Process Automation
Use time-saving automations across document creation, import, filing, email communication and more
- 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?
- When are the FYI Tax Automation Processes triggered from Xero Tax?
- 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 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?