Tola user flows examples

This user flow guides a new business through the process of verifying their business details with Tola, from initial onboarding steps and providing business information to uploading necessary

• Filling Know Your Business (KYB) form

This flow guides a user through the process of adding a bill from an empty state, through filling in details and confirming the addition of the bill to activation by providing payment informa

• Creating

This flow outlines the process of duplicating a bill, modifying its details, and managing the duplicate within a billing platform.

• Duplicating

This flow guides a user through creating and managing an invoice for payment, from initiating a blank invoice draft, filling in details, to saving or sending the finalized invoice.

• Requesting

This flow enables a user to add payment information for a vendor, choosing between manually entering details or requesting the vendor to provide them, and finalizes by confirming the added pa

• Adding

This flow navigates the user through setting up a new approval policy for financial transactions within a team setting.

• Creating