Client Ledger Reports AutoFile

The Client Ledger Reports AutoFile process runs a batch import of client ledger reports and automatically files them in FYI. This process is specific to a client. It is set up to run "On Demand" so will only be run when a user requests to run it.

Editing the Client Ledger Reports AutoFile

1. From FYI, click the Automation menu option.
2. Go to the Processes tab.
3. In Client Ledger Reports AutoFile, click the cog icon to edit this process.
   
   

The Client Ledger Reports AutoFile process opens.

The following is an example of the Action for the steps.

The Date Range is the default date for the reports which will set the Date Range as "This Month", "Last Financial Year". Users can change this if required when running the process or leave this as "Run as Defined" (see below).

The settings for Filing, Workflow and Task can all be set up in the same way as other processes. For example in the Filing, the names of the files that are produced can include Merge Fields (such as the Report Period) and the category for Year can be set using a Merge Field for the Report Year.

Running an On Demand Process

When the trigger is set as "On Demand", the process in included in the Clients workspace on the Processes tab. This can be done by any user, not only an administrator.

To run the process:

1. In FYI, go to Clients and select the relevant client
2. Go to the Processes tab.
   
3. For the relevant process, click Run.

For an example of how this is used, refer to Running the Client Ledger Reports AutoFile.

Note: To run a process such as this, the client needs to be connected to the relevant application. This is a one-time only action that needs to be done for each client that will be using an "On Demand" process. The client is connected on the Client - Apps tab by clicking Connect.