Discover What's New

New this month within FYI…. 

• Export Automatons, This will make sharing with each other that much simpler.
• Job Automation enhancements, Using create job step in your Automation’s you can now copy from values using Trigger Jobs, and Merge Fields for the Client Name.
• New Learn Section for Learning To use FYI like a pro. The courses in here separate out the new user training for those wanting to get the most out of the FYI platform.

Also catch a sneak peek at New Lists….

New this month within FYI…. Update multiple Custom Fields at the same time –  a handy tool to save time when updating Clients and Jobs. The GST Return Job process automation has been added to our automation library and is ready for you to import, test and activate. And our latest Learn course has been released – Collaborating on Documents. Learn how to use FYI’s Collaborate feature to Co-Edit and Share documents.

Our latest product update introduces some exciting new features, with a look at our product roadmap to see what’s on the horizon. Highlights include:

• New Features – New Workflow Jobs, new practice styling, auto-complete tasks, and new lists that power up your access to info in FYI.
• New Automations – available for import from our Automation Library. now available for import from our Automation Library.
• New Integrations – connect with PDFit, to edit PDF’s in the cloud. And watch this space for integrations with Microsoft Teams and Zapier – coming soon!
• New Learning Resources – new automations that will create a series of emails, tasks and interactive exercises for your team to complete, plus new eLearning courses to help your team get more out of FYI.

In this 90-minute webinar,  Rob Cameron and Cassie Kaddatz announce some exciting new features and shared their ideas on best practices for Jobs and Workflow Jobs. Highlights include:

• New ways to maintain client data
• New ways to manage your jobs in FYI
• eLearning courses, available to all
• Our new Automation Library

Plus new Sample Clients, even more ways to get support from the FYI team, and a whole lot more.

We’ve kicked 2022 off with the release of two great new features!

Categories are now available for Tasks, allowing you to identify and manage high priority tasks at an individual level, by client or job, and even practice-wide.

Also new, is the ability to create and edit Custom Fields for Clients and Jobs – giving you instant access to the most up to date information to use in FYI for filtering and in automations. No more waiting for a sync!

And we’ve been busy with enhancements throughout the platform – from search and retrieval tools, to task management, automations and more.

Our latest course in Learn has been released – Getting Started as an FYI Admin. Designed to help you set up FYI to suit your practice, it covers cabinets and categories, users and user groups, and practice wide settings.

Need to know the who has made a change to a client or job, and when? The new Activity tabs in your workspaces act as an audit log, keeping track changes.

And our System Status page has had a face-lift! Display the status of our key services, by region, and subscribe to receive status updates to a Microsoft Teams channel of your choice. A great way to stay up to date!

Want to get started as a new admin, or just brush up your skills? This month, we’ve released new course material in Learn that’s just for you.

You’ll also find new Custom User Roles for emails, so there’s no limits on who can send your client emails,  and the ability to split automations so you can send emails to clients and vary the content, say for different locations.

And a whole lot more.

This month has seen the release of AutoComplete Tasks – a great new tool to use in your automations. For example, a task can now be set to auto-complete when the status of a document has updated to “Client Signed”.  A great little time-saver! Bulk Update can now be used to update multiple Client Custom Fields. Use it to apply a current date on mass, or to set a specific date and update your client’s lodgement due dates in a flash. Plus you’ll find improvements to Email Signatures – now easier to personalise, with more formatting options.