the mobile forms platform to create paperless solutions for field data collection and reporting.

Any business that uses paper or dated web-based software in the field will be able users to access accounting information in real-time, fully integrated into your business forms, reports, and workflows.

For Xero partners there is a recurring revenue share through the Dealer Partner Program.

Formitize is the first mobile forms solution in the world with a complete two-way integration with Xero.

The solution replaces paper based forms for inspections, audits, certifications, work orders, health and safety risk assessments, invoicing, time sheets, purchase orders, job sheets, monitoring, travel logs, expense claims, and more.

It can be fully customised and operates across more than one hundred industries globally.

Reports ranging from single page work orders through to 80 page technical inspection documents can be linked directly to Xero.

When completing Formitize mobile forms, customer contact information can be pulled from Xero along with inventory items and pricing to auto-populate all related form fields.

Invoices, purchase orders, expense claims, quotes and more are automatically generated and the client instantly receives a flexible customised PDF report.

When the form is completed, the submitted form data updates Xero.

Field based technicians or sales teams can access items and pricing and prepare customised quotations and reports and invoices from the field in real-time.

Administrators can upload documents in the web-based Management Portal’s e-library Resource Module which sync to all mobile devices ensuring users have the latest versions of all documents.

It functions as a document management tool for material data sheets, price lists, promotional materials, safe work method statements and company related documentation.

The reporting module enables export of data in PDF, CSV, XML.

Furthermore, a full API enables integration with more than two hundred software solutions, and the customised reporting feature enables data to be pulled from the forms and embedded in sophisticated reports for dispatch to designated people.

Formitize also provides users with Job Upload, Dispatch and Management Solution, Cloud Scheduler, Advanced Reporting Statistics, and a Workflow process.

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