Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Integrate FYI with NowInfinity to automatically import information and documents for your clients. Information is imported overnight and automatically filed against the relevant client in FYI.
Documents and information imported from NowInfinity include:
- Annual company statements as PDF documents.
- ASIC documents as web links to the document in NowInfinity (the full document will not be imported to FYI).
- Signed documents, where the workflow status is set to Client Signed when imported.
ASIC annual statements are displayed in the Client - Corporate Affairs tab. This provides a summary of the current information from the ASIC register, including officeholders, registered address, share structure, and the status of statements, such as whether the annual review fee has been paid. Refer to Client Corporate Affairs.
For details on the documents that can be imported and how to set up the automation process, refer to Import from NowInfinity.
Connect your NowInfinity Account
To import documents, first connect your NowInfinity account to FYI.
Note: This is a one-off step and can only be completed by an FYI Admin, or a user with permissions enabled for Automations.
- Click Automation from the menu.
- Select the Apps tab.
- Click the cog icon next to NowInfinity.
- Click Connect.
- Log in using your practice’s NowInfinity parent account credentials. This uses OAuth authentication.
- Reopen the NowInfinity app in FYI to confirm the connection. The Agent or Company Name that was connected is displayed, along with the Last Sync date and time.
Using the NowInfinity Integration
Configuration options
| Setting | Details |
| Sync Sub Accounts |
Enable this setting if your NowInfinity account includes sub-accounts. When enabled, all linked sub-accounts are included in the sync and a comma-separated list is displayed after the Last Sync field.
Note: There is a known issue when connecting multiple NowInfinity accounts, where additional connections may default to the first account that was connected. To prevent this, use a different email address for each NowInfinity account when connecting. |
| Import unmatched document to In Tray |
Enable this setting to import documents that cannot be matched to a client. When enabled, unmatched documents are sent to the In Tray of the process owner for the following Import from NowInfinity processes:
Documents can then be reviewed and manually filed from the In Tray. When disabled, unmatched documents are not imported into FYI. |
Merge Fields
Once the NowInfinity integration has been connected, new Merge Fields will be available to use in FYI.
Corporate Affairs section
The following Merge Fields will be available from the Corporate Affairs section of the Merge Field selection window.
| Field | Details | Merge Field Code |
|---|---|---|
| Year | The Year displayed in the Client - Corporate Affairs tab. |
In FYI: Word/Excel: |
NowInfinity section
The following Merge Fields will be available from the NowInfinity section of the Merge Field selection window.
| Field | Details | Merge Field Code |
|---|---|---|
| Date of Annual Review | The client's Annual Review Date as per NowInfinity. |
In FYI: {{ ClientNowInfinityDateOfAnnualReview }}
|
| Date of Due Time | The client's Due Time Date as per NowInfinity. |
In FYI:{{ ClientNowInfinityDateOfDueTime }} |
| Date of Registration | The client's Date of Registration as per NowInfinity. |
In FYI:{{ ClientNowInfinityDateOfRegistration }}
|
| Debt Now Due | The client's Debt Now Due value as per NowInfinity. |
In FYI:{{ ClientNowInfinityDebtNowDue }} |
| Status | The client's status, for example, Deregistered, as per NowInfinity. |
In FYI:{{ ClientNowInfinityStatus }} |
| Total Amount Owing | The client's total outstanding as per NowInfinity. |
In FYI:{{ ClientNowInfinityTotalAmountOwing }} |