5 Ways Digital Forms Simplifies Bookkeeping
Transform your bookkeeping processes by switching to online forms
Keeping records organized and up to date is critical for your business operations. With paper forms, your team is left scrambling over disorganized and messy documents. When companies switch to mobile forms for their data collection and storage, they can rely less on manual re-keying of data into systems like Microsoft Excel. Not only is this a costly process, but, leaves your team focused on mundane tasks instead of more important ones, like bringing in more business.
There is a variety of bookkeeping software available for your business. But, many will require extensive coding experience. With accounting software, you may fix inefficiencies within your accounts payable team but are limited in your ability to streamline operations across the entire company.
GoFormz’s drag-and-drop functionality allows you to build custom and dynamic form templates without any coding experience required. Building digital bookkeeping templates within the GoFormz form builder can lead to more organized departments and improved communication.
Learn more about the ways that companies are simplifying their bookkeeping processes with GoFormz:
Eliminate data entry redundancies
Paper forms require team members to manually scan or re-key information into existing systems. Hard to read form fields force team members to regather information that was already collected. This process is time-consuming and inefficient. With digital forms, your team can create custom form fields that pull from existing Records. Data Sources ensure that your forms are updated automatically with information like customer or project IDs.
Learn more about getting started with Data Sources here.
Reduce opportunities for data entry error
Ensuring accurate balance sheets and profit and loss statements come down to a data collection process that is free of error. By creating custom Public Forms, you can collect necessary information from anyone, seamlessly. With Required fields and Expiration Dates, you can guarantee that form fields are completed in a timely manner. Learn more about how to add Expiration Dates to your Public Forms here.
Easily gather signatures and approvals
Utilizing mobile forms will allow you to expedite approval processes. With Signature fields, you no longer need to manually gather signatures from customers or colleagues. For example, when building an invoice template within GoFormz, you can simply drag-and-drop a Signature field on to the form. This ensures that your customers are signing off on important documents, without the hassle of coming into the office. Learn how to add Signatures to your form in this ProTip.
Rapidly reference completed forms and records
When your team needs to view an important paper document, they are left in the dark digging through messy filing cabinets. GoFormz online forms are easy to reference as they are stored securely within your account. Tools like Tags help your team stay organized and make it easy to find the right form quickly and efficiently.
Instantly route data to connected applications
Integrating with your existing systems will help streamline your bookkeeping operations. GoFormz integrates with several cloud-based applications like Quickbooks, Salesforce, Box, and Google Drive. Long are the days of manually updating your bookkeeping in Excel. By integrating GoFormz with your internal systems, your data will be updated as soon as a form is completed. Your team can seamlessly view up-to-date invoices, income statements, and balance sheets in the applications that your team already utilizes.
Having accurate and clean record relies upon having a data collection process that is easy to use, customizable, and free of human error. With GoFormz mobile forms, your team can be equipped with the tools to be successful and manage your books with ease. Sign up today for free for fourteen days.
