JOBS

Work with Xero Practice Manager jobs in FYI

Your XPM job info is imported into and synched with FYI, so you can display, maintain, add commentary or tasks, file documents or record time against any job in the system, without having to leave FYI.

Xero Practice Manager integration

  • Jobs automatically synchronised with Xero Practice Manager
  • Simple job maintenance and updates completed within FYI
  • Access the job in XPM with a single click

Track WIP using the job lists

  • View the state of XPM jobs as well as estimated versus actual time allocations
  • Search and filter jobs by manager or partner to find jobs easily
  • Add comments to jobs to share with your team

‘Kanban’ style jobs board

  • A more visual way to view your work – customisable for your practice
  • Easy to update job states – simply drag and drop to maintain an up to date Jobs List
  • Filter to display jobs by Partner or Manager
  • See where bottlenecks might be arising across the practice

Job filing

  • File emails and documents to an XPM job
  • Fast search and retrieval of relevant information

Jobs workspace

  • Accessed via your job board or client workspace
  • Includes a summary of key data from XPM
  • Lists emails, documents and tasks related to the job

Timesheets integrated with Xero Practice Manager

  • Record time within FYI with information synched back to XPM
  • Timesheets in FYI pre-populated with as much info as possible
  • Quick and easy to complete without having to jump into XPM

Want to see FYI in action?

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FYI is changing the way accounting practices work – for the better!

  • God, I love this program!

    Jeremy Coverdale Partner - Coverdale Business Solutions

  • FYI combines email, workflow processing, task management, customer relationship management and more. It will be exciting to watch the progress on this one.

    Alan Fitzgerald Founder – Practice Connections

  • One of the biggest frustrations we have is people not finding procedures easily and filing documents in different places. FYI's structured filing system solves these problems perfectly. Thanks for putting together such an awesome program.

    Jason Skinner CEO/Director - Skinner Hamilton

  • FYI blew me away. It’s more than a document management solution …..it’s a way of re-casting all of your processes internally and automating them. And it’s an absolute game-changer.

    Rob Stone Director of Operations - Asia & Australia at Xero

  • Changing document management systems was a huge call for our practice.  It wasn't until we came across FYI that we were able to make the right decision. The roll out and migration of documents was both efficient and cost effective.  Our team jumped on it from day one and it has all been very seamless and efficient - we wouldn't go back!

    Sam Horsman Principal - PJS Financial

  • The transition from MYOBAE to FYI was seamless and the FYI team walked us through every step. We have been using FYI for a week and the time saved already outweighs the initial costs.

    Rebecca Reaburn Personal Assistant to Stephen Toohey – Toohey Reid

  • FYI’s jobs board will completely transform the way we manage our workflow, reports and meetings. It’s a real game changer!

    Adam Wilson Partner – Wilson Accounting

  • "FYI has been a huge boon for our practice given the challenges around COVID. We are comfortably able to send the majority of our staff to work from home thanks to your great software."

    Alistair Scanlon Partner - Scanlon Richardson Accounting

  • “Having FYI right now to help manage Job Keeper requirements is making my life waaaaay easier”

    Andrew Van de Beek Founder, Illumin8

  • “FYI’s email integration is the easiest that I have ever used. Transferring our files onto the platform was easy and we have been pleased with the easy access to records and use of templates for standard letter and email generation.”

    Bill Mancer Director, Rise Accountants Limited

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