The Automation dashboard provides a single centralised location where your FYI administrator can manage all the automation functions for your practice.
The Automation dashboard is used to activate and configure processes and to monitor the activity logs for any issues.
From FYI, click the Automation menu option.
Automation has the following tabs:
This tab holds all the processes that are available for your practice. Processes can be activated and maintained from this tab. Refer to Automation - Processes.
Displays the Apps with which FYI is integrated (for example, Xero Practice Manager, Xero Practice Ledger, OneDrive). When FYI is initially set up, any Applications used by FYI for your practice are configured or connected from this tab. Refer to Automation - Apps.
Provides a log of all the automation activities. This is used as an audit, to monitor the processes that have been run and to check for any errors. Refer to Automation - Activity.
Refer also to Automation Dashboard
Note: A standard user can see the Processes and Apps tabs and the options that are available, but cannot make any changes to any settings.