Take a look at this month's new features, enhancements, and resolutions.
25.07.2024
Enhancements
- When adding Time, in addition to entering time using the hours and minutes format (hh:mm), users can now add time in decimals and whole numbers formats. After being entered, the time field will be converted automatically to display in the hh:mm format.
Decimals will be calculated in 6 minute increments, for example, entering 0.1 would convert to 00:06. When entering time in whole numbers, the last two values or the decimal are always assumed to be minutes. For example, 123 would be 1 hour and 23 minutes. 1106 would be 11 hours and 6 minutes. 1.1 would be 1 hour and 6 minutes. Refer to Time Overview.
- We have introduced the ability to group Custom Fields on the Client, Job and Employee workspaces. Any Custom Field with a Type of "Drop-down" can nominated as the "Custom Field Grouping" option, with its options used as the Group Names. When viewing the Custom Fields tabs, for example in Client - Custom Fields, the groups will be displayed, and can be expanded and collapsed to show/hide the Custom Fields as required. Refer to Grouping Custom Fields.
- For practices integrated with Annature and FuseSign, you can now request a manual synchronisation to request all unfinalised bundles/envelopes. The sync will be processed overnight, with Practice Activity displaying a summary of the sync, or if the connection failed. Refer to Integration with Annature and Integration with FuseSign.
- For practices on the Elite plan:
- When updating a Billing Job state to be completed, cancelled or archived, all associated Workflow Jobs will be automatically updated with a matching Job State. An entry will be added to the Workflow Job's Activity section of the drawer, including the date and the name of the user that made the change. If required, the Workflow Job can be manually updated to select another Job State. Refer to Using the Job Drawer.
- You can now delete Custom Fields created by an integration, for example, Xero Practice Manager. When the Custom Field is deleted, all associated values will also be removed, including where values have been selected within FYI, for example, on the Client - Custom Fields tab. Refer to Managing Custom Fields.
- The Jobs Practice Setting Show Jobs by Client will no longer apply when creating time for a Billing Job, and all associated Workflow Jobs will be displayed. Refer to Creating Individual Time Entries.
- When updating a Billing Job state to be completed, cancelled or archived, all associated Workflow Jobs will be automatically updated with a matching Job State. An entry will be added to the Workflow Job's Activity section of the drawer, including the date and the name of the user that made the change. If required, the Workflow Job can be manually updated to select another Job State. Refer to Using the Job Drawer.
Resolutions
- The Export Client List User Group Permission has been restored. Users will need to be assigned to a User Group with this permission to be able to export a Client List. Refer to Managing User Groups.
- When updating User Settings, the setting to disable notifications will be retained after the user is synchronised with Xero Practice Manager.
- For practices integrated with APS using Practice Sync, Address details are no longer case- sensitive and will be correctly synchronised to FYI.
- For practices integrated with CCH using Practice Sync, only the client's main address will be synchronised to FYI.
- For practices integrated with IRIS using Practice Sync, we have improved the performance of the Job Sync to prevent delays in performing other synchronisations from IRIS, including Clients and Users.
- We have resolved an error displayed when using an Automation to create a Billing Job from a template with a large number of associated Workflow Jobs.
- The Save button has been removed when viewing a Billing Job - Time list.
- For practices on the Elite plan:
- Users can now refresh the Home - My Time tab after filtering by a Relative date, to display the Productivity Dashboard successfully.
- The Invoice Date is no longer changed after synchronising with Xero Ledger.
18.07.2024
Enhancements
- You can now reorder Custom Fields from the Practice Settings - General - Custom Fields tab, allowing practices to customise the display order of Custom Fields for Client, Jobs, and Employees. When editing a Custom Field, the arrows in the Custom Field drawer can be used to move the Custom Field up and down. A new Order column can be added to the Custom Fields List to display the current order. Refer to Managing Custom Fields.
- For practices on the Elite plan:
- Users can now copy timesheet entries from any Time Lists, available in the Client and Job workspaces, and Practice - Time. The new "Copy" button will be displayed in the toolbar displayed at the top and when right-clicking on a time entry. When a time entry is copied, the Create Time drawer will be displayed, with fields prepopulated to match the details of the time entry being copied. Refer to Copy a Time Entry.
- When synchronising invoices with Xero, if the Contact Name matches in both Xero and FYI, but the Xero Contact Code does not match the FYI Client ID, the Xero Contact Code will be updated to match the FYI Client ID. Refer to Synchronising Contacts, Invoices, and Client Ledger Reports with Xero Ledger
- When viewing Home - My Time, the Time Type is now displayed, to make it easier to identify Chargeable and Non-Chargeable time. Refer to Using Home - My Time.
- We have added Invoiced Amount and Variance Hours fields to the Financial Details section of the Job - Summary tab. Refer to Job Summary.
- We have added a new optional column, Job Client, to the Time List, available in the Client and Job workspaces, when viewing Home - My Time using the List view, and the Practice - Time list. This allows practices to review WIP where time may have been added to a client different to the job client. A refer to Client Time.
- We have added a new Details section to the Reports drawer when viewing a generated report. The details include displaying which Template was used, the Views selected for the report, and the Last Refresh date. Refer to Opening, Editing and Finishing Editing Reports.
- When opening an Invoice or Credit Note imported from Xero, the Preview tab will be available to display the PDF copy of the document. Refer to Previewing an Invoice.
- When FYI as Primary for Client Maintenance has been enabled, the Xero Practice Manager app settings will remove the Sync Field Definitions option, as Custom Fields are only synchronised one-way from FYI to Xero Practice Manager. Refer to Running a Manual Sync with Xero Practice Manager and Additional Notes on Syncing
- When the Invoice Settings option "Update Contact Details in Xero" is set to "Never", the "Invoice Email address" field will be disabled and marked as read-only. Refer to Managing Invoices Settings.
