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Keep visiting to find out about our latest and greatest time-saving features and automations.
Announcing the new integration with Seamlss
FYI is excited to announce the release of a new integration with Seamlss.
What does this mean for FYI users?
Using the integration, practices will be able to synchronise documents one-way from Seamlss into FYI, saving time and streamlining operations.
Who is this available for?
The Seamlss integration is available for all FYI practices based in Australia and New Zealand subscribed to the FYI Pro or Elite plans.
Announcing the new integration with Dashboard Insights
FYI is excited to announce a new integration with Dashboard Insights, offering practices based in Australia and New Zealand the ability to synchronise their practice management data for elevated dashboard reporting.
What does this mean for FYI users?
Using the integration, practices will be able to gain deeper insights into their FYI data through visual dashboards and custom reports in Dashboard Insights, supporting more informed and proactive decision-making.
Who is this available for?
The Dashboard Insights integration is available for practices based in Australia and New Zealand subscribed to the FYI Elite plan.
FYI Product Update | April 2025
- New Relative Filtering options on Jobs and Clients Lists
- Improved Required Fields for Zapier integration
- New Collaborate: Simplified SharePoint Site Updates
- New Time List columns: ‘FYI Time ID’ & ‘Source Path’ on the Elite Plan
FYI Product Update | March 2025
- New Automation Steps: Finish Co-Edit & Unshare Document
- New App Partner – Connectworks
- Practice Sync Enhancements: APS & CCH
- WIP & Invoice Import Improvements on the Elite Plan
Announcing new Integration with Connectworks
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.
FYI Product Update | February 2025
- 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
FYI Product Update | January 2025
- 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
FYI Product Update | December 2024
- 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
FYI Product Update | November 2024
- New Integration with DASH Software
- Client Management Enhancements
- Primary Contact Management
- New Filters for Jobs and Invoices lists on the Elite Plan
Announcing new Integration with DASH Software
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.