Discover What's New
Keep visiting to find out about our latest and greatest time-saving features and automations.
Keep everything in place with new knowledge cabinets
Boost productivity and consistency by storing practice templates and other non-client documents such as policies and procedures in knowledge cabinets, easily searched by your team.
- Provides view access
- Enables creation of document and email templates
- Choose who has edit rights to documents to maintain quality
Make your email and document templates even more personal with these new merge fields
Auto-create documents with an increasing range of merge fields, including letters and emails.
- Author Role – assign to any user and add the merge code to your templates so that titles such as Director, Partner or Accountant can be added to sign-off emails and documents
- Reference Number – any inbound or outbound email can be allocated a unique reference number for tracking purposes
- Custom Fields – if you have custom fields set up in Xero Practice Manager, you can use them as merge fields in your email and document templates in FYI
Easily keep tabs on annual reviews with our new corporate affairs tab
The new dedicated tab for corporate affairs within the client workspace means you can get a snapshot of the lodgement status of ASIC annual reviews, with a single click.
- New dedicated tab for corporate affairs in the client workspace
- Easily assess if annual review fees have been signed or paid
- Access to specific documents within BGL or NowInfinity.
New Integrations with BGL and NowInfinity mean even more productivity
Expand the range of processes you automate practice-wide, with our growing list of industry-leading partner app integrations.
- New integrations with BGL and NowInfinity
- Facilitate automatic daily import and filing of new documents within your client files in FYI
- Your FYI administer can activate your connection to these apps – and configure the settings for your practice
Multi-tasking is a synch with new dedicated workspaces for each client
Seamlessly traverse from group to client, to job, and then back again, to assist with the constant switching in contexts required throughout your day.
- Ensures the info you need is always easily accessible
- Provides additional insights across the client group
- Makes multi-tasking a breeze
Find what you need in a flash with our powerful search and retrieval
Finding emails and documents has never been easier with these improvements.
- Full text search on emails – simply turn on ‘search email contents’ and any text you type into the search field will search for that word in both emails and documents stored in FYI
- New document views – simply click the view drop-down menu when searching and pick your favourite view
- Select from our best-practice defaults or create your own custom views
- Locate and link documents within Excel, using the FYI drawer
- Makes the process of attaching supporting workpapers to a spreadsheet super simple
Collaborate with your team on email drafts
With these new improvements, you can easily collaborate with your team on email drafts prior to sending them.
- Draft emails can be reviewed, edited and approved by another user before sending
- Drafts can be sent to an ‘FYI – Drafts’ folder in Outlook – to access additional functionality like ‘flagging’ or ‘marking as read’
- This improvement makes it easy for teams to work together
- Ensures only the best quality emails are sent to clients
Take the pain out of time recording
Our new timesheet feature allows you to automatically record XPM time, within FYI.
- Select any document in FYI to open the drawer and create a timesheet record
- Relevant information will be pre-populated – making the process quick and easy
- View total hours recorded on any individual day or access more detail, as required
- View ‘My Recent Documents’ for a handy record of recent emails, documents and client interactions
- Select one and record your time – It’s that easy
We estimate that this exciting new feature will deliver a time saving of 15 minutes or more per user, per day!
Introducing our new ‘kanban’ style Jobs Board
We are very excited to announce a new ‘kanban’ style board for your Jobs Lists in FYI, making it super-easy to visualise work, update job states and see where bottlenecks might be arising across the practice.
- A more visual way to view your work – alternative to the standard Jobs List view.
- ‘Drag and drop’ between job states to easily maintain an up to date Jobs List
- View the total count of Jobs at each state to identify any bottlenecks across the practice
- Applies to lists of My Jobs, Client Jobs and Practice Jobs.
- Filter to display Jobs by Partner or Manager.
- Customise the Job Board for your practice – select which Job States to include and the order in which they are displayed.
New integration with digital signing solution FuseSign
FYI now integrates seamlessly with FuseSign, a digital signing solution built by accountants, for accountants – just like FYI!
FuseSign provides greater control over who signs, views or has limited access to each document, making it fantastic for handling a whole family group in one bundle.
Clients receive just one link, don’t need to remember username and passwords, and can access from any device.