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  1. FYI
  2. Process Automation
  3. FAQs - Process Automation

FAQs - Process Automation

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  • 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?
  • When clicking the link in an email notification sent from an automation, why does this say "No notification"?
  • Why has an Automation Process stopped working?
  • Why are automation emails flagged as spam, some have bounced back and my email is blocked from sending any emails?
  • Why has an Automation Process sent an email multiple times to the same recipient?
  • Why is the Notice of Assessment generated by the Tax Assessments Automation Process displaying the incorrect Client Name?
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