EMAIL MANAGEMENT

Emails that match a client email address in Xero Practice Manager are intelligently auto-filed in FYI based on a combination of the conversation thread and client, user or practice defaults. This auto-filing saves valuable time across the entire practice but especially for partners who on average receive 50+ client emails a day.

FYI can automatically file attachments as separate documents in a smooth workflow. This saves you time by avoiding the need to save to desktop and upload.

All client related calendar entries can be automatically imported from individual Outlook Calendars and filed in FYI. This ensures the client file includes all critical meetings, shared with the entire team without any manual effort.

Standard emails containing rich text and merge fields can be created within seconds for any client. This delivers dramatic time savings as users don’t have to create bespoke emails for repetitive client communications.

Email conversation threads in Outlook are automatically recreated as threads when auto-filed in FYI. This provides context as all emails pertaining to the same conversation are automatically linked together in your filing system. Viewing only the most recent email in a thread provides a more focused view of documents, helping you to find what you want faster.