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Keep visiting to find out about our latest and greatest time-saving features and automations.
New Features Round-Up: February 2019
The latest release of FYI delivers a series of powerful processes to increase automation across your practice. We’ve also included new features that provide instant time-saving benefits for first-time users, so you will see improvements in productivity as soon as you start using FYI.
Introducing FYI’s New Automation Dashboard
This universal dashboard provides administrators with one central location for the automations that will transform your practice. This is where you can configure and activate your automated processes in FYI and monitor activity logs for issues.
File Documents By Xero Practice Manager Job Name
Documents can now be filed using their Xero Practice Manager (XPM) job name (typically replacing Year). By deepening our existing XPM integration, you are no longer restricted to a static list of years for compliance jobs. Your files can now be filed dynamically depending on the sophistication of your client and range of jobs.
New ‘Filed In FYI’ Label For Your Inbox
At a glance, you can now see exactly what filing work FYI is doing on your behalf. Every email that FYI automatically files within Outlook will now include the label ‘Filed in FYI’.
Negative Email Alert
FYI can now scan all inbound client emails for negative sentiment and automatically alert the relevant partner or manager. This means senior members of your team can step in at critical points in a client relationship when a positive experience could be the difference between keeping a client or losing one.
AutoFile Outlook Calendar Entries
Along with email, all client related Outlook calendar entries can now be automatically imported and filed in FYI. This ensures that the client file includes all critical meetings and keeps the whole team aware without any manual effort.
Bulk Export Of The FYI Document Store
Just because you have moved systems to the cloud, it doesn’t mean you’re your data should be held hostage. FYI Administrators now have the ability to bulk export the entire FYI document store including key meta-data to a designated OneDrive directory.
You also can expect another significant set of product improvements over the next few weeks including:
- Improved integration with DocuSign
- Automatic import of tax returns from Xero Tax
- OneDrive watch folder for each user to batch import documents
- Auto filing attachments from emails
Your team collaboration will be effortless with comments and notifications
These new tools make collaborating on complicated documents or challenging tasks, a breeze.
Comments
- Add comments to emails, documents and tasks
- Collaborate with your team – ask each other questions or give updates on individual progress
- Tracks the conversation and automatically records it on the client file
- Simply highlight the document or task in a list and click ‘comments’ on the side of the FYI Drawer to view comments
Notifications
- Sends the delegator of a task an email notification when an assignee updates or completes a task
- Completed task notification includes the name of assignee who completed it
- These instant notifications will improve communication and reduce follow up
Easily view all your client info with our new jobs and tax tabs
FYI is fast becoming a lens in which to view the entire client’s file. Our latest update delivers two new tabs in the client workspace.
Jobs tab
- lists each of the jobs created in Xero Practice Manager for the client
- Includes info such job status and current WIP balance
- Dynamically populated – avoiding the need to open multiple systems to understand client position
Tax tab
- Lists each of the tax returns created for the client in Xero Tax
- Dynamically populated – avoiding need to open multiple systems to understand client position
Instantly access your client ledger reports with our auto-import
FYI’s automation engine allows you to automatically import batches of reports from your client’s Xero Ledger, into FYI.
- Automatic naming and filing of trial balance, profit & loss, bank summary and balance sheet reports
- If the amounts in the ledger change, simply re-run the batch to create a new version of the reports in FYI.
- Set up to run on demand, so only run when a user requests it
Create complete client files with auto-import of tax returns
This new automation provides a complete picture of a client in a single, searchable view.
- Saves time by avoiding the need to manually open and locate returns within Xero Tax
- Auto-creates and maintains weblinks to Xero Tax Returns from your client file in FYI.
- Daily updates with Xero Tax to retrieve all newly issued returns
Generate a seamless approval process with DocuSign
We’re thrilled to announce that FYI now integrates with the market-leading app DocuSign, making all your client approvals seamless.
- Documents signed by clients are automatically imported into FYI
- Updates the original with the signed copy and updates the workflow status
- Further integration with DocuSign and Adobe Sign on the way
Collaborate with your clients securely – even on the most sensitive documents
Rather than attaching sensitive documents to emails, you can now share information with your clients securely, via OneDrive.
- OneDrive access available with every Office 365 subscription
- Similar integration with other client-friendly platforms such as DropBox to come
Efficiently manage all your jobs with our new job workspace
Navigating FYI is now even more intuitive with the addition of a new dedicated workspace for jobs.
- File your documents to an XPM job
- Makes search and retrieval of relevant information even faster
- Each job includes a summary of key data from XPM and a list of relevant documents and tasks
- Easily track the status of your jobs
Keep track of all your automated processes with new notifications
Easily track documents that have been imported, filed or changed in FYI with automation notifications.
- Get alerted when process automations have occurred
- Create comments that can be defined and triggered as part of the automated process
- One or many users can be set up to be notified
Find information even faster with custom views and sticky views
Our new custom views allow administrators to save any preferred layout as a list, and then make it available for all users across the practice.
- Manipulate lists of documents, tasks and jobs
- Save any search criteria as well as column order and filters
- Activate sticky views to ensure that list views selected by users are applied by default across all lists in the session
- Makes accessing information even faster