Overview
Without ATOmate, archiving client ATO correspondence is a heavily manual and time consuming process. A major benefit of ATOmate is that it can automatically archive the ATO documents it has processed. For FYI Docs users, this means you should have a significantly reduced need to manually archive items into FYI Docs.
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How documents are automatically archived in FYI Docs after processing has occurred in ATOmate, and
How to view or edit the Category options in FYI Docs.
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Creating The API Key
Step | Action |
|---|---|
1 | Click Automation in FYI Docs  |
2 | Click Apps  |
3 | Click the Settings Wheel for ATOmate  |
4 | Click Connect  |
5 | A secret key will be created, please use the copy button (before clicking done) to copy the Secret Access Key ID and paste it into the relevant fields in FYI TAB in ATOmate > Settings If you clicked Done, before you copied this key, you will have to first disconnect, then re select connect.  |
6 | Use the Clipboard to copy the Access Key ID and paste it into the relevant fields in FYI TAB in ATOmate > Settings  |
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Automated Archiving with ATOmate
ATOmate searches for the ‘meta data’ from both the Practice Management System, the processed ATO document and FYI Docs. ATOmate used a unique identifier to match clients that is shaed between Xero, FYI Docs and ATOmate.
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| Info |
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Any options must exist in the list in advance. To view or add to the lists, see the information below. |
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FYI Docs - View or Edit the Options in a Category List
Click My Profile in the menu bar.
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5. Click Save to include changes or Cancel to exit the screen.
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Checklist: Action Items for Superuser
| Note |
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To avoid delays, ensure the items listed below are actioned before your Onboarding meeting. |
- Required work types and years have been added.
- FYIDocs Licence type of “Pro Plan” confirmed
| Tip |
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End of Instructions. |
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