Getting Ready for the New Financial Year Series

Dates:
Session 1 – Wednesday 17th June 12PM AEST
Session 2 – Thursday 18th June 12PM AEST
Session 3 – Friday 19th June 12PM AEST
Description:
Join the Client Success team in this three-part, pre-recorded webinar series to find out how you can accelerate your workflow for the New Financial Year.
In this series, we will cover:
- Session 1: End of Financial Year Housekeeping
Get your FYI platform optimised and ready for the new year! Our team will take you through crucial housekeeping items including filing options and defaults, reviewing templates and other recommendations to ensure you’re ready to go.
- Session 2: Automate your New Year
Calling in work once the new financial year has started has never been easier in FYI. We show you how to roll your existing jobs, schedule your work and how to easily engage your clients all by harnessing the combination of FYI’s automation engine, FYI Forms and our bulk email feature.
- Session 3: Managing Jobs in the New Year
With all your jobs in a central location and at your fingertips in FYI, our team is excited to show you how to manage those jobs effectively and efficiently. Think streamlined workflow meetings and flawless team collaboration by utilising FYI’s Job’s boards, views and automations to take charge of your new financial year.
If you cannot make the live event, register to receive the resources post event including the webinar recording.