Process Automation

Automation Dashboard

• Automation Processes
• Automation Process Steps
• Automation Notifications
• Automation Apps
• Automation Process History
• Setting up and Running Custom Processes

Xero Practice Automations

• Synchronising Clients, Staff, Jobs, Time Sheets, Tax Returns with Xero Practice Manager
• Verifying your Synchronisations with Xero Practice Manager for the First Time

Outlook Automations

• AutoFile Settings and Defaults
• Email AutoFile Settings and Exclusions
• Setting Filing Defaults for a Client
• Setting Defaults and AutoFile Defaults for your Own Login
• Calendar Entry AutoFile
• Calendar Entry AutoFile Settings

Collaborate

• Collaborating with your Clients
• Digital Signatures using DocuSign
• Digital Signatures using Adobe Sign
• Sending Documents via the Practice OneDrive Account
• Map your Collaborate Filing Structure
• Link and Share your Practice's OneDrive Account

See all 7 articles

Xero Tax Automations

• Tax Return AutoFile
• Tax Assessments AutoFile (Agreed & Not Postal/Agreed & Postal)
• Tax Assessments AutoFile (Variance)
• Enabling Xero Tax Integration

Xero Ledger Automations

• Introduction to Xero Ledger Integration
• Client Ledger Reports AutoFile
• Linking an FYI client to a Xero Ledger

Other App Automations

• Import from Zapier
• Import from BGL
• Import from NowInfinity

Other FYI Automations

• Nightly Backup
• Negative Email Alert

Troubleshooting

• What to do if the FYI - My Edits folder in your OneDrive disappears
• "Error encountered setting up your OneDrive account. Some functionality will not work. Please check you have OneDrive enabled"
• Error calling foundry: request failed with status code 403' when sending an email from an Automation Process
• Difficulty syncing clients in Xero Practice Manager to FYI
• Documents do not automatically import from my OneDrive FYI - My Imports.