Process Automation
Use time-saving automations across document creation, import, filing, email communication and more!
Client and User Default Settings
Automation Dashboard
- Automation Processes
- Automation Process Steps
- Automation Notifications
- Automation Apps
- Setting up and Running Custom Processes
- Custom Processes using Views and Summary Notifications
Xero Practice Automations
Outlook Automations
Xero Tax Automations
Xero Ledger Automations
Other App Automations
Other FYI Automations
Troubleshooting
- "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.
- What to do if the FYI - My Edits folder in your OneDrive disappears