Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Not Available: Xero Practice Manager, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI
This custom process sends out a summary notification once a month to the nominated User(s) when there are any Invoices that are Overdue, that is, where the Invoice Due Date is in the past, relative to today's date, and are Awaiting Payment.
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 the 1st weekday of each month.
When importing this automation the following items are included:
Custom Views
The following View and its associated details are used for these processes:
| Name | Type | Filters |
| Overdue Invoices | Invoices View | Due Date = Past |
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.
Importing this Custom Automation
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 and Views.
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.