Process Automation
Use time-saving automations across document creation, import, filing, email communication and more!
Automation Dashboard
Using Automations
Sample Processes
- Xero Tax Return AutoFile (Australia 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
Testing and Running Custom Processes
Custom Process Examples
- Sending a Bulk Email to all Clients
- Sending an Email to a Segmented Client List
- Marketing Unsubscribe
- Sending a Bulk Email with an Attachment
- Onboarding a New Client
- Quarterly Reports Reminder
Custom Process Examples for Summary Notifications
Troubleshooting
- 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
- "Error loading documents" when clicking a link from an FYI Summary Notification
- "Could not find task" in the Automation Process History
FAQs - Process Automation
- 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?
- Why am I not seeing signed documents that were manually uploaded to NowInfinity in FYI?
- When an Automation Process is running, if I make changes manually, for example to change the Status of a Job, will this break the Automation?