Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
You can integrate FYI with NowInfinity to automatically import information from this third-party provider for your clients. Information is imported from NowInfinity overnight and automatically filed against the relevant client as a document in FYI.
Working with the NowInfinity Integration
NowInfinity documents are synchronised to FYI every day at 4 am. Documents received after this time will be available in FYI the following day. Imports may take up to 24 hours to display.
The date and time of the Last Sync with NowInfinity can be found in the NowInfinity app in Automation - Apps. Refer to Connecting your NowInfinity account to FYI.
The integration with NowInfinity only imports documents where the ACN in NowInfinity matches the ACN in your practice management software. Documents are matched with clients using the ACN. Any spaces in the ACN will be ignored.
For practices integrated with Xero Practice Manager (XPM), the automation will only import documents if the client record in XPM contains the ACN, and the ACN directly matches what is held in NowInfinity.
ACNs must be unique to a client, and not shared with any other client.
When connecting your NowInfinity account to FYI and Import unmatched documents to In Tray is toggled "On", unmatched documents will be imported to the process owner’s In Tray. The owner can then manually file the unmatched documents to the correct client.
NowInfinity allows users to create companies, but documents will only be imported if the client has been added to your ASIC agent number using Form 362.
Once the client has been added to your ASIC agent number, the FYI automation will check NowInfinity for the incorporation documents and add a link to the client in FYI if it can match the ACN.
To bundle the Company Statement and Invoice into a single collated PDF, change the Display Invoice As option to "A Part of Annual Statement" in NowInfinity.
Annual company statements and signed ASIC forms are imported as PDFs from NowInfinity. Signed copies of documents imported from NowInfinity are filed separately from unsigned copies in FYI.
ASIC annual statements are displayed in the Client - Corporate Affairs tab. This provides a summary of ASIC annual statements and displays current information from the ASIC register, including officeholders, registered address, share structure, and statement status. For example, whether the annual review fee has been paid.
The following documents can be imported from NowInfinity:
- Constitution Standard Company
- Consent of Occupier
- Minutes
- ASIC Certificate
- Invoice
- Form 201
- Legal Scope Statement
- Signing Summary (signed)
- Invoice (signed)
- ASIC 362 Notification by a Company to Nominate or Cease a Registered Agent or Contact Address
- ASIC 480 Cover Letter for Annual Statements (signed)
- ASIC 484 Change to Company Details
- ASIC Company Statement and Solvency Resolution
- ASIC Company Statement and Solvency Minutes
- Practice customised forms
Import from NowInfinity
An FYI Admin, or a user in a User Group with permissions enabled for Automations, will need to complete the following steps:
- Connect your NowInfinity account to FYI. Refer to Connecting your NowInfinity account to FYI.
- Set up and activate the Automation Processes to run the import:
- ASIC Statement and Resolution - Import & AutoFile
- Corporate Documents - Import & AutoFile
To access the Automation Processes:
- From FYI, click the Automation menu option.
- Go to the Processes tab.
- Locate the process ASIC Statement and Resolution - Import & AutoFile or Corporate Documents - Import & AutoFile, and click the cog icon to edit the process.
- Update the automation settings, as required.
- Update the steps to change any options for filing, workflow, creating a task, and enabling comments as required. Refer to Automation Notifications.
- Add more automation steps if required.
- To make the process active, change the Status to "Active".
Once NowInfinity has been connected to FYI, and the processes have been set up and set to "Active", any new documents or changes in status to a document in NowInfinity are automatically imported into FYI.
Process Settings
The process settings will be configured as per the details below. Some options can be customised as required.
If you need to reset the process, for example, if the step was deleted, click Reset. This will restore the process back to the default configurations.
| Field | Details |
| Trigger | New Document |
| Filter |
Set to either of the following, depending on the process being edited:
|
| Owner |
By default, the owner will be set to the user who activated the automation process. If the process fails, an email will be sent to this user as a notification. You can set this as "Me" to set yourself as the owner. Note: When connecting your NowInfinity account to FYI and Import unmatched document to In Tray is toggled "On", unmatched documents will be imported to the process owner’s In Tray. The owner can then manually file the unmatched documents to the correct client. |
| Start From | Allows you to enter the date from which you want to start retrieving the documents. If you enter a date in the past, documents from that date will be imported. Documents that have already been imported will not be imported again. |
Process Step Settings
Depending on the Automation Process selected, the steps to import from NowInfinity with the Action will be set to either:
- Import NowInfinity Document
- Import NowInfinity Statement
These steps will set the filing details for the documents that are imported. The following shows the default settings for Import NowInfinity Document.
The process settings will be configured as per the details below, and can be customised as required.
| Field | Details |
| Name | Set as the original name as imported from NowInfinity, using the Merge Field {{ TriggerDocumentFileName }}. |
| AutoFile | Disabled so the document will be filed using the settings in this process step. |
| Cabinet | Set as "Corporate Affairs". |
| Year | Set to {{ TriggerDocumentComplianceYear }}, available from the "Corporate Affairs" Merge Field section. |
| Filing | Set to "Filed". |
| Owner | In the Workflow section, the Owner is set as the client's manager using the Merge Field {{ TriggerClientManagerUser }}. This will send the document to the client manager's In Tray. |
Note: The Workflow Status options available in the drop-down will depend on the Approval Level assigned to the user in their User Profile. For example, a user with an Approval Level of None will not be able to view or select "Approved". Refer to Workflow Basics and Managing Users.