Features
What does Xero's Single Client Record mean for FYI?
Xero has introduced a "single client record", a single database behind Xero Practice Manager (XPM), Tax, and Xero HQ.
This change has no impact on FYI.
If moving to a Xero single client record, you will need to complete the project using the resources that Xero would have previously provided you.
Click here to view the Xero guide to selecting the right clients to bring into your single client record.
Should you have any queries or issues, please reach out to your Xero Account Manager or Xero Support Team.
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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Learning Resources
Access our library of video tutorials, webinars and masterclasses.
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Onboarding
Configure FYI, migrate documents and onboard your team.
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Platform Admin
Configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, Automation, New Collaborate, FYI Desktop, Tasks