Getting Started with Automations

The Getting Started with Automations guide provides an introduction to some of FYI’s key automation(s) and some configuration options to get you started.

Download the guide and share with your team.

Introductory Videos

Refer to the video library at www.fyidocs.com for a range of videos providing a basic introduction to FYI for new users.

The Getting Started with Automation Tutorial is a more hands-on demonstration of FYI’s automation(s) in practice.

Learn about four key automation(s) and some configuration options to get you started: 

• Auto-filing client emails
• Auto-filing client meetings
• Auto-filing tax returns
• Xero Practice Manager synchronisation.

Refer to Getting Started with Automation Tutorial (8 mins)