Discover What's New

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.

This month we released Workflow Jobs – a game changing feature for practices using Annual Billing Jobs in XPM. This allows you to monitor and track your XPM Tasks using the full suite of jobs functionality within FYI. Business Structure can now be displayed as a column in your clients list. Use it to sort and filter your clients – and to run automations – like sending bulk email communications to your clients based on their business structure. And we’ve welcomed PDFit to the FYI family, so you can edit PDFs in the cloud rather than saving PDF documents to your desktop.

This great new feature turbo-boosts your ability to manage workflows in FYI!

If your practice has annual billing jobs set up in Xero Practice Manager, your XPM tasks will now sync through to FYI as Workflow Jobs, providing new ways to monitor and track XPM Tasks and Jobs.

• Get quick access to XPM tasks assigned to any XPM billing job, without leaving FYI
• Track workflow for each interim piece of work, and update budgets and job states on the fly
• Bulk update job details such as start date, due date or any custom fields
• Apply custom user roles to assign responsibilities and improve transparency

There’s no need for double entry – all info is readily available in both FYI and XPM.

And this is where the fun really begins…. Workflow Jobs can be used in automations to help manage workloads and save you time. Auto-send outstanding work reminders, auto-create documents for job kick off, and a whole lot more!

Managing workflows in FYI has never been easier!

It’s been a busy couple of months at FYI! We’ve been onboarding new practices every day, and our dev team continues to roll out new features and improvements to the platform at a cracking pace.

Read on to learn more about some of our latest time-saving features:

• Automatically record XPM time from the emails, documents and client interactions recorded in FYI
• Use the FYI Drawer from within Excel to cross link supporting source documents
• Powerful full text search on the contents of emails
• Move seamlessly between Groups, Clients and Jobs with the new Group workspace and navigation
• Build smart email signatures that can be leveraged across the practice
• Our exciting beta release, Custom Processes and an update on Tax Assessments!

We also have two live webinars this month – the first in a new masterclass series helping clients get the most from FYI, and a live webinar, co-hosted by Xero and FYI, for practices contemplating moving from a desktop practice suite to the cloud. There’s still time to register at the links above.

Record XPM time without leaving FYI

Our new timesheet feature allows you to automatically record XPM time from within FYI. Timesheets are pre-populated, making it quick and easy to complete all your daily tasks without leaving FYI.

We estimate that this exciting new feature will deliver a time saving of 15 minutes or more per user each day!

• Create timesheets from the FYI Drawer – Select any document in FYI to open the drawer and Create a Time Sheet record. Relevant information will be pre-populated to make the process quick and easy.
• View time from your FYI Dashboard – View a total of hours recorded on any individual day or access more detail as required.
• Take the pain out of time recording – View My Recent documents for a handy record of emails, client interactions and documents you’ve worked on in recent days. Select one and record your time. It’s that easy!

Improved Email Workflow and New Smart Signatures

• Email Workflow – We’ve fixed some issues regarding draft emails to allow teams to collaborate on emails prior to sending. Draft emails created from FYI will now be available for editing and sending from a new, auto-created Outlook folder “FYI – Drafts” for each user. This improvement makes it easy for teams to work together, ensuring only the best quality emails are sent to clients!
• Email Signatures – You can now create a single practice-wide email signature that, through the use of merge fields, can be applied to any users in your team! Learn more about setting up your email stationery in our upcoming Masterclass on Optimising Stationery and Templates.

New features making search and retrieval more powerful

• Full text search on emails – Search the body of emails from any FYI document list. Simply turn on Search Email Contents and now any text you type into the search field will search any word within the emails.
• New document views – To speed up your searching further we’ve released a number of best-practice default views which teams can leverage from anywhere in FYI. Simply click the view drop-down when searching for documents and pick your favourite view. You can, of course, still create your own custom views.
• Doclink from within Excel – Using the FYI drawer from within Excel, you can now utilise FYI’s powerful search and retrieval functionality to locate and link documents. This makes the process of attaching supporting workpapers to a spreadsheet quick and easy.
• New workspace and views for Client Groups – Traverse seamlessly from Group to Client to Job and back again, to assist with the constant switching in context required throughout your day. This ensures the info you need is always easily accessible and provides additional insights across the Client group.

Custom Processes now in beta & Tax Assessments coming soon…

Custom processes will allow you to develop bespoke automated workflows unique to your practice. Some examples, might include:

• Setting-up processes to automatically create emails, documents, or tasks (or a combination of all three) on certain dates or triggers.
• Automate recurring tasks
• Automate bulk email processes

These examples are really just the beginning of what is possible!

• Our friends at Xero Tax have been busy finalising their Tax Assessment service which is a precursor to FYI Tax Assessments.
• This has been released early to FYI clients to lay down the framework and as a bonus for being part of the FYI Community
• We expect to release a beta version of our Tax Assessment Automation within the next 3 weeks