Discover What's New

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.

• 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]

• 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]

• 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

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.

• Learn for Elite
• Automation Apps Search and Filtering
• MYOB Assignment Name
• Legacy Workflow Jobs
• Elite plan enhancements to Reporting, Time and Billing, and Job Management

• StackGo Identity Check Integration
• MYOB Milestone Names
• APS Custom Fields
• Elite Plan Timer feature
• Invoice and Disbursement enhancements
• Job Template enhancements
• Client Relationships

• 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