Discover What's New
Keep visiting to find out about our latest and greatest time-saving features and automations.
FYI Product Update | May 2024
- 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
FYI Product Update | April 2024
- StackGo Identity Check Integration
- MYOB Milestone Names
- APS Custom Fields
- Elite Plan Timer feature
- Invoice and Disbursement enhancements
- Job Template enhancements
- Client Relationships
FYI Product Update | March 2024
- 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
Announcing new Integration with StackGo Identity Check
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.
FYI Product Update | February 2024
- 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
FYI Product Update | January 2024
- New Collaborate Enhancements
- OneDrive Admin Validation
- Home – My Time displayed in hours and minutes format
- Transition to fyi.app
FYI Product Update | December 2023
- Active Workpapers integration
- Merge Fields in Task templates
- Valid Email Address check when sending emails
- User updates autosave
Announcing new integration with Active Workpapers
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.
FYI Product Update | November 2023
- “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
FYI Product Update | October 2023
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