Getting the Most out of Jobs

Run Time:   60 minutes


Thursday 21st September 12:00PM AEST


Join the Client Success team in this 60-minute webinar to find out how you can leverage FYI to manage your jobs and complete client work effectively as a team.

In this webinar, we will cover:

  • Setting up FYI to manage your Jobs
    Phil will guide you through how to setup FYI to ensure you get the most out of job management and why managing jobs with FYI just makes so much sense.
  • Effectively working with Jobs day-to-day
    Robyn will then take you through how to use the dedicated Job Workspace and how to use your Home Workspace to manage your client work day-to-day with lots of tips and tricks shared along the way!
  • Automating Job administration
    Adam provides some insight into how you can use the Automation engine to handle Job administration. Please note to get the most out of this part of the session you will need to ensure you’re across the fundamentals of this feature.
  • Managing your Jobs practice wide
    Jess wraps us up with a demonstration of how to manage your Jobs practice wide by creating Custom Views to achieve visibility across all client work.

If you can’t make the live events, register to receive the resources post-event including the webinar recordings.

Andrina Atkins

Client Success Consultant

Andrina is a Chartered Accountant with over two decades of experience in the accounting industry, both working in practice (including Big Four) and working in accounting software. Andrina has a strong compliance background and loves spending time with clients to truly understand their pain points and how technology can solve everyday business problems. Andrina now works in our Client Success team providing advice and solutions to help our clients leverage the full potential of FYI for their practice and team.

Phil Catania

Client Success Consultant

Phil has worked for multiple accounting software providers and has over 7 years of experience in Onboarding roles. He loves when a practice can see the benefits FYI can bring and ask themselves why they didn’t make the change sooner. Phil manages the onboarding of new FYI practices, guiding them through the onboarding journey and putting them onto the path to success. 

Robyn Cowe

Client Success Consultant

Robyn was in practice for almost a decade, in an Administration and Systems role. In that time, she had valuable experience in implementing a range of accounting systems, ensuring efficiency was created across various accounting processes. Now, with that knowledge, Robyn manages the onboarding of new FYI practices, assisting them on their journey to ensure they see early and ongoing returns in their investment in FYI.

Adam Ling

Client Success Consultant

Adam is a Chartered Accountant with more than 8 years working in the profession where he specialised in cloud-based systems. He is a part of our New Business Team to ensure all FYI clients know what makes FYI unique, and their questions are answered

Jessica Pol

Client Success Consultant

With over a decade of experience in the accounting industry, Jess has helped many practices optimise their processes and app stacks enabling them to drive value for their clients. Jess has a strong focus on client-centric growth and experience, and she now works with FYI’s Client Success team to ensure our clients are benefiting from the platform and achieving maximum ROI.

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