- 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?
- 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 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?
Help Centre
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, in tray, sync