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?
Why am I not seeing signed documents that were manually uploaded to NowInfinity in FYI?
When an Automation Process is running, if I make changes manually will this break the Automation?
When clicking the link in an email notification sent from an automation, why does this say "No notification"?
Why has an Automation Process stopped working?
Why are automation emails flagged as spam, some have bounced back and my email is blocked from sending any emails?
Why has an Automation Process sent an email multiple times to the same recipient?
Why is the Notice of Assessment generated by the Tax Assessments Automation Process displaying the incorrect Client Name?

Stay Up-To-Date

We host a range of product demos, training webinars, workshops and more. There's something for everyone.

Check for updates on the FYI Platform

Round-up of new features, fixes, and other important announcements.