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Note: The MYOB migration to FYI Practice Management is currently in Beta. To join the Beta, please contact Support.
The FYI Elite Onboarding Wizard guides practices through the process of migrating to FYI for Practice Management. The displayed steps in this article may vary depending on the practice management source you are migrating from.
For Xero Practice Manager users, watch the tutorial for an example of using the Elite Onboarding Wizard, or follow the steps below:
Complete each step, relevant to your current practice management solution, to enable the required settings and configure FYI for your practice. Links have been provided in each step of the Wizard to Help resources, including Training Videos.
Upgrade Plan to Elite
To begin using Elite features and the Onboarding Wizard, you will need to first upgrade to the Elite plan.
- From FYI, click Settings in the top right-hand corner.
- Click Upgrade Plan.
- The Accounts tab will open.
- Click Try Elite.
- The plan will be upgraded to Elite and the page will be refreshed.
- You will now be able to proceed with the Elite Onboarding Wizard, covered further below.
Accessing the Elite Onboarding Wizard
To access the Onboarding Wizard:
- Click Settings in the top right-hand corner.
- Click Onboarding - Elite.
- The Onboarding Wizard will open.
Using the Onboarding Wizard
Open each section in the Onboarding Wizard in turn by clicking the section heading. The steps to complete that section will be shown within.
The Wizard can be used to track how you are progressing as you complete each of the steps. Some steps can only be accessed once you have completed the preceding step(s).
The progress in completing all of the Elite Onboarding steps will be displayed in the FYI menu bar. You can click the button at any time to return to the Elite Onboarding Wizard. Once all steps have been completed, the button will be removed.
Each step in the Onboarding Wizard may contain links to:
- Help Article
- Video Tutorials
- In-app Shortcut (displayed in grey)
Click the grey button, for example, Billing, to be taken directly to that page within FYI.
When you have finished a step, click the Tick icon to change it to green.
When you have finished a section, click Complete at the bottom of the section, or click on the tick box in the heading. The section will be updated with a green tick, and any individual steps that have not been ticked will be updated to a green tick to indicate those steps have been completed.
The following example displays the Before you begin section of the FYI Elite Onboarding Wizard for practices migrating from Xero Practice Manager.
Sections of the Onboarding Wizard
Note: The MYOB migration to FYI Practice Management is currently in Beta. To join the Beta, please contact Support.
Each section of the Elite Onboarding Wizard includes steps that must be completed. Each section should be completed in order.
Refer to the practice management solution you are migrating from below, to view the steps for your Elite Onboarding Wizard.
When migrating to FYI for Practice Management from Xero Practice Manager, the Elite Onboarding Wizard will display the following sections:
- Before you Begin
- Configure Settings
- Training
- Switch on FYI as PM
- Invoice & WIP Migration
- Configure and Update Jobs
- Finalise Migration Reconciliation
- Reporting
- Go Live and Next Steps
Each section is explained in further detail below.
Before you Begin
This section prepares you for the migration to FYI by tidying your WIP and preparing for any additional cabinets or categories required for filing invoices.
Configure Settings
In this section, you'll be guided through configuring the settings to customise FYI for your practice. Create Time Rates and Time Types, assign rates to your users, create Draft Job Templates, update permissions, and more.
Training
In this step, you'll be prompted to begin training your team. The FYI Elite Learn Course, "Time and Billing", will teach users how to create time and disbursements and manage WIP and invoicing in FYI.
You can also find more Practice Management tutorials in our Help Centre.
Switch on FYI as PM
In this section, you will officially set FYI as your Practice Management solution. From this point on, all time will be used to enter Time and Invoices.
You'll also be guided through connecting to your Xero Ledger to ensure invoices are synchronised successfully.
During the migration process, you'll import outstanding WIP from Xero Practice Manager to FYI. This is where the tidy-up completed in the first step will speed up this section.
Note: Practices with large amounts of data already in FYI, for example a large number of jobs, may be prompted during the WIP import to contact the FYI Support team for assistance.
Configure and Update Jobs
While the WIP import is being processed, you will be able to configure the new features available for your Jobs. For example, configure which Job States are locked to prevent additional time or disbursement entries from being created, and update Custom Fields.
Finalise Migration Reconciliation
Once the WIP Import has been completed, you will be able to reconcile your outstanding WIP to confirm the balances are correct.
At this point, you can disconnect Xero from Xero Practice Manager, and remove WIP from Xero Practice Manager. FYI will become your primary source for synchronising Invoices and Contacts with Xero.
Reporting
In this step, you'll be able to learn how to use the the set of Master Report Templates that are included with your Elite plan, to get you started with your practice management reporting.
Go Live and Next Steps
Now that you're live with FYI for Practice Management, you should continue to work through the remaining Video Tutorials to take advantage of all the new features.
When migrating to FYI for Practice Management from MYOB, the Elite Onboarding Wizard will display the following sections:
- Before you Begin
- Configure Settings
- Training
- Finalise WIP and Debtor Reconciliation
- Switch on FYI as PM
- Configure and Update Jobs
- Finalise Migration Reconciliation
- Reporting
- Go Live and Next Steps
Each section is explained in further detail below.
Before you Begin
This section prepares you for the migration to FYI ensuring Jobs, Time and Disbursements and Invoice Sync has been enabled, along with tidying WIP and debtors in your practice management solution.
To complete this step, click the Complete button.
Configure Settings
In this section, you'll be guided through configuring the settings to customise FYI for your practice. Create Time Rates and Time Types, assign rates to your users, create Draft Job Templates, update permissions, and more.
To complete this step, click the Complete button.
Training
In this step, you'll be prompted to begin training your team. The FYI Elite Learn Course, "Time and Billing", will teach users how to create time and disbursements and manage WIP and invoicing in FYI.
To complete this step, click the Complete button.
Finalise WIP and Debtor Reconciliation
In this step, you are required to review the nightly WIP and Debtor reconciliation between MYOB and FYI. It it is important that any discrepancies are corrected in MYOB prior to switching FYI as PM.
To complete this step, click the Complete button.
Switch on FYI as PM
In this section, you will officially set FYI as your Practice Management solution. From this point on, all time in FYI will be used to enter Time and Invoices. From here, the Practice Sync app can be disconnected, and practices will need to review their Rates that have synced from MYOB.
You'll also be guided through connecting to your Xero Ledger to ensure invoices are synchronised successfully.
To complete this step, click the Complete button.
Configure and Update Jobs
While the WIP import is being processed, you will be able to configure the new features available for your Jobs. For example, configure which Job States are locked to prevent additional time or disbursement entries from being created, and update Custom Fields.
To complete this step, click the Complete button.
Finalise Migration Reconciliation
Now that FYI is your PM solution, you will be able to reconcile your WIP and Debtor reconciliation to confirm the balances are correct.
Optional: For practices who have a Xero Practice Manager account, you can disconnect Xero from Xero Practice Manager, and remove WIP from Xero Practice Manager. FYI will become your primary source for synchronising Invoices and Contacts with Xero.
To complete this step, click the Complete button.
Reporting
In this step, you'll be able to learn how to use the the set of Master Report Templates that are included with your Elite plan, to get you started with your practice management reporting.
To complete this step, click the Complete button.
Go Live and Next Steps
Now that you're live with FYI for Practice Management, you should continue to work through the remaining Video Tutorials to take advantage of all the new features.
To complete this step, click the Complete button.