Advanced Automations for Jobs (Mar 2023)


Leverage a range of features in FYI to take your job management to the next level by automating rollovers, information requests and job status updates. Making sure the team know when it's time for them to play their part and delivering a great client experience.

This 30-minute webinar covers advanced automations for your jobs to help you focus on the work, not the administration of your jobs.

In this webinar we cover:

  • Blocking and Branching functions - to automate information requests and job rollovers.
  • Custom Fields - automating job milestone management and tracking.
  • FYI Tasks - using Tasks in your job processes to streamline and automate job state maintenance.

Click below to play a full recording of the webinar (30 minutes).

Useful Links

To download Quick Reference Guides and get user instructions for the sample automations mentioned in this session, use the links below.

Year End Compliance Job Kick Off

Year End Compliance Job - Start to Finish

Sending an Income Tax Return Checklist to a Client

Job Rollover Process

Other useful help articles include:

Quarterly Reports Reminder

GST Return Job

Fringe Benefits Tax Job

And to learn more about creating processes, visit the Process Automation section in FYI's help centre.

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