AUTOMATION LIBRARY

Essential Automations for the Elite Plan

Automate your practice management with FYI
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Download the Elite Plan Automation Essentials

All Elite Plan Automations
This link will download all of the automations listed below to import into your FYI.
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Elite Essential Automations


Time

Create Time on Sent EmailsELITE
Auto-create draft time entries for the team on sent emails.
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Invoicing

Recurring InvoicesELITE
Auto-create monthly recurring invoices for client work.
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WIP Write Off Completed JobsELITE
Auto-create Final invoices for completed client work with WIP balances.
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Final Invoice Auto Complete JobsELITE
Automatically complete the client job when the final invoice has been raised,
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Notifications

Draft Invoice ReminderELITE
Send notifications for invoices in draft status.
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Draft Time Entry ReminderELITE
Send notifications for time entries in draft status.
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Missing Time ReminderELITE
Sends a reminder to staff members who are missing time entries for the prior week.
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Overdue Invoice ReminderELITE
Send notifications for invoices with a past due date and awaiting payment status.
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Draft Disbursements ReminderELITE
Send notifications for disbursements in draft status.
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Employees

Employee Performance ManagementELITE
Auto-create emails, document and internal tasks for timely employee performance reviews.
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Employee Probation ManagementELITE
Auto-create emails, documents and internal tasks for employee probation periods.
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Offboard an EmployeeELITE
Make sure no steps are missed when an employee leaves your practice.
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Onboard an EmployeeELITE
Auto-create emails, documents and internal tasks for a smooth transition and excellent employee experience.
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