Process Automation
Use time-saving automations across document creation, import, filing, email communication and more!
Automation Dashboard
Setting up Automations
Process Step Details
Sample Processes
- Xero Tax Return AutoFile (Australia and New Zealand Only)
- Tax Assessments AutoFile (Agreed & Not Postal/Agreed & Postal) (Australia Only)
- Tax Assessments AutoFile (Variance) (Australia Only)
- Client Ledger Reports AutoFile (Australia and UK)
- Import from BGL
- Import from NowInfinity
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Custom Processes
Custom Process Examples for Client Management
Custom Process Examples for Job Management
Custom Process Examples for Document Management
Custom Process Examples for Employee Management
Custom Process Examples for Marketing Management
Custom Process Examples for Practice Management & Notifications
Troubleshooting
- Error "Cabinet not found" when running Automation Processes
- Error "(Client Name) does not have an associated email address" when emailing a client using an Automation Process
- Why did my automation only run for some jobs or clients, and not all of them?
- "Merge field name" not closed line:1, col:#" or "Expected "|" before filter, line:1, col:#" when running an Automation Process
- "The Step cannot be removed as other steps depend on it" when deleting an automation step
- Automation ran without being attached to a job
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FAQs - Process Automation
- Can you create an automation schedule to run twice, skip a month, and then run again?
- Why is my automation not generating a document that matches the template?
- Why is an Automation Process not completing?
- How can I enable or disable notifications generated by automations or custom processes?
- How often are clients, jobs and staff synchronised from Xero Practice Manager?
- Why has the sync with Xero Practice Manager stopped and it is no longer syncing?
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