April 2019 Release Notes

Updated

01.04.2019

  • Jobs filter by Manager, partner, assigned

  • When a user selects "Pending Client Signature" - the option "Include Reference" should be auto ticked

  • Displayed to the user if email attachments have been auto-filled

  • Job index filtering and sorting

  • Enhancements to Tax Dashboard

02.04.2019

  • Job index filtering and sorting

  • Support collaborate configuration

  • Re-enabled Jobs Aside

  • Jobs Index - Default the State column after the name and before Budget

  • Jobs shows a 'Closed' Toggle

03.04.2019

  • Changed validation on start trial button which is after submit rather than before submit

03.04.2019 New Features Round Up

We are delighted to announce another significant set of features have been added FYI over the last fortnight. Highlights include FYI’s version of a client portal (including e-signatures), XPM jobs embedded within FYI and the automatic filing of email attachments!

Introducing FYI’s New Job Workspace

We’ve made navigating FYI even more intuitive with the addition of a new dedicated workspace for Jobs. File your documents to an XPM job, making search and retrieval of relevant information even faster. Each job includes a summary of key data from XPM and a list of relevant documents and tasks.

A Powerful Way To Collaborate With Your Clients On Sensitive Documents

Rather than attaching sensitive documents to emails, you can now share information securely via OneDrive (which is available with every Office 365 subscription). Future development will deliver similar integration with other client friendly platforms such as DropBox. 

Seamless Integration With DocuSign

FYI now integrates seamlessly with the market-leading app, DocuSign. Documents signed by clients are automatically imported into FYI, updating the original with the signed copy and updating the workflow status. Our degree of integration with DocuSign and other apps such as Adobe Sign will increase in the future.

Saving Office Documents Into FYI Is Now Even Easier

We’ve made it easy to file any document originally created in Word, Excel or PowerPoint into FYI.

Now FYI Can Auto-File Your Email Attachments Too!

Email attachments can now be automatically filed as separate documents within FYI based on the filing rules of the underlying email. This option can be enabled across your practice via the Email AutoFile process on FYI’s automation dashboard.

Join Our FYI Masterclass On Thursday, 18th April

Due to the significance of the features recently released, we are hosting an online webinar to help ensure all our users are getting the most out of FYI. This presentation will be done as a MasterClass introducing each new feature and demonstrating how to implement it effectively within your practice.

What’s Next?

Looking forward, our development team is focused on further integration with XPM jobs, integrating with industry-leading app partners and, as always, increasing the number of automations available to our users. We’re particularly excited about the upcoming release of assessment automation in May. Stay tuned…….

04.04.2019

Enhancements

  • Job selection flickers on the workspace

  • Possibility to create a task without being selected on a client
  • Made Documents in top Navigation instead of Practice

  • Only performed comprehend for users with process enabled

  • Bulked Update Jobs
  • Opened Jobs should not be available in multi-select mode

  • Improved email open from Graph

05.04.2019

Enhancements

  • Default view not selected in tasks

  • Enabled jobs comments

  • Displayed client group on Jobs index page

Fixes

  • Bulk import shows access denied error for the file import

  • Imported file is not getting downloaded in Bulk import
  • Right profile menu shows two lines for the restricted user login

  • Templates do not filter according to the document type

08.04.2019

Enhancements

  • New Client Engagement Email

  • Jobs Views

  • Displayed estimated and actual time spent on Job

  • Jobs assigned should be a list of users

  • Displayed My Jobs on the dashboard

  • Changed job aside to content loader

  • Displayed card in job aside for 'XPM Tasks'
  • Displayed card in job aside for Milestones

Fixes

  • Clicking open on a document of type Link throws an exception

  • Assigned column on Job page does not show a value

05.04.2019

Enhancements

  • Default view not selected in tasks

  • Enabled jobs comments

  • Displayed client group on Jobs index page

Fixes

  • Bulk import shows access denied error for the file import

  • Imported file is not getting downloaded in Bulk import
  • Right profile menu shows two lines for the restricted user login

  • Templates do not filter according to the document type

09.04.2019

Enhancements

  • Jobs Views

  • Displayed card in job aside for Milestones

  • Welcome to asked user if they have Office 365 Business Premium

  • Made 'My Recent' first tab on the user's dashboard

  • Updated on-boarding page and introduced invite

Fixes

  • Cabinet & category do not get refreshed in case client is selected after cabinet selection in the Filing detail section

  • Xero tax enabled message does not disappear after enabling the service on client workspace

