Features

FYI Elite Onboarding Wizard

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The FYI Elite Onboarding Wizard guides practices through the process of migrating to FYI for Practice Management.

Watch the tutorial to learn how to use the Elite Onboarding Wizard, or follow the steps below.

Complete each step shown here to enable the required settings and configure FYI for your practice. Links have been provided to Help resources, including Training Videos. 

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Upgrade Plan to Elite

To begin using Elite features and the Onboarding Wizard, you will need to first upgrade to the Elite plan.

  1. From FYI, click Settings in the top right-hand corner.

  2. Click Upgrade Plan.
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  3. The Accounts tab will open.

  4. Click Try Elite.
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  5. The plan will be upgraded to Elite and the page will be refreshed.

  6. 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:

  1. Click Settings in the top right-hand corner.

  2. Click Onboarding - Elite.
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  3. 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.

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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. 

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Sections of the Onboarding Wizard

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.

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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, update permissions, and more.

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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. 

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You can also find more Practice Management tutorials in our Help Centre.

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 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. 

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To complete this step, click the Complete button. 

Invoice & WIP Migration

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.

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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 Job Templates, which Job States are locked to prevent additional time or disbursement entries from being created, and update Custom Fields.

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To complete this step, click the Complete button. 

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. FYI will become your primary source for synchronising Invoices and Contacts with Xero.

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To complete this step, click the Complete button. 

Training and Go Live

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.

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To complete this step, click the Complete button. 

Displaying the Onboarding Wizard for Active Clients

Once you have gone live, an FYI Admin will be able to continue to access the Onboard Wizard from the settings. This provides access to all the onboarding information and processes, training links, and in-app links to configure associated settings.

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