FYI Docs - Creating an ATOmate Filter

Overview

When you select the Email, Post or Archive buttons in ATOmate, the ATO document itself, plus your internal correspondence and Audit trail will be saved to FYI Docs as two separate PDF files.

The blue banner at the top of FYI Docs allows you to select Documents and see all the files stored. However for larger firms the files modified by ATOmate can be scattered amongst other documents.

To Easily find all files modified by ATOmate (ie the ATO document & correspondence) you can create an ATOmate filter

Setup

Go into Filters ->Source,

• then choose ATOmate (untick all else).

Then on the very right hand side on the drop-down arrow,

• choose ‘Save View’ ,

• create a new folder view & name it ATOmate Docs

Open

Refresh the screen and the new folder will be able to be selected from the Documents tab.

Open