Discover What's New

We continually release new features and updates that improve the FYI platform and boost your practice’s productivity.
Keep visiting to find out about our latest and greatest time-saving features and automations.
Released 30 June 2024

FYI Product Update | June 2024

  • Billing Job column for Workflow Jobs
  • Custom Time Rates [Elite Plan]
  • Custom Invoice Email Address [Elite Plan]
  • Xero Practice Manager Staff Allocation for Time Entry
  • Annature Certificate of Completion
Released 30 June 2024

Announcing new Integration with Apxium

FYI is now integrated with Apxium. The platform includes engagements, reminders, instalments and direct debit, with all payments posted in your PM system.

What does this mean for FYI users?

Using the integration, practices will be able to automatically file engagements from Apxium into FYI against a selected cabinet.

Who is this available for?

The Apxium integration is available for all practices on the FYI Pro or Elite plans.

Released 31 May 2024

FYI Product Update | May 2024

  • Learn for Elite
  • Automation Apps Search and Filtering
  • MYOB Assignment Name
  • Legacy Workflow Jobs
  • Elite plan enhancements to Reporting, Time and Billing, and Job Management
Released 30 April 2024

FYI Product Update | April 2024

  • StackGo Identity Check Integration
  • MYOB Milestone Names
  • APS Custom Fields
  • Elite Plan Timer feature
  • Invoice and Disbursement enhancements
  • Job Template enhancements
  • Client Relationships
Released 31 March 2024

FYI Product Update | March 2024

  • Client Maintenance and Address Search for Elite plan
  • Disbursement Invoice Type
  • Map FYI Custom Fields to Xero Tracking Categories on FYI Invoices
  • Backwards calculation for Capacity Planning
  • New Collaborate Enhancements
Released 29 February 2024

Announcing new Integration with StackGo Identity Check

FYI is now integrated with StackGo IdentityCheck, a simple and secure way of verifying the identity of your clients using a Government-issued ID and a photo.

What does this mean for FYI users?

Using the integration, practices have access to a streamlined, one-click process for quick and efficient verification.

Users will be able to:

  • Update a Custom Field in FYI to trigger an email notification to a client requesting they verify their identity.
  • View the status of Identity Check Requests.
  • Import Identity Verification Reports into FYI (optional). Note that Privacy and Security should be considered before enabling this option.
Released 29 February 2024

FYI Product Update | February 2024

  • Import of Job Categories from Xero Practice Manager (Elite only)
  • FYI Workflow Jobs (Elite only)
  • Jobs Lists “Template” Column
  • New Collaborate Enhancements for Guest Users and Status Check
  • Practice Sync enhancements for CCH Central and APS
Released 31 January 2024

FYI Product Update | January 2024

  • New Collaborate Enhancements
  • OneDrive Admin Validation
  • Home – My Time displayed in hours and minutes format
  • Transition to
Released 31 December 2023

FYI Product Update | December 2023

  • Active Workpapers integration
  • Merge Fields in Task templates
  • Valid Email Address check when sending emails
  • User updates autosave
Released 30 November 2023

Announcing new integration with Active Workpapers

FYI now integrates with Active Workpapers by Business Fitness, a cloud-based, flexible solution that easily handles complex accounting jobs with best practice functionality.

What does this mean for FYI users? 

Using the integration with Active, users will be able to easily link to and preview documents from FYI directly from within Active. Additionally, completed binders can be easily exported and filed into FYI against an entity and cabinet, without the need to switch apps. This streamlined process increases efficiency while minimising the risk of error.

Who is this available for?

The Active Workpapers integration is available for FYI users in Australia or The United Kingdom on Pro or Elite plans.


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