- Final Invoice Auto Complete Job
- Activity Statement Recurring Job
- Fringe Benefits Tax Job
- GST Return Job
- Job Rollover Process
- Monthly Bookkeeping
- Payroll Job
- Year End Compliance Job Kick Off
- Year End Compliance Job - Start to Finish
- Job Rework & Review Processes
- Track the Date a Job State Changes
- Updating Job Partner or Job Manager
- Updating Custom Fields
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
custom
/hc/en-us/categories/360002374291
/hc/theming_assets/01HZEE3HQM90BN9GA7TV51B618
Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
custom
/hc/en-us/categories/360003063191
/hc/theming_assets/01HZEE3J6ZV370P63N1KBS4EKA
Onboarding
Configure FYI, migrate your documents and onboard your team.
custom
/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, New Collaborate, Tasks, In Tray, Templates