Discover What's New

• Client Maintenance and Address Search for Elite plan
• Disbursement Invoice Type
• Map FYI Custom Fields to Xero Tracking Categories on FYI Invoices
• Backwards calculation for Capacity Planning
• New Collaborate Enhancements

FYI is now integrated with StackGo IdentityCheck, a simple and secure way of verifying the identity of your clients using a Government-issued ID and a photo.

What does this mean for FYI users?

Using the integration, practices have access to a streamlined, one-click process for quick and efficient verification.

Users will be able to:

• Update a Custom Field in FYI to trigger an email notification to a client requesting they verify their identity.
• View the status of Identity Check Requests.
• Import Identity Verification Reports into FYI (optional). Note that Privacy and Security should be considered before enabling this option.

• Import of Job Categories from Xero Practice Manager (Elite only)
• FYI Workflow Jobs (Elite only)
• Jobs Lists “Template” Column
• New Collaborate Enhancements for Guest Users and Status Check
• Practice Sync enhancements for CCH Central and APS

• 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