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  3. 2024 Release Notes

Features

June 2024 Release Notes

Updated

Take a look at this month's new features, enhancements, and resolutions.

27.06.2024

Enhancements

  • The Jobs List has been updated with a new optional column, Billing Job, used to display the Billing Job each Workflow Job belongs to. The Job name will be displayed as a link, and when clicked, will open the Billing Job's Workspace. In addition, the Billing Job column can be used to group Workflow Jobs together on the Jobs List. Refer to Using the Jobs Lists and Grouping Jobs Lists

  • When viewing the Process History tab from the Client, Job, or Employee (Elite plan only) workspaces, we have removed the default Start Filter so that all historical processes are displayed immediately. Refer to Client Processes and Process History, Job Processes, Process History and Process History Checklist and Employee Processes and Process History

  • For practices integrated with Annature, we have introduced a new option to the Automation App settings to import the Certificate of Completion once an envelope has been signed by all recipients. The document's name will use the format of "(Document Name) - Certificate of Completion". For multiple documents in the envelope, the name of the last document will be used. Refer to Integration with Annature

  • When exporting documents using Bulk Export AWS, the reports.csv file will include all categories. Refer to Bulk Export AWS

  • For practices on the Universal Merge Fields (UMF) Beta, when using Client Bulk Update or the Update Client step on an Automation Process, you can now update the Client Code and Export Code. If the length exceeds 255 characters, an error will be displayed in the Bulk Update Drawer, or in Practice Activity for Automation Processes. Refer to Clients Bulk Update and Process Step Details - Updating Clients, Creating and Updating Jobs

  • For practices on the Elite plan when creating a Workflow Job, or converting a Standard Job to a Workflow Job, you can now select a Billing Job with a Job State of "On Hold". Refer to Converting Standard Jobs to Workflow Jobs

Resolutions

  • When viewing the Job Workspace for a Workflow Job, using the + Create button to add time will automatically select both the Billing and Workflow Jobs in the Create Time drawer.
  • When changing the order of tabs on the Client Workspace, the new order will be retained when logging out and back in using the same browser.
  • For practices integrated with Xero Practice Manager, when a new user is added to FYI, a Practice Activity error will be displayed if the user is missing an email address or the email address has been used in a separate practice. The matching user's name and email address will be displayed for easy identification.
  • For practices integrated with IRIS, clients marked with a padlock will be synchronised to FYI.
  • For practices on the Universal Merge Fields (UMF) Beta, when creating a Job Template using Merge Fields to create the Job Name, an error will be displayed if the number of characters exceeds 255 characters.
  • For practices on the Elite plan, when deleting a Cabinet, an error will be displayed if the Cabinet has been selected as the default Filing Cabinet for invoices in the Invoice Settings.

21.06.2024

Enhancements

Resolutions

  • For practices integrated with APS, we have resolved an issue that prevented some Custom Fields from being synchronised with FYI.
  • For practices integrated with IRIS:
    • We have resolved an issue where the incorrect Internal ID for Jobs was used, resulting in duplication of jobs on an unrelated client. Jobs will now sync correctly to the associated client.
    • We have resolved an issue that prevented Partner and Managers assigned to jobs from synchronising with FYI.

20.06.2024

Enhancements

  • For practices integrated with Xero Practice Manager, we have introduced a new setting, XPM Staff Allocation, to the General Practice Settings. This option allow practices to control the number of synchronisations with XPM when submitting time by selecting from either "Explicit" or "Inherit from Job".

    By default, all practices currently using FYI will be set to Explicit to match the existing sync behaviour, where FYI will perform additional syncs to assign and remove the user from the task when submitting time. The option Inherit from Job will become the default for all practices new to FYI, where a single sync will be performed to create the time entry in XPM. This option requires users to be manually assigned to the Job in XPM prior to the time being submitted. Refer to Managing Practice Settings

    Please note, this feature is not available for practices on the Elite plan using FYI for Practice Management with Time and Billing enabled.

  • For practices on the Elite plan:

    • You can now set custom Time Rates at a Client and Job level from the Client - Settings tab, and the Job - Summary tab for Standard and Billing Jobs. Workflow Jobs will inherit the rate selected on the Billing Job. For information on creating Rates, refer to Managing Rates for Time and Disbursements

      When a Time entry is created either individually or via AutoTime, the rate selected will be based on the hierarchy of Client - Job - User. For example, if both a Client and Job rate have been selected, the Client rate will be used. To easily identify rates, the source will be displayed in brackets after the name, for example, "180.00 (Accountant) (Job Rate)". A new rate can be selected if required before submitting the Time entry. Refer to Client Setting and Job Summary. 

