Plan: Available: All plans
Users: Available: All users
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
Plan: Available: All plans
Users: Available: All users
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
If the email address you use in Xero Practice Manager is different from your Microsoft 365 email address, you can use an Email Alias to log in to FYI with your Microsoft 365 email address.
To link the two email addresses, FYI sends a Magic Link to your authorised Xero Practice Manager email address. You must be able to access that mailbox and use the link to verify your identity.
If you use more than one Microsoft 365 account in the same browser, use a separate browser profile to keep the accounts separate. Before using Magic Link, confirm you're signed in with the Microsoft 365 account you want to use as your Email Alias.
Link an Email Alias using Magic Link
- Navigate to go.fyi.app.
- Log in with your Microsoft 365 email address.
- The message "No active user" displays. Select Different Practice and Office Logins to display the Magic Link option.
If the Magic Link option isn't displayed, you may already be logged in to a different Microsoft account. Log out of the other account, close the browser, then log in to FYI again. - Select link in the line "This can be done using FYI's secure Magic Link from this link".
- Enter the active email address that you use to log in to Xero Practice Manager.
- Select Get Magic Link to send an email to the entered email address.
- Open the email you receive and follow the prompts in the email to verify the link.
Once you've verified the link, you can log in to FYI using the Microsoft 365 email address linked to Xero Practice Manager. To check which account you're logged in with, select Settings in the top-right corner. The name and email address will be displayed.
An FYI Admin can view the linked email address in the Email Alias field in your User Profile.
Once your account has an Email Alias:
- FYI sends email notifications to the email address used for the Email Alias.
- The Email Alias is displayed as the Sender for emails sent from FYI.
- The Email Alias is used as the Author merge field in Signatures.