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 the essential custom automations for those on the Pro plan.
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 |
| Client Birthday Email |
Send out a birthday email to your client annually. 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. |
| Job Budget Tracking Alerts |
Notify Job Managers and Partners when a job has exceeded 50% or 100% of its budget. You can find out what's included for this custom process and configuration specifics after importing here. |
| Job Rework & Review Processes |
Auto-create tasks to assist in the completion of review and rework steps to complete client work. You can find out what's included for this custom process and configuration specifics after importing here. |
| Job Rollover Process |
Streamline your job rollover by auto-creating and assigning the same details as the prior period. You can find out what's included for this custom process and configuration specifics after importing here. Note: this collection includes both Standalone & Continuous rollover processes. |
| Manage Email Unsubscribes |
Manage clients who have unsubscribed from bulk client communications. You can find out what's included for this custom process and configuration specifics after importing here. |
| Missing Client Group Alert |
Sends notifications to the users when a client has not been allocated to a client group. 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. |
| 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. |
| Internal Reminder to Contact Client |
Send a reminder to a Partner if a client has not been contacted in 90 days. 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. |
| Track the Date a Job State Changes |
Auto-track the date a job state changes, for example, from Planned to In Progress. You can find out what's included for this custom process and configuration specifics after importing here. |
| Unassigned Client Partner or Client Manager Alert |
Send a notification to users when a Partner or Manager is missing from a client. You can find out what's included for this custom process and configuration specifics after importing here. |
| Unassigned Job Partner or Job Manager Alert |
Send a notification to users when a Partner or Manager is missing from a job. You can find out what's included for this custom process and configuration specifics after importing here. |
| Unassigned Tasks Notification |
Send a notification to users when their task has not been assigned to a user. 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. |
Importing this Custom Process Collection
Click here to download the file used to import these example Custom Processes, ready for you to test and activate or customise to suit your practice (or 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 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.