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 Collection brings together all importable custom automations for Compliance & Client Workflows.
These custom automations have been created by the FYI team, ready to be imported to use in your practice.
What's Included
This collection includes all of the following custom automations:
| Custom Process | Description |
| Establishing a New Entity |
Auto-create the tasks and emails required when establishing a new entity for a client. You can find out what's included for this custom process and configuration specifics after importing here. |
| Quarterly Report Reminders |
Send a series of emails to clients requesting information for quarterly reports. You can find out what's included for this custom process and configuration specifics after importing here. |
| Company Annual Review Job |
Streamline your annual company reviews by auto-creating the job and task. You can find out what's included for this custom process and configuration specifics after importing here. |
| Fringe Benefits Tax Job |
Streamline your Fringe Benefits Tax process by auto-creating email communication, workpapers, and internal tasks. You can find out what's included for this custom process and configuration specifics after importing here. |
| GST Return Job |
Streamline processing of your GST returns by auto-creating workpapers and internal tasks. You can find out what's included for this custom process and configuration specifics after importing here. |
| Monthly Bookkeeping |
Streamline your monthly bookkeeping jobs and auto-create workpapers, client communications, internal tasks, and workflow to progress job states automatically along the way. You can find out what's included for this custom process and configuration specifics after importing here. |
| Payroll Job |
Streamline your payroll process by auto-creating email communication, workpapers, and internal tasks. You can find out what's included for this custom process and configuration specifics after importing here. |
| Year End Compliance Job Kick Off |
You can find out what's included for this custom process and configuration specifics after importing here. |
| Year End Compliance Job - Start to Finish |
Auto-create meetings, workpapers, emails, and tasks required to complete annual compliance jobs, with job states and key dates automatically updated along the way. You can find out what's included for this custom process and configuration specifics after importing here. |
| Sending an Income Tax Return Checklist to a Client |
Creates an Income Tax Return Checklist and send it to a client. You can find out what's included for this custom process and configuration specifics after importing here. |
For practices on the Elite Plan, you have all the inclusions of Pro and the additional custom automations:
| Custom Process | Description |
| Company Annual Review Job |
Streamline your annual company reviews by auto-creating the job, task, time entry, disbursement, and invoice. You can find out what's included for this custom process and configuration specifics after importing here. Note: this replaces the Company Annual Review Job custom process in Pro. |
| Sending an Income Tax Return Checklist to a Client |
Creates an Income Tax Return Checklist and send it to a client. You can find out what's included for this custom process and configuration specifics after importing here. Note: this replaces the Send Income Tax Return Checklist custom process in Pro. |
Importing this Custom Process Collection
To import this Custom Process Collection, 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 Collection. Refer to Importing Custom Processes.
What's Next
Ensure you Review your Automations, 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 Automations, ensure you Test the Automations. When ready, set the Status of the Automations to Active.