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
The Invoice filter is available when creating Custom Automation Processes, allowing practices to create an automation based on employees within FYI. For example, adding notifications for invoices with the status of Draft, or Awaiting Payment.
Invoice - View Filters
To use the Invoice - View Filters filter:
- From the Process Details tab, click the edit icon next to Filter.
- Select the Filter Type of Invoice - View Filters.
- Select a view from the drop-down.
Note: If the required view is not displayed, ensure the view has been enabled for Automations. Refer to Managing Views.
- Enable the Run Only Once Per Invoice option to prevent the automation from running multiple times for the same invoice.
For examples of Custom Automation Processes using the Invoice Filter, for example Overdue Invoice notifications, refer to Custom Process Examples for Practice Management & Notifications.