Features
Can access to FYI be IP locked to stop documents being downloaded onto non company computers?
We do not have the function of blocking non-corporate computers having access to FYI.
For practices integrated with Xero Practice Manager, this would be the same for Xero Practice Manager as well, as it is accessible anywhere, anytime.
We do have an audit trail for documents so you can check who is accessing what documents.
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, Automation, New Collaborate, Tasks, Templates