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 - Creating Documents and Tasks
- Process Step Details - Updating Clients, Creating and Updating Jobs
- Process Step Details - Alter Document
- Process Step Details - Converting to PDF
- Process Step Details - Other Functions
- AutoComplete Tasks
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
Custom Processes
- Setting up Custom Processes
- Importing Custom Processes
- Importing Custom Processes using Drag and Drop
- Testing Custom Processes
- Running Custom Processes
- Process History and Activity
Custom Process Examples for Email Marketing
Custom Process Examples for Client Management
- Alter Document Name Received from Signing Service
- Client Signed Documents
- Internal Reminder to Contact Client
- Offboarding a Client
- Onboarding a New Client
- Quarterly Report Reminders
Custom Process Examples for Compliance
- Activity Statement Recurring Job
- Establishing a New Entity
- Fringe Benefits Tax Job
- GST Return Job
- Job Rollover Process
- Monthly Bookkeeping
Custom Process Examples for Summary Notifications
- Custom Processes using Views and Summary Notifications
- Client Signed Notification
- Client Upload Notification
- Deleting Document(s) with a Custom Process
- Draft Filed Reminder
- Overdue Jobs Reminder
Custom Process Examples for Data Integrity
Troubleshooting
- 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
- "There was potentially an error uploading this document" when creating a document from an Automation Process
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?