AUTOMATION LIBRARY

Automations – ready to go.

Check out our automations for a range of processes commonly used in an accounting practice. Simply customise to suit your practice, test, and activate!

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

Featured collection

Shipped with FYI

Featured collection

Essential Starter 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

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.

Negative Email AlertINTERMEDIATEPROELITE

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

Establish a New EntityPROELITE

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

Bulk Email Invite Clients to CollaboratePROELITE

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

Job Management

Fringe Benefits Tax JobPROELITE

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

Final Invoice Auto Complete JobELITE

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

GST Return Job PROELITE

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

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.

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

Onboard an EmployeeELITE

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

Employee Probation ManagementELITE

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

Employee Performance ManagementELITE

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

Offboard an EmployeeELITE

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

Practice Management & Notifications

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.

Draft Filed ReminderPROELITE

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

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.

Blank Custom Fields AlertPROELITE

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

Missing Client Group AlertPROELITE

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

Practice Activity AlertPROELITE

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

Unassigned Job Partner or Job Manager AlertPROELITE

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

Unassigned Client Partner or Client Manager AlertPROELITE

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

Unassigned Tasks NotificationPROELITE

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

Draft Time Entry ReminderELITE

Send notifications for time entries in draft status.

Draft Disbursement ReminderELITE

Send notifications for disbursements in draft status.

Draft Invoice ReminderELITE

Send notifications for invoices in draft status.

Overdue Invoice ReminderELITE

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

Document Management

Xero Client Ledger Reports AutoFile INTERMEDIATEPROELITE

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

BGL – Corporate Documents – Import & AutoFile PROELITE

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

Now Infinity - Corporate Documents – Import & AutoFile PRO ELITE

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

Xero - Invoices - AutoFileELITE

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

Import of Signed Documents from AdobeSign INTERMEDIATEPROELITE

Import of signed documents from AdobeSign.

My ImportsINTERMEDIATEPROELITE

Automatic alert sent to a Partner when a file is imported.

Alter Document Name from Signing ServicePROELITE

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

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.

Auto Share Signed Documents via CollaboratePROELITE

Automatically share client signed documents to their Collaborate folder.

Auto Delete Document(s)PROELITE

Auto-delete unwanted documents that meet a certain criteria.

Auto Archive Document(s)PROELITE

Auto-archive unwanted documents that meet a certain criteria.

Mail Merge for ClientsPROELITE

Bulk create a letter or documents for multiple clients.

Send an Income Tax Return Checklist to a ClientPROELITE

Create an Income Tax Return Checklist and send it to your client in a co-editable format.