Discover What's New
Keep visiting to find out about our latest and greatest time-saving features and automations.
New Workflow Jobs for practices integrating with Xero Practice Manager
This great new feature turbo-boosts your ability to manage workflows in FYI!
If your practice has annual billing jobs set up in Xero Practice Manager, your XPM tasks will now sync through to FYI as Workflow Jobs, providing new ways to monitor and track XPM Tasks and Jobs.
- Get quick access to XPM tasks assigned to any XPM billing job, without leaving FYI
- Track workflow for each interim piece of work, and update budgets and job states on the fly
- Bulk update job details such as start date, due date or any custom fields
- Apply custom user roles to assign responsibilities and improve transparency
There’s no need for double entry – all info is readily available in both FYI and XPM.
And this is where the fun really begins…. Workflow Jobs can be used in automations to help manage workloads and save you time. Auto-send outstanding work reminders, auto-create documents for job kick off, and a whole lot more!
Managing workflows in FYI has never been easier!
May 2022: What’s New and Improved
This month we released Workflow Jobs – a game changing feature for practices using Annual Billing Jobs in XPM. This allows you to monitor and track your XPM Tasks using the full suite of jobs functionality within FYI. Business Structure can now be displayed as a column in your clients list. Use it to sort and filter your clients – and to run automations – like sending bulk email communications to your clients based on their business structure. And we’ve welcomed PDFit to the FYI family, so you can edit PDFs in the cloud rather than saving PDF documents to your desktop.
April 2022: What’s New and Improved
This month has seen the release of AutoComplete Tasks – a great new tool to use in your automations. For example, a task can now be set to auto-complete when the status of a document has updated to “Client Signed”. A great little time-saver! Bulk Update can now be used to update multiple Client Custom Fields. Use it to apply a current date on mass, or to set a specific date and update your client’s lodgement due dates in a flash. Plus you’ll find improvements to Email Signatures – now easier to personalise, with more formatting options.
FYI Product Update | March 2022
In this 90-minute webinar, Rob Cameron and Cassie Kaddatz announce some exciting new features and shared their ideas on best practices for Jobs and Workflow Jobs. Highlights include:
- New ways to maintain client data
- New ways to manage your jobs in FYI
- eLearning courses, available to all
- Our new Automation Library
Plus new Sample Clients, even more ways to get support from the FYI team, and a whole lot more.
March 2022: What’s New and Improved
Want to get started as a new admin, or just brush up your skills? This month, we’ve released new course material in Learn that’s just for you.
You’ll also find new Custom User Roles for emails, so there’s no limits on who can send your client emails, and the ability to split automations so you can send emails to clients and vary the content, say for different locations.
And a whole lot more.
February 2022: What’s New and Improved
Our latest course in Learn has been released – Getting Started as an FYI Admin. Designed to help you set up FYI to suit your practice, it covers cabinets and categories, users and user groups, and practice wide settings.
Need to know the who has made a change to a client or job, and when? The new Activity tabs in your workspaces act as an audit log, keeping track changes.
And our System Status page has had a face-lift! Display the status of our key services, by region, and subscribe to receive status updates to a Microsoft Teams channel of your choice. A great way to stay up to date!
January 2022: What’s New and Improved
We’ve kicked 2022 off with the release of two great new features!
Categories are now available for Tasks, allowing you to identify and manage high priority tasks at an individual level, by client or job, and even practice-wide.
Also new, is the ability to create and edit Custom Fields for Clients and Jobs – giving you instant access to the most up to date information to use in FYI for filtering and in automations. No more waiting for a sync!
And we’ve been busy with enhancements throughout the platform – from search and retrieval tools, to task management, automations and more.
New Import Feature for Sample Automations
We’re excited to announce our latest feature in Automations – Import. This puts sample automations created by the FYI team at your fingertips, ready to import into your FYI platform with just a few mouse clicks.
Sample automations ready for import include:
- new client onboarding
- quarterly report reminders
- year-end compliance job – kick off
- year-end compliance job – start to finish
- new entity establishment
And this is only the start, our library of sample automations will continue to grow.
Each sample automation makes full use of process steps such as create emails, create tasks, and automatic job updates, and even includes any necessary email or document templates. All you need to do is customise to suit your practice, test and activate!
E-learning courses for new FYI users
FYI now offers eLearning, making it super easy to learn the fundamentals of FYI in your own time.
Initial courses are foundational and will help your team get started with core features related to Clients, Emails, Documents and Search and Retrieval tools in FYI.
The library will continue to grow to support your ongoing learning journey with FYI.
Managing XPM Jobs in FYI now even easier
FYI’s new and improved Jobs Board makes it easier to view details like job budget, variance and due date – all colour coded and available at a glance. You can even display comments on the job in a single click, without leaving the Board.
And to make Job management even easier, you can now create new Jobs from within FYI! Jobs added in FYI will sync back to Xero Practice Manager.