Automation Apps

The Apps tab in Automation is used to configure and connect to the applications integrated with the FYI processes. For example, with the OneDrive application, you select which OneDrive to use as your default for FYI, and with the Xero Practice Manager, you use this to connect with your XPM credentials.

1. From FYI, click the Automation menu option.

2. Display the Apps tab.

Configuring and connecting to each application is a one-time only action that needs to be done as part of the setup of the processes.