NEW FEATURES ROUND-UP : MARCH 2019
What makes FYI truly unique is its ability to perform repetitive processes across your compliance jobs on your behalf through automation. Today we are pleased to release another significant set of new features that automate the gathering of data across the Xero suite, together with significant enhancements to improve team and client collaboration.
Automatic Import of Tax Returns
The FYI document store has been designed to provide a ‘complete picture’ of a client in a single, searchable view. Via automation, FYI can automatically create and maintain weblinks in the document store to every client’s Xero Tax returns. This delivers time savings by giving direct access from the client’s file in FYI to their tax return and avoids team members having to manually open and locate returns within Xero Tax. Read More…
Automatic Import of Client Ledger Reports
While the cloud can mean instant access to a client’s ledger, many practices still prefer to retain a set of substantiating reports when completing client accounts. To sat, filed and named correctly, you can now link each client in FYI to their Xero Ledger. Via process automation, you can run a batch of reports with a single click (e.g. Trial Balance, Profit & Loss, Bank Summary, Balance Sheet), with all the reports instantly named and filed, without ever having to leave FYI. Read More…
Jobs and Tax Tabs for Every Client
FYI is fast becoming a lens used to view the entire client. This latest update delivers two new tabs for each client:
The Jobs Tab lists each of the jobs created in Xero Practice Manager for the client, including information such job status and current WIP balance.
The Tax Tab lists each of the tax returns created for the client in Xero Tax. Like the Jobs Tab, the Tax Tab is dynamically populated, avoiding the need to open multiple systems to understand the current client position.
Document and Task Comments
When working on a complicated document or challenging task, there are times that team members within your practice need to collaborate – asking each other questions or giving updates to the team on individual progress. With the latest FYI update, each user can add comments on the back of any document or task, tracking the conversation and automatically recording it on the client file. To view comments in FYI, simply highlight the document or task and click ‘Comments’ on the side of the FYI Drawer. Read More…
OneDrive Watch Folders
Via our integration with Office 365, FYI has created watch folders for every user. Simply drag and drop documents into the folder and have them appear directly in your FYI In tray, ready for filing. The OneDrive watch folders can also be used when printing to PDF from any application or in conjunction with your network scanner, seamlessly adding batches of documents straight into FYI. Read More…
A common insight from our clients is that there are often times where a single email address is used across multiple clients in Xero Practice Manager. To ensure that the FYI email-filing always saves email to the appropriate contact, you can now denote a ‘Primary Contact’ in FYI. Read More…
Notifications on completed task
To ensure you are always in the loop, FYI now sends the delegator of a task an email notification as soon as an assignee completes a task. This instant notification will improve communication and reduce follow up in your firm. Read More…