Process Automation

Automation Dashboard

• Introduction to the Automation Dashboard
• Automation Processes
• Automation Apps
• Automation History
• Quick Access to Recently Used Automation Processes and Views, Apps and History

Setting up Automations

• Setting up Automation Processes
• Automation Process Steps
• Automation Notifications

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
• See all 10 articles

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
• See all 8 articles

Custom Process Examples for Email Marketing

• Marketing Unsubscribe
• Sending a Bulk Email to all Clients
• Sending a Bulk Email with an Attachment
• Sending an Email to a Segmented Client List

Custom Process Examples for Client Management

• Recurring Task Automation
• Alter Document Name Received from Signing Service
• Client Signed Documents
• Internal Reminder to Contact Client
• Offboarding a Client
• Onboarding a New Client
• See all 8 articles

Custom Process Examples for Jobs

• Track the Date a Job State Changes

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
• See all 10 articles

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
• See all 8 articles

Custom Process Examples for Data Integrity

• Blank Custom Fields Alert
• Missing Client Group Alert
• Practice Activity Alert
• Unassigned Job Partner or Job Manager Alert
• Unassigned Partner or Manager Alert
• Unassigned Tasks Notification

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?
• See all 13 articles

FAQs - Tax Automations from Xero Tax

• When are the FYI Tax Automation Processes triggered from Xero Tax?