Discover What's New

FYI is excited to announce that we are now integrated with Connectworks.

What does this mean for FYI users?

Using the integration, practices will be able to sync client and document information from FYI into Connectworks. Practices can configure the Cabinet and Categories of documents they wish to view in Connectworks and can directly open documents stored in FYI from within Connectworks.

Who is this available for?

The Connectworks integration is available for our Australia and New Zealand practices on the FYI Pro or Elite plans.

• New Automation Steps: Send Request Step & Update Time/Disbursement Step (Elite only)
• Grouping User Type Custom Fields
• New Collaborate: Manage Display Names
• Refining Budget Amount Calculations on the Elite Plan

• Primary Contact Details displayed on Client Summary
• Select Email Client Custom Fields as Email Recipients
• Updated Collaborate Settings
• Create Draft Workflow Job Templates on the Elite Plan

• Updates to Default Email on Client – Summary Tab
• New Practice Activity Alerts
• XPM Custom Field value synchronisation
• WIP Import process improvements on the Elite Plan

• New Integration with DASH Software
• Client Management Enhancements
• Primary Contact Management
• New Filters for Jobs and Invoices lists on the Elite Plan

FYI is excited to announce that we are now integrated with DASH Software.

What does this mean for FYI users?

Using the integration, practices will be able to sync clients and documents from FYI into DASH Software. Practices will also be able to sync documents stored in DASH Software back into FYI.

Who is this available for?

The DASH Software integration is available for Australia and New Zealand practices on the FYI Pro or Elite plans.

• New “Run From” Automation options
• FYI List functionality updates
• Collaborate Sharing Settings improvements
• Create Time step for Elite Plans

FYI is excited to announce that the ability to run Automations from Lists is now available for all practices.

What does this mean for FYI users?

This feature streamlines the process of running manual processes, with users able to select clients, jobs, or documents, and run the required automation in only a few clicks.

For users with the appropriate permissions, the “Run Automation” button will be displayed on the following Lists in FYI, available from both the toolbar and the right-click menu:

• Clients
• Jobs
• Documents

This includes lists within Workspaces, for example, from the Client – Documents list.

Who is this available for?

This feature is available to all practices on the Pro and Elite plans with access to Automation processes.

• Release of Universal Merge Fields
• Look Up Job Automation Step
• Retaining Client Uploads using Collaborate
• Exporting Invoice Documents [Elite Plan]
• Automatically enabling FYI as Primary [Elite Plan]

FYI is excited to announce that Universal Merge Fields are now available for all practices, commonly referred to as “Merge Fields”.

This new feature replaces the former version of Merge Fields, allowing practices to streamline processes and elevate their client and job information.

What does this mean for FYI users?

An FYI Admin, or user with permissions to manage Templates and Automations can take advantage of the new functionality by updating their templates and automations at their convenience.

To see Merge Fields in action, watch the Walkthrough video through the link below and register for our upcoming webinar on the 10th of October, Feature Spotlight: Merge Fields with FYI.

Who is this available for?

Merge Fields are available for all FYI practices.