Sample Processes
Sample Processes that are shipped with FYI which can be modified to reflect the requirements of your practice.
- Automatic Document Imports
- 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)
- Running the Client Ledger Reports AutoFile (Australia and UK)
- Client Ledger Reports AutoFile (Australia and UK)
- Import from BGL
- Import from NowInfinity
- Import from Companies House
- Import from Adobe Sign
- My Imports
- Negative Email Alert