Discover What's New

New this month within FYI…..

• New Open Template links and right-click Toolbars
• New Relative Date Filters for “Last Month” and “This Month”
• Cloudoffis Integration
• Filter Documents by Edit Status
• New View “Available For” configuration

FYI now integrates with Cloudoffis, offering Saas-based solutions to Accountants and Auditors, helping with their SMSF processes.

What does this mean for FYI users?

• Import documents from FYI into Sorted.
• Import Workpapers from Sorted into FYI.
• Select a default Cabinet for efficient filing (optional).
• Select a Cabinet at the time of importing files (optional).
• Easily search for documents based on Client, Year and Cabinet.

New this month within FYI…..

• Integrations with My Workpapers & Cimplico Workpapers
• Send for signature automation
• Share No Email to share documents without email notifications
• Delete the Latest Document Only from Threads
• New “Managing Jobs & Recording Time” Learn Course

FYI now integrates with My Workpapers, a leading cloud-based workpapers platform for accountants and auditors.

What does this mean for FYI users?

• Quickly import documents from FYI to engagement files within My Workpapers.
• Easily search by Client Name, Cabinet, and/or Year, making it fast and simple to find files in FYI.

FYI now integrates with Cimplico Workpapers, a compliance workpaper solution for professional accounting firms.

What does this mean for FYI users?

• Onboard Groups, Entities and Users from FYI
• Automatically import files from FYI into a specific workpaper

New this month within FYI…..

• View & Search for Job Numbers 
• “Draft in Outlook” marked as sent
• New “Me” option in drop-down fields
• Extra Columns in the client “Tax” tab (ANZ only)
• New Article with Advanced Automation merge field formulas.

New this month within FYI…..

• Practice Sync app for MYOB, APS, IRIS and CCH
• CCH Workpapers integration
• New “End of Month” date option in automations
• Learn Dashboard displays Prework by default
• Import Notice of Assessment without a payable Due Date

Take a look at the other features released this month.

New this month within FYI…..

• Task Templates
• Notud Integration 
• ‘Convert to PDF” Automation Step
• NowInfinity Integration
• Easily Record Video for support requests

Take a look at the other features released this month.

New this month within FYI…..

• New Integration with Companies House 
• FYI’S new Support Bot 
• Prework for New Users
• Extended Activity Section 

Take a look at the other features released this month.

New this month within FYI…..

• Custom Fields sync for MYOB & CCH integrations
  • Custom Map new fields in the Practice Sync App
• Workflow Status filter update
• Improved Practice Activity
• Two new options to BGL Practice Sync 

Take a look at the other features released this month.