Find out how you can accelerate your workflow for the New Financial Year.
In this 30-minute webinar, we'll guide you through optimising your FYI platform and how to automate client information requests to hit the ground running for the new financial year.
Topics include:
- Housekeeping for your FYI platform - including filing options and defaults, reviewing templates, rates, and other crucial items.
- Planning for jobs with the job workspace - using Automation and Job Lists to effectively rollover jobs, and plan for the new financial year.
- Automate your client information requests - how to create a Custom Process to bulk request client information efficiently.
Click below to play a full recording of the webinar (30 minutes):
Useful Links & Resources
For more information regarding the features that were demonstrated and discussed in this webinar, refer to:
- End of Financial Year Housekeeping
- Managing Rates for Time and Disbursements
- Document Templates, Stationery and Merge Fields
- Including Merge Fields in Email Templates and Signatures
- Creating and Maintaining Task Templates
- Automation Learning Resources
- Automation Library
- Job Rollover Process
- Sending a Bulk Email with an Attachment