Getting Started with Automations

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

Click here to download the guide and share with your team.

Video Tutorial 

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

Learn about four key automations 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)