Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
This custom process is designed to automatically create the Company Annual Review job and tasks associated to support the processing of annual review work for clients.
This custom automation has been created by the FYI team, ready to be imported to use in your practice.
What's Included
This process will be set to run on a Schedule of the first day of each month.
When importing this automation the following items are included:
Custom Fields
The following Custom Fields and their associated details are used for these processes:
| Name | Type | Applies To |
| Company Review Date | Date | Client |
| Administrator | User | Client, Job |
Note: consider adding an additional client custom field to identify clients you file the annual return for, you can use a checkbox type field and bulk update clients to true/false then add this filter to your view.
Custom Views
The following Views and their associated details are used for these processes:
| Name | Type | Filters |
| FYI: Company Annual Review | Client View | Company Annual Review Date = Relative, This Month |
Note: consider adding an additional client custom field to identify clients you file the annual return for, you can use a checkbox type field and bulk update clients to true/false then add this filter to your view, i.e. Do we file? = True.
Task Templates
The following Task Templates and their associated details are used for these processes:
| Name | Assignee | Due Date | Details |
| Review Invoice |
Recommendation to utilise a User Role custom field: Administrator Note: you will need to update the template to your preferred User Role |
1 Day | Review invoice and complete task when the invoice is finalised. |
| Complete Company Review |
Recommendation to utilise a User Role custom field: Administrator Note: you will need to update the template to your preferred User Role |
7 Days | Complete Company Review |
Job States
The following Job States and their associated details are used for these processes:
| Name | Type |
| Completed | Completed |
| In Progress | Standard |
For practices on the Elite Plan, you have all the inclusions of Pro and the additional items:
Job Templates
The following Job Templates and their associated details are used for these processes:
| Name | Type |
| Annual Company Review | Standard |
Rates
The following Rates and their associated details are used for these processes:
| Name | Billable Rate | Base Rate | Type |
| Company Annual Review Fee | $329 | $329 | Disbursement |
Importing this Custom Automation
To import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article):
- Click here to download the file used for Pro practices
- Click here to download the file used for Elite practices
Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.
When you have downloaded the file you can import the Custom Process. Refer to Importing Custom Processes.
What's Next
Ensure you Review your Automation, Templates and Views.
Templates can be located in your Knowledge workspace, you can review and personalise any imported templates, ensure that you set the Template Status to active when you've finalised your review and customisations.
Review and update the Process Controls and Process Steps for your Automation. Specific comments have been added to the steps where action is required. These will display in blue.
After reviewing all items for your Automation, ensure you Test the Automation. When ready, set the Status of the Automation to Active.