Set yourself up for success in the new financial year by completing your End of Financial Year Housekeeping in FYI. Ensure your new year categories are set up and ready to use, clean up draft emails, tidy up timesheets, and archive views and jobs that are no longer relevant. These essential steps will help create a clean, organised foundation for the year ahead.
This 30-minute webinar covers how to create a clean slate in your FYI for the new financial year.
Topics include:
- Adding in the new year category and updating filing defaults to automatically use that new category.
- Update year specific templates or automations to include merge fields instead.
- Tidy up views, jobs, draft emails and timesheets and your In Tray
Click below to play a full recording of the webinar:
Your Action Plan
- Step 1 - Follow our End of Financial Year Housekeeping article to add in the new year category and update your filing defaults.
- Step 2 - Convert your year specific automations, templates and documents to use Merge Fields.
- Step 3 - Bulk update your Jobs for a clean start to the new financial year.
- Step 4 - Tidy up any draft emails or timesheets and archive any views that are no longer relevant.
Tip: Keep on top of your draft emails and timesheets with our Automations!
Useful Links & Resources
Looking to get more out of your FYI? Our team are here to help with our dedicated Solutions Program.