Process Automation

Client and User Default Settings

• Setting Filing Defaults for a Client
• Setting Defaults and AutoFile Defaults for your Own Login - My Settings

Automation Dashboard

• Automation Processes
• Automation Process Steps
• Automation Notifications
• Automation Apps
• Automation Process History

Custom Processes

• Setting up and Running Custom Processes
• Custom Processes using Views and Summary Notifications

Xero Practice Automations

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

Other Practice Management Automations

• Integration with GreatSoft

Outlook Automations

• AutoFile Settings and Defaults
• Email AutoFile Settings and Exclusions
• Calendar Entry AutoFile
• Calendar Entry AutoFile Settings

Xero Tax Automations (Australia Only)

• 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
• Import from ATO SmartDocs
• Import from ATOMate - Business Automation Works

Other FYI Automations

• Nightly Backup
• Negative Email Alert

Troubleshooting

• Clicking a link to open a Job or Client in Xero Practice Manager displays a "My Portal" page
• "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.