AUTOMATION LIBRARY

Sample Automations for Your Practice

Explore some of our automations for processes commonly used in accounting practices. There are many more available, talk to our team to explore!

Auto-create emails and tasks, update jobs, and more.
Email and document templates included.
Shipped with FYI or available for import.

Featured collection

Essential Starter Automations

Featured collection

Elite Plan Automations

Consulting Services

Automation Packages

Marketing Management

Client Birthday EmailPROELITE

Send birthday emails to your clients on their birthday each year.

Manage Email UnsubscribesPROELITE

Automate the management of unsubscribe requests.

Send a Bulk Email to All ClientsPROELITE

Send an email newsletter to your entire client base.

Send a Bulk Email with an AttachmentPROELITE

Send an email to your entire client base – or to a segmented list - with an attachment.

Send an Email to a Segmented Client List PROELITE

Send an email to a portion of your client base using a filtered view.

Client Management

Bulk Email Invite Clients to CollaboratePROELITE

Share a welcome flyer and email to all clients opting to use Collaborate.

Client Satisfaction SurveyELITE

Share a Client Satisfaction Form for clients to provide their feedback.

Establish a New EntityPROELITE

Auto-create the tasks and emails required when establishing a new entity for a client.

Negative Email AlertINTERMEDIATEPROELITE

Send an automatic alert to a designated FYI user if a negative email is received from a client.

Offboard a ClientPROELITE

Make sure no steps are missed when a client leaves your practice.

Onboard a New ClientPROELITE

Auto-create emails, documents and internal tasks for a smooth transition and excellent client experience.

Quarterly Reports Reminder PROELITE

Send a series of emails to clients requesting information for quarterly reports.

Reminder to Contact a Client PROELITE

Send a reminder to a Partner if a client has not been contacted in 90 days.

Update Client DetailsELITE

Share a prepopulated Form for clients to review and provide their details, automatically updating the client record in FYI.

Job Management

Activity Statement Recurring JobPROELITEAU

Auto-create recurring jobs for clients that require IAS & BAS work to be completed.

Company Annual Review JobPROELITE

Streamline your annual company reviews by auto-creating the job, task, time entry, disbursement, and invoice.

Final Invoice Auto Complete JobELITE

Automatically complete the client job when the final invoice has been raised.

Fringe Benefits Tax JobPROELITE

Streamline your Fringe Benefits Tax process by auto-creating email communication, workpapers and internal tasks.

GST Return Job PROELITE

Streamline the processing of your GST returns by auto-creating workpapers and internal tasks.

Job Budget Tracking AlertsPROELITE

Notify Job Managers and Partners when a job has exceeded 50% or 100% of its budget.

Job Rework & Review ProcessPROELITE

Auto-create tasks to assist in the completion of review and rework steps to complete client work.

Job Rollover ProcessPROELITE

Streamline your job rollover by auto-creating and assigning the same details as the prior period.

Monthly BookkeepingPROELITE

Streamline your monthly bookkeeping jobs and auto-create workpapers, client communications, internal tasks and workflow to progress job states automatically along the way.

Payroll JobPROELITE

Streamline your payroll process by auto-creating email communication, workpapers and internal tasks.

Track Dates for Job State ChangesPROELITE

Auto-track the date a job state changes, for example, from Planned to In Progress.

Updating Custom FieldsPROELITE

Auto-update job or client custom fields based on select criteria.

WIP Write Off Completed JobsELITE

Auto-create Final invoices for completed client work with WIP balances.

Year End Compliance Job - Kick-Off PROELITE

Auto-create the documents required to complete annual compliance jobs, and auto-update the job state so your team knows it's ready to start.

Year End Compliance Job – Start to FinishPROELITE

Auto-create the meetings, workpapers, emails and tasks required to complete annual compliance jobs, with job states and key dates automatically updated along the way.

Employee Management

Employee Performance ManagementELITE

Auto-create emails, documents and internal tasks for timely employee performance reviews.

Employee Probation ManagementELITE

Auto-create emails, documents and internal tasks for employee probation periods.

