EMAILS

Automate the creation
and filing of client emails

Turn a big time-waster into a big time-saver:
reduce time spent drafting and filing client
emails to a fraction of its former self.

Instant access to every client email

Locate relevant emails in seconds with centralised email storage for the whole practice.

  • Every email between your client and anyone on your team is stored centrally – not locked away in individual inboxes
  • Access rights to cabinets can be assigned to multiple users, and emails viewed by client, group or job
  • All in-bound and outbound emails are archived so nothing is lost!

Next level efficiency inside Outlook

Delegate a task, initiate a workflow, or record time without leaving the email you’re working on.

  • Access the FYI app within Outlook ( desktop or online)
  • Create emails and pre-file them without leaving Outlook
  • Add comments to emails to share with your team, or assign a task
  • More efficient than forwarding internal emails with attachments!

Client emails that file themselves

Save time every time you receive a client email, with auto-filing of client emails

  • Emails that match a client in Xero Practice Manager are auto-filed in FYI and immediately accessible to your team
  • Apply consistent filing rules – practice-wide
  • Set filing defaults at the user, client or practice level and save huge amounts of valuable time

Zero time spent filing email attachments

Save time every time you receive a client email, with auto-filing of email attachments

  • Email attachments are automatically stored and filed against the corresponding client and job
  • Set practice or user filing defaults to suit your practice
  • No need to save documents to your desktop and upload

Create standard emails in seconds

Save time by auto-creating emails using templates

  • Save time on repetitive email creation using rich text and merge fields
  • Set auto-filing defaults as part of the template, so emails are filed automatically as they’re created
  • Apply practice or user-specific email signatures
  • Manage templates using versioning, previews, activity records, comments and other collaboration tools

Track email conversations almost instantly

Know exactly who said what and when, with automatic email threading

  • Emails in a thread are automatically linked in your filing system
  • You have instant access to the most recent email, without losing its history
  • View entire conversations, making it easier to keep track of different emails in the thread

FYI’s email integration is the easiest that I have ever used.

Bill Mancer, Director –
Rise Accountants Limited

Want to see FYI in action?

Book a demo or start a 30-day free trial today.