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Keep visiting to find out about our latest and greatest time-saving features and automations.
Optimised Custom Field Sync: Rollout and What It Means for Your Practice
FYI is excited to announce some major improvements to the Client and Job Custom Field sync with Xero Practice Manager.
Release Timings
- Release Stage 1: Released 14/08/2025.
- Release Stage 2: Released 20/08/2025.
- Release Stage 3: Released 18/09/2025.
- General Release: Available to all eligible practices. Release Date TBA.
What does this mean for FYI users?
The optimised Custom Field sync offers the following benefits for users:
- New Bi-directional sync
- More frequent synchronisations
- Removal of Overnight Custom Field Sync
Who is this available for?
The new Custom Field sync will be released in various stages to practices with specific configurations. Please note that there is no action required to enable the new functionality.
Optimised Custom Fields Management: Rollout and What It Means for Your Practice
FYI is excited to announce major improvements to the management of Custom Fields in FYI for practices integrated with Xero Practice Manager.
Release Stages
- Release Stage 1: Released 19/09/2025.
- Release Stage 2: Release TBA.
- Release Stage 3: Release TBA.
- General Release: Available to all eligible practices. Release Date TBA.
What does this mean for FYI users?
- New XPM ID column added in the Custom Fields list
- New “Open in PM” button in the Custom Field Drawer
- Maintenance of data integrity across FYI and XPM
- Auto-renaming of new Custom Fields
- Practice led management of Custom Fields within FYI
Who is this available for?
The new Custom Field sync will be released in various stages to practices with specific configurations. Please note that there is no action required to enable the new functionality.
Announcing the release of Team Productivity
We’re excited to announce that the Team Productivity feature is now available for all practices on the FYI Elite plan
What does this mean for FYI users?
- Real-time visibility into team performance
- New ‘Missing Time’ view to see staff with missing hours
- Key metrics including Actual Hours, Expected Hours, and productivity percentages
- Available to FYI Admins and users with permissions for Employees
Who is this available for?
Team Productivity is available now to all practices on the FYI Elite plan.
Announcing the new Integration with The Gap
FYI is excited to announce the integration with The Gap, allowing practices to seamlessly file The Gap documents in FYI, including Session Records, Business Plans, and more. Please note that the previous integration with The Gap has been renamed to The Gap (Portal).
What does this mean for FYI users?
Using The Gap, users will be able to export documents to be filed in FYI when sharing a Session Record or a Business Plan in the post-session finalisation, or when viewing a document from Clients – Documents.
Who is this available for?
The integration with The Gap is available for all FYI users on the Pro and Elite plans.
FYI Product Update | July 2025
- New Feature: Client Secure Collaborate
- FreeSynergy integration now available to Australia and NZ practices
- Refined manual sync behaviour with XPM
- Elite plan New Feature: CSV Data Import
Announcing the release of Client Secured Collaborate
We’re excited to announce that the Client Secured Collaborate feature is now available for all practices on the Pro and Elite plans using the New Collaborate functionality.
- Create dedicated New Collaborate sites for individual clients
- Limited staff access to Client Secured sites using Client Security in FYI
- Status Check tool automatically verifies permissions and configuration settings
- Share client folders and documents with clients and other third-party contacts
Announcing the release of CSV Data Import
We’re excited to announce that the CSV Data Import feature is now available to all practices on the Elite plan.
- Import data from CSV files using Custom Automation Processes
- Bulk import Clients, Jobs, Disbursements, and more
- Create or update Clients and Jobs
- Use Merge Fields to import data to specific fields
Announcing the new Integration with FeeSynergy
FYI is excited to announce the release of a new integration with FeeSynergy Collect, to help accounting firms improve cash flow and streamline client payments.
What does this mean for FYI users?
Using the integration, practices will be able to easily synchronise engagements from FeeSynergy Collect into FYI, ensuring documents remain centrally stored against clients and accessible when needed.
Who is this available for?
FeeSynergy Collect is available to practices on the FYI Pro or Elite plan based in Australia and New Zealand.
FYI Product Update | June 2025
- Elite Plan New Feature: My Time – Calendar
- BGL Integration now available to UK Practices
- New Clear option in Bulk Update and Automations
- More control over managing Custom Fields
Announcing the release of My Time – Calendar
FYI is excited to announce that the My Time – Calendar feature is now available for all Elite practices.
What does this mean for FYI users?
With My Time – Calendar, users can now view and interact with their time entries using a familiar calendar-style view, while still keeping FYI’s productivity-focused features front and centre.
Who is this available for?
My Time – Calendar is available now to all users on the Elite plan.