Discover What's New

• New Collaborate Enhancements
• OneDrive Admin Validation
• Home – My Time displayed in hours and minutes format
• Transition to fyi.app

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

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.

• “Custom” time Relative Date filter
• Default Active status for new users
• FYI Desktop App improvements
• Final sync of Custom Fields after jobs completed in Xero Practice Manager
• Automation improvements

New this month within FYI…..

• New “Getting Started with Automations” Learn Course
• File local PDFs using FYI Brower Extension
• Document “Template Names” and “Name” fields
• Greater control over Practice Sync Integrations
• Preview Office via OneDrive toggle

New this month within FYI…..

• New Relative Date Filter
• Email Editor Half Size Fonts
• IRIS Job Synchronisation
• Xero Practice Manager Sync Auto-Retry
• Time Exported in Decimal format
• APS Sync Enhancements

We’re excited to announce the highly anticipated release of New Collaborate, the new way to securely share documents with your clients.

What does this mean for FYI users? 

New Collaborate allows practices to build their own dedicated Client Portal, with clients given access to their own unique folder for sharing documents.

• Customisable site
• Branding
• Easy setup
• Secure access
• Efficient
• Co-edit documents
• Status Screen

New this month within FYI…..

• New Collaborate 
• Content Snare integration
• Xero Practice Manager Rate Limiting 
• Redesigned Practice Settings Menu 
• New Relative Date Filters
• Custom Merge Fields Prefix

FYI now integrates with Content Snare, the content and document collection system, providing an easy way to onboard clients, collect documents and get answers, without the endless back and forth.

What does this mean for FYI users?

Using the integration with Content Snare, you can create a web link in FYI for any requests published in Content Snare. Easy configuration options allow users to configure when files should be sent to FYI, for example, when clients upload files. FYI Cabinets and categories are available to select from in Content Snare, making it easy to automatically file requests sent to FYI.

New this month within FYI…..

• New Open Template links and right-click Toolbars
• New Relative Date Filters for “Last Month” and “This Month”
• Cloudoffis Integration
• Filter Documents by Edit Status
• New View “Available For” configuration