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XPM User Synchronisation Changes and What It Means for Your Practice
For practices integrated with Xero Practice Manager (XPM), recent changes to Xero’s API now synchronises Users from both XPM and Xero to FYI.
What does this mean for FYI users?
To ensure streamlined management of your User List in FYI, we have made the default synchronisation setting for New Users “Inactive“. Refer to Practice Settings General.
What do you need to do?
We recommend that an FYI Admin review your User List to ensure only those who require access to FYI are marked as active.
Announcing Non-Proportional WIP Allocation
We’re excited to announce that the Non-Proportional WIP Allocation feature is now available for all Elite practices using FYI as the Practice Management source.
What does this mean for FYI users?
- Manually allocate WIP line-by-line
- Accurate performance reporting
- System Write On/Off
- Group WIP entries by user
- Use formulas to calculate WIP values
Who is this available for?
Non-Proportional WIP Allocation is available now for all practices on the Elite plan where FYI is the Practice Management source.
To access the feature, users must be an FYI Admin or assigned to a User Group with the Create Invoices and Edit Timesheets permission enabled.
FYI Product Update | November 2025
- New Automation Step: Copy Document
- Improved New Collaborate login experience
- Practice Sync enhancements for APS, CCH, IRIS or MYOB
- New Invoice and Time User Permissions for Elite users
Announcing the new integration with AMLCC (United Kingdom)
FYI is excited to announce a new integration with AMLCC, a leading UK platform that streamlines AML compliance, risk management, and staff training for accounting firms.
What does this mean for FYI Users?
With this integration, practices can seamlessly sync client and contact data from FYI. Users can add new clients individually or import all unsynchronised clients in bulk, saving valuable time and reducing manual data entry.
Who is this available for?
The AMLCC integration is available for all FYI practices in the United Kingdom on the Pro and Elite plans.
Forms Feature Rollout: What it means for your Practice
We’re excited to introduce Forms, our latest powerful feature designed to capture both external and internal information directly in FYI
Rollout Plan:
- Stage 1: Closed Beta
- Stage 2: Registrations Open for Beta
- Stage 3: General for Elite practices
- Stage 4: Pro practices
What does this mean for FYI users?
- Generate secure links to Form Templates
- Save completed forms as PDFs for recordkeeping and sharing
- Use FYI’s Collaborate feature to securely share forms with clients
- Add your firm’s logo, colours, and styles for an optimized brand look
Pricing
Forms will be available at no additional cost to practices on the Elite plan, pricing details for practices on the Pro plan will be shared closer to the General release.
FYI Product Update | October 2025
- Introducing FYI Guide
- Optimised Custom Field Sync
- Improved ‘Create Automation’ permissions
- Elite: Assign Workflow jobs to different Billing jobs
Announcing the release of FYI Guide
FYI is excited to announce that the FYI Guide feature is now available to all FYI users.
FYI Guide is our in-app learning and support tool designed to help users explore and use FYI more effectively
What does this mean for FYI users?
The new FYI Guide makes it easier than ever to learn, explore, and master FYI features directly from within the platform. Whether you’re onboarding new team members or looking to unlock more functionality, FYI Guide provides self-paced, interactive assistance.
Who is this available for?
FYI Guide is available now to all users.
FYI Product Update | September 2025
- New Integration: Vinyl
- Convert to PDF Threading options
- Improved Relative Date Filtering
- Elite: “Trigger Time Entry User” Merge Field
Announcing the new Integration with Vinyl
FYI is excited to announce a new integration with Vinyl, an AI meeting assistant built for accounting and bookkeeping firms.
What does this mean for FYI users?
Seamlessly sync data by importing your clients, contacts, and groups directly from FYI into Vinyl
Meeting records are automatically created in FYI and linked to all relevant client files
Every FYI meeting note includes a direct link back to the Vinyl recording
Who is this available for?
The Vinyl integration is available for all FYI users on the Pro and Elite plans.
Announcing the release of Pinned Documents
What does this mean for FYI users?
- Pin documents from FYI, Outlook, and Office
- Shared visibility across the practice
- Easily identify pinned documents with Pinned icon and filter
- New “Pinned Documents” section in the Client, Job, and Employee Summary tabs
Who is this available for?
The Pinned Documents feature is available now to all practices using FYI.