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.
Negative Email AlertSTARTER
Send an automatic alert to a designated FYI user if a negative email is received from a client.
Send a Bulk Email with an AttachmentPRO
Send an email to your entire client base – or to a segmented list - with an attachment.
Onboard a New ClientPRO
Auto-create emails, documents and internal tasks for a smooth transition and excellent client experience.
Quarterly Reports Reminder PRO
Send a series of emails to clients requesting information for quarterly reports.
Re-Share Client Uploaded DocumentsPRO
For practices using Collaborate, this process will re-share document clients have added to their upload folder into their share folder.
Reminder to Contact a Client PRO
Send a reminder to a Partner if a client has not been contacted in 90 days.
Activity Statement Recurring JobPROAU ONLY
Auto-create recurring jobs for clients that require IAS & BAS work to be completed.
Establish a New Entity PRO
Auto-create the tasks and emails required when establishing a new entity for a client.
Fringe Benefits Tax JobPRO
Streamline your Fringe Benefits Tax process by auto-creating email communication, workpapers and internal tasks.
GST Return Job PRO
Streamline the processing of your GST returns by auto-creating workpapers and internal tasks.
Job Rework & Review ProcessPRO
Auto-create tasks to assist in the completion of review and rework steps to complete client work.
Job Rollover ProcessPRO
Streamline your job rollover by auto-creating and assigning the same details as the prior period.
Streamline your monthly bookkeeping jobs and auto-create workpapers, client communications, internal tasks and workflow to progress job states automatically along the way.
Streamline your payroll process by auto-creating email communication, workpapers and internal tasks.
Track Dates for Job State ChangesPRO
Auto-track the date a job state changes, for example, from Planned to In Progress
Year End Compliance Job - Kick-Off PRO
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.
Coming soon. Watch this space!
Client Signed NotificationPRO
Receive a notification when a client has signed a document and it is auto-filed in FYI, ready for your action.
Client Upload NotificationPRO
Receive a notification when a client uploads documents using their Collaborate Upload folder.
Draft Filed ReminderPRO
Receive a notification reminder when you have files in your In Tray for filing.
Blank Custom Fields AlertPRO
Send a notification when Custom Fields are blank in FYI, assisting with data integrity for Clients and Jobs lists.
Missing Client Group AlertPRO
Send a notification when a client has not been allocated to a client group.
Practice Activity AlertPRO
Send alerts when action is required or failures occur in the Practice Activity workspace.
Unassigned Job Partner or Job Manager AlertPRO
Send notifications when a Job Partner or Job Manager have not been assigned to a job.
Unassigned Partner or Manager AlertPRO
Send notifications when a Partner or Manager have not been assigned to a client.
Document Import & AutoFile
Xero Tax Return AutoFileSTARTER AU 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.
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.
Alter Document Name from Signing ServicePRO
Add the text "Signed" to documents returned from your signing service after the client has signed.
Client Signed DocumentsPRO
Update the Job and create a Task when a document has been returned from your signing services after the client has signed.