Activating Sample Process Automations

FYI comes shipped with a selection of in-built sample Processes that can be activated from the Automation dashboard by your FYI Admin, and configured to suit your practice.

For a full list of sample processes available in-app, refer to Sample Processes. You can also browse a range of ready-to-go automations in our Automation Library.

To get started, we recommend activating the following:

Automatic Import of ASIC Statements

Integration with leading Corporate Compliance providers BGL and NowInfinity facilitates the auto-retrieval and auto-filing of your Client's corporate documents in FYI.

This process is only available to FYI Users in Australia.

Information is imported from BGL CAS 360 and NowInfinity overnight, automatically filed against the relevant client and can be viewed in the Client - Documents list.

A summary of the ASIC annual statements is displayed in the Client - Corporate Affairs tab.
For example, the Corporate Affairs for a Group might display like this:

530_Corporate_Affairs_tab.gif

To connect to your app of choice, refer to Corporate Compliance Apps.

Once connected, to activate the automatic import of documents and configure for your practice refer to Import from BGL or Import from NowInfinity.

Xero Tax Return AutoFile

The Xero - Tax Return process automatically files batches of newly issued tax returns retrieved overnight via Xero Tax.

This process is only available to FYI Users in Australia.

The tax returns are displayed in the Client - Documents list and in the Client - Tax tab.

The Client - Tax displays as follows.

442 NL Clients Tax tab.gif

The following is an example of how the Xero Tax web links display in the Client - Documents tab.

1221 Tax in Client Documents tab.gif

Refer to Xero Tax Return AutoFile (Australia Only).

Onboarding a New Client

Streamline your client onboarding with auto-created documents, emails and internal tasks for a smooth transition and great client experience.  

This custom process, complete with document and email templates, has been created by the FYI team ready to use in your practice. Refer to the Quick Reference Guide in Onboarding a New Client to step you through the final touches - review process steps and test - before you activate the automation.

Year End Compliance Job Kick Off

Auto-create the documents required to complete annual compliance jobs, and auto-update the job state so your team knows it's ready to start.

This custom process, complete with document and email templates, has been created by the FYI team ready to use in your practice. Refer to the Quick Reference Guide in Onboarding a New Client to step you through the final touches - review process steps and test - before you activate the automation.

Establish a New Entity

Auto-create the tasks and client emails required when establishing a new entity for an existing Client.

This custom process, complete with email templates, has been created by the FYI team ready to use in your practice. Refer to the Quick Reference Guide in Establishing a New Entity to step you through the final touches - review process steps and test - before you activate the automation.

Custom Processes - Available for Import

You can also choose from a growing library of custom processes created by the FYI team, ready to import into your FYI platform with just a few mouse clicks.   

Each one makes full use of process steps to create emails, create tasks, and update jobs, and even includes example email or document templates.  

Simply import, customise to suit your practice, test and activate! 

Refer to the section Custom Processes Examples.

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