Offboard an EmployeeELITE

Make sure no steps are missed when an employee leaves your practice.

Onboard an EmployeeELITE

Auto-create emails, documents and internal tasks for a smooth transition and excellent employee experience.

Practice Management & Notifications

Blank Custom Fields AlertPROELITE

Send a notification when Custom Fields are blank in FYI, assisting with data integrity for Clients and Jobs lists.

Client Signed NotificationPROELITE

Receive a notification when a client has signed a document and it is auto-filed in FYI, ready for your action.

Client Upload NotificationPROELITE

Receive a notification when a client uploads documents using their Collaborate Upload folder.

Create Time on Sent EmailsELITE

Auto-create draft time entries for the team on sent emails.

Draft Disbursement ReminderELITE

Send notifications for disbursements in draft status.

Draft Filed ReminderPROELITE

Receive a notification reminder when you have files in your In Tray for filing.

Draft Invoice ReminderELITE

Send notifications for invoices in draft status.

Draft Time Entry ReminderELITE

Send notifications for time entries in draft status.

Form Submitted NotificationELITE

Automatically notify the relevant team members when a form has been submitted by a client.

Missing Client Email Address NotificationPROELITE

Send notifications when a client is missing an email address.

Missing Client Group AlertPROELITE

Send a notification when a client has not been allocated to a client group.

Missing Time ReminderELITE

Sends a reminder to staff members who are missing time entries for the prior week.

Monthly Practice ReportsELITE

Automatically generate practice reports at the end of each month.

Overdue Invoice ReminderELITE

Send notifications for invoices with a past due date and awaiting payment status.

Overdue Jobs ReminderPROELITE

Send your team a weekly reminder of the overdue jobs assigned to them.

Overdue Task ReminderPROELITE

Send your team a daily summary of overdue tasks, so nothing is forgotten.

Pending Approval NotificationPROELITE

Receive a notification when you have a document or email to approve.

Recurring InvoicesELITE

Auto-create monthly recurring invoices for client work.

Recurring TasksPROELITE

Create recurring Tasks for any instance where you regularly repeat a task.

Practice Activity AlertPROELITE

Send alerts when action is required or failures occur in the Practice Activity workspace.

Unassigned Client Partner or Client Manager AlertPROELITE

Send notifications when a Partner or Manager have not been assigned to a client.

Unassigned Job Partner or Job Manager AlertPROELITE

Send notifications when a Job Partner or Job Manager have not been assigned to a job.

Unassigned Tasks NotificationPROELITE

Send notifications when a Task has not been assigned to a user.

Update Time Custom FieldsELITE

Apply custom field data from the job to the time entries for greater reporting flexibility.

Document Management

Alter Document Name from Signing ServicePROELITE

Add the text "Signed" to documents returned from your signing service after the client has signed.

ATO Tax Assessments AutoFileINTERMEDIATEPROELITEAU

Daily import of tax assessments from the ATO. AutoFIle into FYI. Cross-check with Xero Tax and generate a corresponding client email or alert internal FYI user of any variances.

ATOmate Collaborate UploadPROELITEAU

Auto-share documents from ATOmate to Collaborate

Auto Archive Document(s)PROELITE

Auto-archive unwanted documents that meet a certain criteria.

Auto Delete Document(s)PROELITE

Auto-delete unwanted documents that meet a certain criteria.

Auto Share Signed Documents via CollaboratePROELITE

Automatically share client signed documents to their Collaborate folder.

BGL – Corporate Documents – Import & AutoFile PROELITE

Daily import of completed documents, annual statements and resolutions created in BGL CAS 360. AutoFile in FYI.

Client Signed Documents Lodgement ProcessPROELITE

Update the Job and create a Task when a document has been returned from your signing services after the client has signed.

Create a Mail Merge for ClientsPROELITE

Create a letter or documents for multiple clients.

Import of Signed Documents from AdobeSign INTERMEDIATEPRO

Automatically import signed documents from AdobeSign.

Sending an Income Tax Return Checklist to a ClientPROELITE

Create an Income Tax Return Checklist and send it to a client.