Setting Filing Defaults for your Practice

Filing Defaults can also be set at the practice level. When auto-filing emails, and when creating a new email or document in FYI, FYI checks for filing defaults in the following order:

  1. Client
  2. User
  3. Practice
  4. Automation Apps

For practices on the FYI Elite plan, Filing Defaults for Invoices created manually, and Credit Notes synchronised from Xero, are managed separately in the Time & Invoices settings. Refer to Managing Invoices Settings.

The Practice Filing Defaults are selected in Automations - Apps - Email AutoFile from the Defaults tab. Refer to Email AutoFile Settings, Exclusions and Practice Filing Defaults and to Introduction to Email AutoFile.

These settings can only be managed by an FYI Admin, or a user in a User Group that has Permissions enabled for Automations.




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