Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Not Available: Xero Practice Manager, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI
Use this Custom Process to update custom field data from a job to its related time entries. This allows you to use custom field information in the Time View and Reports to analyse in more detail.
This Custom Process has been created by the FYI team, ready to be imported to use in your practice.
What's Included
This process runs manually from Workspace.
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 |
| Division | Drop-down Options: Business Services Wealth Consulting Audit Insolvency SME Accounting |
Client Job Time and Disbursements Employee Invoice |
Custom Views
The following Views and their associated details are used for these processes:
| Name | Type | Filters |
| All | Time View |
When importing process(es) the Automation Import wizard allows you to map imported fields and components, to match your practice's platform configuration or to use the defaults provided with the process as outlined above.
Custom Process Setup
This process uses the All view for the Practice - Time List.
Note: This will update all time entries for your practice that have been made up to that point in time inside FYI. To update selected time entries only, filter the Time List and create a View. Select this view in the Custom Process to ensure only the relevant time entries are updated.
Update the Update Time/Disbursement step to include your practice’s custom field. Then open the Merge Field selector and choose the relevant {{ TriggerJob }} custom field data to populate the corresponding Time/Disbursement custom field. This applies the data from the Job linked to the Time/Disbursement record. For example, you can populate the Division field from the Job to the Time/Disbursement record.
Importing this Custom Process
Click here to download the file used to import this example Custom Process, ready for you to test and activate, or customise to suit your practice. You can also download the file from the bottom of this article.
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, select Copy link address and paste it into a new browser tab in the browser 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 and Views.
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.