Automate your Bookkeeping (Apr 2023)


Learn how you can use FYI's Automation engine to automate your bookkeeping tasks, delegate, and manage work as well as handy tips and tricks. Explore sample automations – ready for you to import and customise to suit your practice. Making sure nothing slips through the cracks, minimising errors and ensure you deliver a great client experience every time.

This 30-minute webinar covers automations to help streamline your bookkeeping processes by auto-creating email communication and internal tasks to support processing requirements for your clients.

In this webinar we cover:

  • Task Templates – Leverage our new Task Templates to quickly create to-do’s for your team.
  • Custom Processes for Payroll & GST Jobs – automating job state updates, email and workpaper creation and delegating tasks.
  • Xero Ledger Report AutoFile – request and autofile Xero Ledger reports without leaving FYI.

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.

Setting up Task Templates

Payroll Job

GST Return Job

Client Ledger Reports AutoFile (Australia and UK)

Monthly Bookkeeping

Job Rollover Process

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

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