Your Home Workspace

The In Tray lists emails and documents that have been brought in from Outlook and other external services but have not yet been filed in FYI. 

This allows you to check them before making them available to all FYI users across your practice. All emails and documents in the In Tray have a status of "Draft Filed". 

You will only see documents and emails in your In Tray if you are the “Owner”. Refer to Managing your In Tray.

My Recent shows the emails and documents you recently created or modified. By default, this displays the emails and documents you have modified in the last five days.

The My Last Edit date and time field is based on the date and time that you started editing the document, i.e. when you checked the document out.

The Modified Date and Modified By fields are only updated if you make changes to a document itself. If you make changes such as to the filing or workflow details, this will not update the modified details.

Changes made to the body of a draft email or to a phone call, file note or meeting won't update the Modified Date and Modified By. These details are recorded in the Activity section of the Document Drawer.

My Edits shows all the documents and emails that you currently have open for editing. When you edit a document, FYI checks that document out to prevent other users from editing it and avoid loss of work or save conflicts. While you have the document checked out, it will appear in My Edits. Documents are sorted by Modified On date.

Finish editing documents to save your changes and check documents back into FYI. 

Check your My Edits at least once a day for any documents you may still have open for editing.

Documents are automatically marked as "Finished Editing" and synchronised back into FYI after 2 weeks of inactivity, excluding documents in Co-Edit.

My Starred displays emails and documents that you have marked as Starred to 'pin' them for easy access. Refer to Starred Documents.

My Approvals displays any emails or documents that have been assigned for your approval using the Workflow process. Use this tab to preview emails or documents, with bulk update available to approve one or more documents.

Workflow functions are only available for practices on the Pro or Elite plan.

My Tasks displays tasks that have been assigned to you. Tasks can be viewed in a List, Board, or Group based on Due Date. 

For practices on the Elite plan, this also includes Employee tasks. 

Refer to Displaying Tasks from your Home.

Delegated Tasks displays tasks that you have delegated to other people. 

For practices on the Elite plan, this also includes Employee tasks. 

You will receive a notification when these tasks are completed. Refer to Displaying Tasks from your Home.

My Comments displays a list of any documents for which you have created a Comment or on which you have been mentioned. 

Click on the first line of the summary to display the details of the linked document in the Drawer, with the Comment pane opened automatically.

You can filter the My Comments tab by:

• A fixed or relative date range.
• Comments you have created or been mentioned on.

Refer to Sorting and Filtering Lists.

The Notifications tab displays system notifications from FYI. For example, if you have been allocated a task, if someone updates a task that you have delegated to them, or if you are mentioned in a Comment. 

The Alerts icon in the top right-hand corner of the menu can also be used to display Notifications.

My Jobs displays a list of jobs assigned to you. 

The jobs that display depend on your practice management source, FYI plan, and job assignment method. For practices integrated with Xero Practice Manager, this excludes jobs where you are the Manager or Partner unless you have been assigned through a mapped Custom User Role.

Learn how to assign users to jobs.

My Jobs can be displayed as a List, or as a Board (Pro and Elite plan only). A saved view can be selected in the Home - My Jobs.

My Time displays your Time information. Time functions are only available for practices on the Pro or Elite plans. Depending on your plan, you can also display the My Time tab as a calendar or list.

By default, the Home - My Time tab displays Time entries filtered for the current week. Use the Date filter to select a different range where required. 

For more information, refer to Using Home - My Time Overview.

The My Team tab is available on the Elite plan only, and displayed for FYI Admins and users in a User Group with permission to either access or manage employees. 

Key metrics are displayed for each employee, including Actual Hours, Expected Hours, and productivity percentages. The "Missing Time" view can be used to quickly display employees where the Actual Hours do not match the Expected Hours. Refer to Using Home - My Team Productivity.