AUTOMATION LIBRARY

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Document Import & AutoFile

Xero Tax Return AutoFileSTARTERAU ONLY

Daily import of tax returns created in Xero Tax. AutoFile a link in FYI.

Xero Client Ledger Reports AutoFile INTERMEDIATE

Batch import of client ledger reports on demand. AutoFile in FYI.

Xero - InvoicePRO

Daily import of invoices created in Xero. AutoFile a link in FYI.

ATO Tax Assessments AutoFileINTERMEDIATEAU ONLY

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.

BGL – Corporate Documents – Import & AutoFile PRO

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

Now Infinity - Corporate Documents – Import & AutoFile PRO

Daily import of completed documents, annual statements and resolutions created in Now Infinity. AutoFile in FYI.

Import of Signed Documents from AdobeSign INTERMEDIATE

Import of signed documents from AdobeSign

My Imports INTERMEDIATE

Automatic alert sent to a Partner when a file is imported

Email Marketing

Negative Email AlertSTARTER

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