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  1. FYI
  2. Process Automation
  3. Sample Processes

Sample Processes

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Sample Processes that are shipped with FYI which can be modified to reflect the requirements of your practice.

  • 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
  • Import from Companies House
  • Import from Adobe Sign
  • My Imports
  • Negative Email Alert
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