Process Automation
Use time-saving automations across document creation, import, filing, email communication and more!
Automation Dashboard
Setting up Automations
Process Step Details
- Process Step Details - Alter Document
- Process Step Details - Converting to PDF and Send for Signature
- Process Step Details - Updating Clients, Creating and Updating Jobs
- Process Step Details - Creating Documents and Tasks
- Process Step Details - Share No Email
- Process Step Details - Other Functions
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Sample Processes
- Xero Tax Return AutoFile (Australia and New Zealand Only)
- Tax Assessments AutoFile (Agreed & Not Postal/Agreed & Postal) (Australia Only)
- Tax Assessments AutoFile (Variance) (Australia Only)
- Client Ledger Reports AutoFile (Australia and UK)
- Import from BGL
- Import from NowInfinity
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Custom Processes
Custom Process Examples for Email Marketing
Custom Process Examples for Client Management
Custom Process Examples for Jobs
Custom Process Examples for Compliance
Custom Process Examples for Summary Notifications
Custom Process Examples for Data Integrity
Troubleshooting
- "The Step cannot be removed as other steps depend on it" when deleting an automation step
- Automation ran without being attached to a job
- "An error occurred when creating the document using a template" when creating a document from an Automation Process
- Difficulty syncing clients in Xero Practice Manager to FYI
- "Error calling foundry: Request failed with status code 500" or ".. with status code 502" when running an Automation Process
- "Error calling foundry: request failed with status code 403' when sending an email from an Automation Process
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FAQs - Process Automation
- Can you create an automation schedule to run twice, skip a month, and then run again?
- Why is my automation not generating a document that matches the template?
- 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 Xero Practice Manager?
- Why has the sync with Xero Practice Manager stopped and it is no longer syncing?
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