Process Automation
Use time-saving automations across document creation, import, filing, email communication and more!
Automation Dashboard
Using Automations
Sample Processes
- Xero Tax Return AutoFile (Australia Only)
- Tax Assessments AutoFile (Agreed & Not Postal/Agreed & Postal) (Australia Only)
- Tax Assessments AutoFile (Variance) (Australia Only)
- Client Ledger Reports AutoFile
- Import from BGL
- Import from NowInfinity
Custom Processes
Custom Process Examples
- Sending a Bulk Email with an Attachment
- Sending an Income Tax Return Checklist to a Client
- Pending Approval Notification (Custom Process using a View and Summary Notification)
- Client Signed Notification (Custom Process using a View and Summary Notification)
- Client Upload Notification (Custom Process using a View and Summary Notification)
- Sending a Reminder to Contact Client if there was No Partner Contact in 90 days
Troubleshooting
FAQs - Process Automation
- Why is an Automation Process not completing?
- How can I enable or disable notifications generated by automations or custom processes?
- How often are clients, jobs and staff synchronised from XPM?
- Why has the sync with Xero Practice Manager stopped and it is no longer syncing?
- Why am I not seeing signed documents that were manually uploaded to NowInfinity in FYI?