Various default settings can be set for your practice. These settings can only be changed by an FYI Admin.
Displaying the Practice Settings
- Log in to FYI as an FYI Admin.
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From FYI, click Settings in the top right-hand corner.
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Select Practice settings from the drop-down.
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Then select General.
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The Settings tab will be displayed.
For practices on the FYI Elite plan, the Settings will be displayed as below.
Practice Settings
Login Timeout
If users leave FYI inactive for a period of time, they will be automatically logged out and prompted to log in again in order to continue using FYI. The default is 8 hours of inactive time before a login times out. This timeout can be changed according to the preference of your own practice.
New Users
Controls the default status for new users when synchronised to FYI from practice management solutions - Xero Practice Manager, GreatSoft, or Practice Sync integrations (MYOB, APS, Iris, or CCH Central).
Inactive users will need to be activated by an FYI Admin before they will be able to log into FYI. Refer to Managing Users.
Financial Year Start
Used to enter the start date of the Financial Year for your practice. For example, 01/07 (for the 1st of July) or 01/04 (for the 1st of April).
The date set in this field will adjust the results of the Relative Date filter in views and lists when selecting "This Financial Year" or "Last Financial Year".
Note: For Australian and New Zealand practices, this field will default to 30/06, and for UK practices it will default to 31/03. This can be adjusted as required.
Refer to Sorting and Filtering Jobs Lists.
XPM Staff Allocation 
The XPM Staff Allocation allows practices to control the number of synchronisations with XPM when submitting time by selecting from either "Explicit" or "Inherit from Job".
This feature is not available for practices on the Elite plan where FYI is selected as the Practice Management source, as time is not synchronised with Xero Practice Manager.
To submit time in Xero Practice Manager, users must be assigned to a Job or Task.
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Explicit - FYI will perform extra syncs to assign and remove the user from the Task when submitting time entries. This will ensure the time is submitted for any task, even if it's been assigned to another user. These extra syncs increase the usage of the Xero requests available each day (refer to Xero Practice Manager Rate Limiting), but will ensure there are no errors in Practice Activity related to the task being assigned to another user.
- Inherit from Job - The user must be manually assigned to the Job in XPM. When time is submitted, FYI will perform a single sync to create the time entry in Xero Practice Manager. If the user has not been assigned to the Job, or the Task has been assigned to another user, the time entry will not be synchronised, will return to a Draft state in FYI, and a Failure will be displayed in Practice Activity. The user will need to be assigned manually to the Job or Task in Xero Practice Manager before the Time entry can be resubmitted. This option is selected by default for all practices new to FYI.
Custom Field Grouping
The Custom Field Grouping option enables FYI Admins to group similar Custom Fields together on the Client and Job - Custom Fields tabs. If users select the "Group" view, Custom Field Groups will be collapsed, allowing users to quickly locate the Custom Fields relevant to their needs. For example, grouping Custom Fields by team or department.
Select from an existing Custom Field, or if preferred, FYI Admins can create a dedicated Group by creating a new Custom Field (the Type must be "Drop-Down").
Refer to Grouping Custom Fields.
Sample Content
As part of setting up your trial, from the Welcome Screen you can select to create Sample Clients and a Sample Cabinet (refer to FYI Welcome Screen). Refer to Managing Sample Content.
Sticky Views
When a user selects a particular view in any list, if Sticky Views are enabled for your practice, that choice will be their default for the rest of the session and also when they log out and log in again. This means that when a view has been selected, when the user displays another list and then returns to that list, or logs out and in again, the same view will be initially selected in the drop-down. Refer to Sticky Views.
FYI as Primary 
This allows FYI to become the point of truth for client details. Clients will be created and maintained in FYI, and synchronised to Xero Practice Manager. To reduce the impact on Xero Practice Manager Rate Limits, the synchronisation frequency with Xero Practice Manager will be adjusted accordingly.
As these settings are enabled or disabled, an Alert will be added to Practice Activity.
When upgrading to the Elite plan and selecting FYI as the Practice Management solution, the FYI as Primary - Client Maintenance option will be automatically enabled. This setting cannot be disabled.
The FYI Client Mobile & Salutation setting is optional, and will only be displayed for practices integrated with Xero Practice Manager. For all other practices, this setting will be enabled automatically, and hidden from view. Once enabled, the Mobile and Salutation fields will be available to edit directly in FYI, and will not synchronise to Xero Practice Manager.
Note: Consider your Xero Practice Manager integrations with other app providers before enabling this option.
Refer to Enabling FYI as Primary Source for Client Data and Synchronising with Xero Practice Manager where FYI is enabled for Primary Source of Client Data.