Discover What's New

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

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

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

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

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

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

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

Your tasks can now be categorised to the job they relate to, which is great for those practices wanting to be job-centric.

• Use bulk updates to change the due date and/or status of multiple tasks in a list
• Customise your task lists by adding or removing columns
• Change which details display and save them as a custom view

View Sent Documents

• Sent filter – displays the date and time documents were sent to or received from clients
• Acts as a mail register – records delivery method such as postal service, courier or email, and important details like reference ID

View documents as ‘read only’

• Open one or more documents as ‘read only’ without locking them from edit access by other users
• Select a document and click the read button in the tool bar
• Or use the preview tab in the drawer

Staple documents

• Staple documents together to create a record of them being sent together
• Or collate a group of documents for internal review
• ‘Stapled’ link in the FYI drawer opens a dynamic filter of the documents that have been stapled together

Share Your In Tray

• Delegate un-filed documents in your in tray to another user using the share tab in ’My Settings’
• Nominate someone else to check, file and/or delete documents in your in tray on your behalf