Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
The FYI Automation Library contains a list of pre-built automations for a range of processes commonly used in accounting practices. The automation processes can be customised to suit the unique requirements of the practice, tested, and activated when ready for use.
The FYI Automation Library can be accessed from within FYI via FYI Guide.
Plan Availability
While the ability to create and customise Automation Processes is included with the Pro and Elite plans, some sample automations are also available for practices on the Intermediate plan.
Click here for a comparison of FYI plans.
For each Automation, FYI Guide will only display the automations available to your specific plan.
Available Automations
Automation Collections
The Automation Library offers Automation Collections, a group of automations relating to a particular area of your practice or feature in FYI, which can be imported into your FYI via a single import file.
In addition, FYI also offers a range of Consulting Service packages for practices with bespoke requirements. Click here to view further details.
Categories
The full list of Automation Processes has been categorised according to their purpose, and include:
- CRM & Client Experience
- Compliance & Client Workflows
- Jobs, Capacity & Workflow Management
- Documents, Signing & Filing
- WIP, Billing & Practice Operations
- Employee Management
Activating Automation Processes
The steps required to get started with an automation process will be outlined in the article.
Click on the Automation Process to view detailed step-by-step instructions for implementing the automation process within your practice.
For more information on creating custom automation, or to view more Automation Recipes, refer to the Process Automation section of our Help Centre.