The latest FYI updates coming your way
With more practices using FYI, we are making the most of the opportunity to listen. Each practice is providing feedback that is critical to the direction of FYI. Enabling us to deliver features that either simplify or dramatically reduce the steps required to complete a task. Here are some of the recent enhancement highlights.
While we think digital, practices are still grappling with distributing the daily postal mail to the team. With FYI, you can now drag + drop your scanned mail into FYI, and then use the Bulk Update feature to apply filing details, document owners and workflow status. If you want more information on distributing scanned documents read this How to Article in FYI Help).
As FYI is storing email, source documents, letters, phone calls and more, it is becoming the central repository for your client information. To take this one step further, you can now also include web links in the document list. This means you can now include a URL to external systems such as Xero Tax, Xero Ledger, tax department etc.
For example, Tax Return, is in progress you can access it directly from the FYI Document List – this matches the reality that accountants work dynamically working across a variety of platforms.
A future enhancement will be to automatically convert the link to a PDF when the respective document is “complete” – especially handy for Tax Returns.
We have updated the document preview pane, so you can rapidly click through a document list, see the complete document, without ever needing to download. This feature also provides the ability to update filing details while the preview is on screen.
Bulk Import of Historical Documents
You can now perform a bulk import of documents from a Windows Explorer directory. The importer matches folders to filing details in FYI, updating information including Client, Cabinet, Categories, Document Types and Name. The FYI Bulk Importer allows practices to bring in their existing documents to avoid losing important context or having to work in two different environments.
Sometimes It’s the Small Stuff
Sometimes it the minor enhancements to repetitive tasks can have a major impact. Here are just a few that we have delivered recently:
Help when you need it
We are also excited to announce that the FYI Help Centre is now available for you to use. Content is broken into Categories covering:
To view the FYI Help Centre go to https://fyidocs.zendesk.com/.