Discover What's New

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

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

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