Process Automation
Use time-saving automations across document creation, import, filing, email communication and more!
Client and User Default Settings
Automation Dashboard
Custom Processes
Xero Practice Automations
Other Practice Management Automations
Outlook Automations
Xero Tax Automations (Australia Only)
Xero Ledger Automations
Other App Automations
- Import from The Gap
- Import from Zapier
- Import from BGL
- Import from NowInfinity
- Import from ATO SmartDocs
- Import from ATOMate - Business Automation Works
Other FYI Automations
Troubleshooting
- Occasional Delays in Syncing with Xero Practice Manager
- Clicking a link to open a Job or Client in Xero Practice Manager displays a "My Portal" page
- Difficulty syncing clients in Xero Practice Manager to FYI
- Documents do not automatically import from my OneDrive FYI - My Imports.
- Error "Error encountered setting up your OneDrive account. Some functionality will not work. Please check you have OneDrive enabled"
- Error "Error calling foundry: request failed with status code 403' when sending an email from an Automation Process