- Company Annual Review Job
- WIP Write Off on Completed Jobs
- Automatically Bulk Update Job Type from Standard to Workflow Job
- 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
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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Learning Resources
Access our library of video tutorials, guides and learning paths.
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Onboarding
Configure FYI, migrate documents and onboard your team.
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Platform Admin
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, CSV Import, Automation Library, Elite