    • When integrated with Xero Ledger, practices can now control when contacts will be synchronised with Xero. The Update Contact Details in Xero option can be set to Never, Invoice Upload, or Automatically. Refer to Managing Invoice Settings

    • We have introduced a new Invoice Email Address option in the Time & Invoices settings, to allow practices to use a separate email address when sending invoices. Practices can select to use the default client email address, or a Client Custom Field ("Email" type Custom Fields only). Note that if the new "Update Contact Details in Xero" option mentioned above is set to "Never", the Invoice Email Address option will be disregarded as contact details will not be synchronised to Xero. Refer to Managing Invoices Settings

    • When converting a Standard job to a Workflow job, the Billing Job field has been moved higher in the Job Details section, making it easier to update. The field is now located between the Template and the Category fields. Refer to Apply FYI Job Templates to Jobs

Resolutions

  • We have improved the performance when loading the Client Groups - Documents tab.
  • On the Client - Summary tab, we have renamed the Prepare Tax Return field to Prepare Tax Form for greater consistency with the corresponding field in Xero Practice Manager.
  • When migrating to the FYI Elite plan and uploading the WIP Import file, we have added support for additional date formats. If uploading data with an unsupported date format, a Failure event will be added to Practice Activity. Refer to Import Xero Practice Manager Unbilled WIP Report
  • For practices on the Universal Merge Fields Beta, when using the Create or Alter Document process steps, long document names generated using Merge Fields will be trimmed to prevent exceeding the 255-character limit.

13.06.2024

Enhancements

  • We've made several updates to the Bulk Export process. For all of these features below, refer to Bulk Export AWS and Bulk Export OneDrive

    • When configuring the Export Structure List for both AWS and OneDrive, you can now add the FYI Client ID, a system-generated ID unique to each client. For practices using New Collaborate, this is the ID used when creating a client folder on the New Collaborate SharePoint site.

    • For Bulk Export AWS, additional client columns are included in the Export Report. The new data includes the Client Name, Client Code, Export Code, FYI Client ID, Cabinet, and the Year category. 
    • When running a Bulk Export via OneDrive, a Client must be selected before continuing with the export.

  • For practices on the Elite plan, when creating or editing a client, you can now set the Name for Individuals, similar to setting a name for other structures e.g. Company. The Name field is separate from First and Last name fields, and used when displaying the client in the platform, for example in Client Lists, and synchronised to Xero Practice Manager. Refer to Editing Client Details

  • When changing the Practice Management Sync Solution to FYI a prompt will be displayed to remind users to disconnect and uninstall the Practice Sync app. Refer to Practice Management Sync app

Resolutions

  • When using Bulk Update, dates can now be manually typed in without displaying an error.
  • When removing a client from a Client Group in Xero Practice Manager, the change is synchronised to FYI with "Xero" displayed in the Activity section of the client drawer as the user who made the change.
  • When clicking on a client name in Home - My Recents tab to open the Client Workspace, the client's name will be displayed correctly.
  • After deleting the connection to Xero Ledger, practices will be able to reconnect to Xero successfully.
  • When a client is archived in Xero Practice Manager, the Client - Relationships tab will display the client name with "Archived" in yellow next to it, rather than changing the client name to "Archived Client".
  • We have resolved an issue where on some sites the Practice Sync app would stop, and a restart was required to resume synchronising with FYI.

06.06.2024

Enhancements

  • Legacy Collaborate has now reached end-of-support. A banner will be displayed for FYI Admins of practices with the feature enabled, and we encourage practices to upgrade to New Collaborate as soon as possible. Refer to Upgrading to New Collaborate

  • When using the FYI Browser Extension to file PDFs from the browser, we have improved the error message displayed when the correct browser permissions are not enabled. Refer to FYI Browser Extension

  • For implementors, when migrating from MYOB or Virtual Cabinet, clients are now matched using Client Code and Export Code to increase the accuracy of matches. Clients will not be matched by Client Name. Refer to Implementors: Live Import

Resolutions

  • We have resolved an issue where creating Time would not display the Custom Field options in the drawer unless creating time from a Job Workspace.
  • When deleting documents, the Filing Status will be updated to show Deleted instead of Not Filed.
  • When filtering Task Lists, the Job Category filter will be available to all users.
  • When synchronising users from APS, we have resolved an issue where user's names were being incorrectly populated.
  • When synchronising Jobs from IRIS, the Job Stage will be synchronised to FYI as the Job State.
  • For Elite practices:
    • If using AutoTime, when completing a Task created from a Task Template, time entries will not be created if the Task Template has been deleted.
    • The Job - Summary tab now displays the correct outstanding WIP balance.
    • When saving the Practice Invoice and Time Lists using a Grouped View, or when disabling and then re-enabling the Group View, the list will remember the current column order and sorting preference.
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