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This custom process is designed to automatically create recurring jobs for clients that require activity statement processing.
There are different options to consider when setting up a custom process for activity statements. It is important to review your requirements to determine which option(s) suit your practice.
Review the Templates used in the Process
Ensure you have the correct Job Templates set up to automatically create the relevant details for your jobs.
Review Activity Statement Job Requirements
Review your client list for activity statement processing requirements to help you determine which option(s) best suit your practice.
There are three options to consider when setting up a custom process for activity statements:
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Instalment Activity Statement & Business Activity Statements
Import the Recurring IAS and Recurring Quarterly BAS processes. The IAS custom process will automatically create IAS jobs for Month 1 and Month 2 and skip Month 3 to align with the quarterly BAS process. -
Recurring Quarterly BAS Jobs
This will automatically create the BAS job at the start of the quarter. -
Recurring Monthly Activity Statement Jobs
This will automatically create an activity statement job every month.
Create Client Custom Fields
Review and create the required client Custom Fields to be used for the Process. Ensure the Custom Fields are populated accordingly against your clients. Refer to Client Custom Fields.
This example uses a client Custom Field “Activity Statement”, with drop-down options consisting of: IAS, BAS, BAS & IAS. This will ensure that we can create recurring jobs for each scenario as required for your clients.
Note: You can create any custom fields that are appropriate to your practice. You might like to use the frequency of Activity Statement with drop-down options of “Quarterly, Monthly, Annually” instead.
Activity Statement Job Process Options
Review each of the job rollover options available below:
This option requires the import of the Recurring IAS and Recurring Quarterly BAS processes. The IAS custom process will automatically create IAS jobs for Month 1 and Month 2 and skip Month 3 to align with the quarterly BAS process.
The below outlines the details for the Recurring IAS Jobs process. This custom automation has been created by the FYI team, ready to be imported to use in your practice.
What's Included
This process will be set to run on a Schedule every 3 months.
Note: ensure the start date is updated to the start of a quarter, i.e. 1 January, 1 April, 1 July, 1 October.
When importing this automation the following items are included:
Custom Views
The following Views and their associated details are used for these processes:
| Name | Type | Filters |
| Activity Statement BAS & IAS Clients | Client View |
Status = Active Activity Statement (Custom Field) = BAS & IAS |
Job States
The following Job States and their associated details are used for these processes:
| Name | Type |
| Planned | Standard |
This option will automatically create the BAS job at the start of the quarter.
This custom automation has been created by the FYI team, ready to be imported to use in your practice.
What's Included
This process will be set to run on a Schedule of the first weekday of each quarter.
When importing this automation the following items are included:
Custom Views
The following Views and their associated details are used for these processes:
| Name | Type | Filters |
| Activity Statement BAS & IAS Clients | Client View |
Status = Active Activity Statement (Custom Field) = BAS & IAS, BAS |
Job States
The following Job States and their associated details are used for these processes:
| Name | Type |
| Planned | Standard |
This option will automatically create a job on the first weekday of each month for clients that require monthly activity statement processing.
This custom automation has been created by the FYI team, ready to be imported to use in your practice.
What's Included
This process will be set to run on a Schedule of the first weekday of each month.
When importing this automation the following items are included:
Custom Views
The following Views and their associated details are used for these processes:
| Name | Type | Filters |
| Monthly Activity Statement Clients | Client View |
Status = Active Activity Statement (Custom Field) = IAS Note: consider a frequency custom field to use for monthly BAS clients if applicable. Refer to Create Client Custom Fields |
Job States
The following Job States and their associated details are used for these processes:
| Name | Type |
| Planned | Standard |
Importing this Custom Automation
When importing process(es) the Automation Import wizard allows you to map imported fields and components, to match your practice's platform configuration or to use the defaults provided with the process as outlined above.
For Recurring Instalment Activity Statement Jobs click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
For Recurring Quarterly BAS Jobs click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
For Recurring Monthly Activity Statements Jobs click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.
When you have downloaded the file you can import the Custom Process. Refer to Importing Custom Processes.
What's Next
Ensure you Review your Automation, Templates and Views.
Templates can be located in your Knowledge workspace, you can review and personalise any imported templates, ensure that you set the Template Status to active when you've finalised your review and customisations.
Review and update the Process Controls and Process Steps for your Automation. Specific comments have been added to the steps where action is required. These will display in blue.
After reviewing all items for your Automation, ensure you Test the Automation. When ready, set the Status of the Automation to Active.