Xero Unleashed. Wow!

Xero Unleashed. Wow! This world first is really going to change things.

GLOBAL RELEASE, Australia June 2015 -- Xero users and advisors around the world will be delighted by the announcement that Xero now has a full two-way integration with Formitize, the feature-rich mobile forms platform to create incredibly powerful paperless solutions for field data collection and reporting. Even better news for Xero partners – there is a recurring revenue share through the Dealer Partner Program.

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

Any business that uses paper or dated web-based software in the field will be transformed with this integrated partnership. Formitize 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 so much more.

If you have clients looking to get paperless, you are about to change their world. Formitize operates across more than one hundred industries globally. Essentially, if an industry uses paper in the field – Formitize has a solution that can be fully customised.

Client applications range from small building inspection firms through to advanced technical solutions for government environmental agencies. Xero users around the world will be quick to take advantage of the many benefits this powerful integration delivers.

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 instantly. When the form is completed, the submitted form data updates Xero seamlessly. Invoices, Purchase Orders, Expense Claims, Quotes and so much more all automatically generated and the client instantly receives a customised PDF report with complete flexibility.

Field based technicians or sales teams can access items and pricing instantly and prepare customised quotations and reports and invoices from the field in real-time. Reports ranging from single page Work Orders through to 80 page technical Inspection Reports with all financial and inventory items linked directly to Xero.

Administrators can upload documents in the web-based Management Portal’s e-library Resource Module which sync to all mobile devices ensuring everyone has the latest versions of all documents. The perfect document management tool for Material Data Sheets, Price Lists, Promotional Materials, Safe Work Method Statements and all company related documentation.

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

Add to this a Job Upload, Dispatch and Management Solution, Cloud Scheduler, Advanced Reporting Statistics, and a Workflow process and the benefits of Formitize become incredible.

So now Xero’s accounting information is available in the field, fully integrated into your business forms, reports, and workflows – even more beautiful!

For information on Xero - www.xero.com
For information on the Formitize Dealer Partner Program - http://formitize.com/en/partners/xero

Further Reading:

Scenario 1 - Creating an Invoice
Open your Formitize Invoice Form (or have an invoicing section added to one of your other Formitize Forms). In the Customer Name field start typing the customer’s name, the field will auto-populate with predictive text from the look-up to your Xero Customer database. Select the customer and all related fields will be auto-populated in the form.

When you get to the Line Item section of the invoice, start typing either Product Item Code or product Description keywords and the auto-lookup will populate with available products. Select the correct Item and all related detail will be populated into the Invoice Form including Item Code, Description, Account, Tax Rate, and Sales Price - so the only item to add is the Quantity and the invoice is complete.

Hit Submit and the magic happens – the customer receives a customizable PDF version of the invoice and all related data is updated instantly in Xero. Purchase Orders, Expense Claims, and Customer Detail Changes are prepared in the same way.

Now let’s think outside the box and unleash the power of this Integration.

Scenario 2 - Creating a Quotation in the Field with photos and signatures
Technician in the field is asked for a Quotation by a client. The technician opens up the Formitize On-Site Quotation Form. The Customer’s contact details all auto-populate from Xero. The Quotation Line Items also pull automatically from Xero with the item Description, Item Number, and Sales Price – the technician just needs to add the quantity for each line item added (including hours).

Once complete, the technician hits “Submit” on the App and the customer instantly receives a customizable Quotation email with the PDF attached. A copy of the Quotation is also sent instantly to the Sales Manager with a customizable email address and email subject to enable automatic storing of the Quotation.

Example 3 - Creating a “Pre-Delivery Confirmation” in the Warehouse with photos and signature
Your warehouse packer enters the Order Number into the Formitize PDC form. The form pulls in all details related to the order from Xero. The shipment is prepared. A photo is taken of the shipment. The packer signs off as complete and hits submit on the Formitize PDC Form.

The customer instantly receives customized Pre-Delivery Confirmation email with PDF attached. The PDF provides a time and date stamped confirmation with a “Thank you for your Order” message, a photo of the shipment and a personalized signature by the packer.

For more information on this full two-way integration between Xero and Formitize, visit
http://formitize.com/en/partners/xero

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