- Users can now copy timesheet entries from any Time Lists, available in the Client and Job workspaces, and Practice - Time. The new "Copy" button will be displayed in the toolbar displayed at the top and when right-clicking on a time entry. When a time entry is copied, the Create Time drawer will be displayed, with fields prepopulated to match the details of the time entry being copied. Refer to Copy a Time Entry.
Resolutions
- We have resolved an issue where the New Collaborate Sharing Settings were not displaying the list of Guest Users for some practices.
- For practices integrated with Xero Practice Manager, after a client has been merged in XPM, updates to Relationships will be synchronised to FYI.
- We have resolved an issue that prevented some Automations with blank Custom Field values from running.
- When changing the Practice Management Source in the Practice Sync app, for example, from MYOB to Xero Practice Manager, a Success message will be added to Practice Activity to confirm the setting has been changed.
- For practices on the Elite plan:
- The Assigned user for a Job is now updated using the FYI Custom User Roles mapped in the Practice Settings for Jobs, and not the user assigned in Xero Practice Manager. Refer to Assigning Users to Jobs.
- We have improved the error message displayed in Practice Activity when an Invoice could not be synchronised as Xero Ledger has been disconnected.
11.07.2024
New
- FYI is now integrated with Apxium, accounts receivable software with engagements, reminders, instalments and direct debit. Using the integration, practices will be able to sync and file engagements in FYI. Refer to Integration with Apxium
Enhancements
- We have introduced a new User Group Permission to Practice Settings, "Export Client List", allowing practices to manage which users can access the CSV Export option in Client Lists. The new permission will be enabled by default for FYI Admins only. To add the new permission to a User Group, refer to Managing User Groups.
- The FYI Client ID is now displayed in the Client Details section of the Client - Summary tab. The FYI Client ID is a unique system-generated number assigned when a client is created in FYI, and used by New Collaborate as well as the Bulk Export and Migrate functions. Refer to Client Summary.
- When running a Bulk Export via AWS, the Include Document Threads option is now enabled by default, ensuring all documents in the thread will be included in the export. Click the option to remove the tick if all document threads are not required. Refer to Bulk Export AWS.
- For practices on the Elite plan where FYI has been enabled as the Primary Source for Client Data, we have removed the Sync button from the Client List. If required, a manual client sync can be performed from the Automation Dashboard by an FYI Admin or users with Automation permissions. Refer to Running a Manual Sync with Xero Practice Manager and Synchronising with Xero Practice Manager where FYI is enabled for Primary Source of Client Data
Resolution
- For practices on the Elite plan:
- When creating a Disbursement Invoice using the Create Invoice automation step, the Layout field is now available to select either a Summary or Detailed layout.
- When using Bulk Update, we have improved the error message when no valid rate is found. Time entries must be dated after the Time Rate's "Start From" date and not in a Locked period.
- Users are now prevented from deleting negative time entries, created when approving an Interim Invoice.
04.07.2024
Enhancements
- For our migrators, when migrating documents using a Metadata file, we have added support for the new columns introduced in the Bulk Export AWS metadata file. When matching clients, the data in the Export Code column will be matched to the Client Export Code on the Client - Summary tab, while the FYI Client ID column will be matched to the Client Code Custom Field selected in the Migrate settings in the Onboarding Wizard. Refer to Onboarding Wizard and Document Migration with a Metadata File
- For practices on the Elite plan with FYI as Primary for Client Maintenance enabled:
- Updates to Custom Fields will be synchronised from FYI to Xero Practice Manager within approximately 15 minutes. The Manual Sync process is no longer required, and the Sync from PM button will be removed from the Client and Jobs - Custom Fields tabs.
Note: The Custom Field sync setting in the Automation - Apps - Xero Practice Manager will become redundant. If Custom Fields were maintained separately in XPM, the XPM data will be replaced by the information maintained in FYI.
- We have introduced a new FYI Client Mobile & Salutation option in Practice Settings - General.
Once both FYI as Primary for Client Maintenance and the Client Mobile & Salutation options are enabled, the Mobile and Salutation fields should be maintained in FYI. Updates made in FYI will not be synchronised with Xero Practice Manager.
If the Client Mobile & Salutation setting is disabled, the fields will not be editable in FYI. Updates should continue to be made in Xero Practice Manager, and will be synchronised to FYI.
Note: Consider your Xero Practice Manager integrations with other app providers before enabling this setting.
- Updates to Custom Fields will be synchronised from FYI to Xero Practice Manager within approximately 15 minutes. The Manual Sync process is no longer required, and the Sync from PM button will be removed from the Client and Jobs - Custom Fields tabs.
Resolutions
- For practices integrated with IRIS, when synchronising Job Stages, the job in FYI will reflect the Job State for the highest completed Stage. When the job is marked as Job Completed in IRIS, the job will be set to Complete.
- When viewing Home - My Time using the List view, date ranges will be displayed using a dd/mm/yyyy format.
- The Job Description is now correctly displayed on the Job - Summary tab for practices on FYI Intermediate and Pro plans.
- For practices integrated with BGL, when importing documents using the Corporate Documents & ASIC Statements - Import & AutoFile process, the {{ ComplianceYear }} Merge Field can be used to set the Year category.
- When updating a client's Tax Number, if the same number has already been added to another client in FYI, the Tax Number will not be saved and an alert will be added to Practice Activity.
- For practices on the Elite plan, when creating an Invoice, completed jobs will not be available to select if there is no outstanding WIP.