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 27 November 2024

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.

Released 04 November 2024

FYI Product Update | October 2024

  • New “Run From” Automation options
  • FYI List functionality updates
  • Collaborate Sharing Settings improvements
  • Create Time step for Elite Plans
Released 01 October 2024

Announcing the Run From Lists feature for Manual Automation Processes

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.

Released 30 September 2024

FYI Product Update | September 2024

  • 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]
Released 13 September 2024

Announcing the release of Universal Merge Fields

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.

Released 02 September 2024

Announcing a new Learn course: Time and Billing

FYI has a new Learn course available now, specifically built for users on the Elite Plan to learn how to create time and disbursements and manage WIP and invoicing in FYI.

What does this mean for FYI users?

  • Practices migrating to our Elite Plan now have a valuable new resource for users to learn more about creating Time and Invoices in FYI.
  • All users can access learning modules any time to refresh your skills and help you get the most out of FYI.
  • New employees joining your practice can use the Learn modules to get up to speed on FYI.

Who is this available for?

Learn is available to all FYI users. It is recommended that all FYI users moving to the Elite Plan should take complete this course.

Released 31 August 2024

FYI Product Update | August 2024

  • Create Jobs using Ignition + Zapier
  • Default Timesheet Status
  • Additional Information on Client Lists 
  • Conversion of Legacy Workflow Jobs [Elite Plan]
  • Split Time when creating an invoice [Elite Plan]
  • Create Client Relationships [Elite Plan]
Released 31 July 2024

FYI Product Update | July 2024

  • Export Client List – User Group Permission
  • Additional Create Time Options
  • Ordering and Grouping Custom Fields
  • Copy Time Entries [Elite Plan] 
  • Automatic Workflow Job Completion [Elite Plan]
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.

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