10.04.2019

Enhancements

  • New Import/Export - More options

  • Pre-Installed warning not working

  • Just auto-file emails if FYI Drawer is opened

  • Provided friendly warning if the email is a Calendar invite

  • Better replied email UX

Fixes

  • Job board do not show jobs status 'On Hold' and 'In progress' on the board

  • Selected all squares of Jobs list is having a UI issue

12.04.2019

Enhancements

  • Revisited Jobs Board

  • Ability to define the Job States

  • Remembered if the user had jobs board opened last

  • Job index filtering and sorting

  • Created missing clients on Import
  • Where categories don’t match corresponding folders

  • Filtered folders from import with 'zzz' in their name

  • OneDrive migrated works over practice OneDrive, not the user who created the request

  • Added multi-client group filtering in Metatron jobs service

  • Documents imported via OneDrive My Imports have the file extension included in the name
  • Better replied email UX

  • Displayed the last comment on Jobs

  • Showed Partner and Manager filters on filter row

  • Supported default cabinet on import
  • Supported Postal Service send method

Fixes

  • Uploaded to graph error if the file already exists

  • Error: The array you specified contains a duplicate entry (Stripe-updates)
  • Issue with tasks in Client-centric view

  • Expanding Validation Import result shows error in the console
  • Job page shows error

  • Custom Job States sync from XPM results in an error on Jobs Page

15.04.2019

Enhancements

  • In Tray Review by user

  • Option to hide completed

  • Import files using new MYOB export file

  • Jobs. Multi-select Client Group Filter

16.04.2019

Enhancements

  • Changed of terminology

  • Job state colour picker

  • Job state column display in colour pill

  • Job aside toggled for primary

  • Job primary filter

Fixes

  • Immediately syncing (auto-filing) sent email from outlook results in the error

17.04.2019

Enhancements

  • Handled no folders defined in the portal configuration

  • Added option for send wizard and create an email to send an email immediately, make it ticked on by default

  • Restored drag and drop on jobs board

  • Merged Client documents wizard

  • Upload to OneDrive - Convert to PDF

Fixes

  • PDF auto created as part of the sending wizard doesn't have a logo that was on the original document
  • Clear view button does not remove the selected view from the drop-down

  • Newly added views in Job page do not get listed in the Views drop-down list

  • Job filter shows an error when applied second time on the documents in the client workspace

  • 'null' text is shown if the client does not have an address in the client workspace

  • Processing icon besides document grid is not going away

19.04.2019

Enhancements

  • Ability to match faux clients to real clients

  • Selected All for signature requests to observe bulk edit types

  • If an email sent immediately, then do not open document

Fixes

  • Default cabinet is loading for the list of documents present in the Job workspace
  • UI issues on mobile view for the Job page

  • Addressee field won't display the name after entering/selecting a new recipient

  • Jobs variance columns to be 0, if the estimated minutes is 0

  • My Tasks showing practice-wide data on initial load

  • My Jobs showing practice-wide data on initial load

21.04.2019

Enhancements

  • Handled no folders defined in the portal configuration

  • Ability to match faux clients to real clients

  • Selected All for signature requests to observe bulk edit types

  • If an email sent immediately then do not open document

Fixes

  • Default cabinet is loading for the list of documents present in the Job workspace
  • Addressee field won't display the name after entering/selecting a new recipient

  • My Jobs showing practice-wide data on initial

  • Budget field does not show the actual values in Jobs

  • Values of the estimate, actual & variance do not match

23.04.2019

Enhancements

  • Added Sent Mail as document view

  • Added option for send wizard and create email to send email immediately, made it ticked on by default

  • Added the ability to create jobs

  • Hide automation based on applicable country

  • Client's street address added a "null" value and postal code will not be synced from XPM to FYI

  • For MYOB migrate have created by, created date to be historical data

  • Signature Request - Displayed error if the user does not have an email

  • Filing documents in bulk to jobs

  • Jobs Index - can we look at using the cache for the staff members
  • My imports automation

  • Changed the default number of jobs in a list to 50 rather than 25

Fixes

  •  Export skips duplicate files present in the Practice Document list
  •  Changed from No client selected to No state selected

27.04.2019

Enhancements

  • Email automatically linked to Xero Account email address instead of FYI account

  • Filing documents in bulk to jobs
  • Client List - filter client group

  • Client List - filter partner/manager

  • Client list - support views, add columns, refresh and save

  • Created process comment

  • Jobs/Account kept reloading in send

  • Added a new client from Job page in XPM do not get into FYI

  • Made sticky views between lists a configuration setting
  • Additional client columns

  • Found DropBox icon that was transparent

Fixes

  • Job board page was not responsive
  • Job board page had UI issue if job states were more to display

29.04.2019

Enhancements

  • Change MYOB Export File

  • Deleting a cabinet should reset entity and user defaults
  • Re-order and remember tab order on Client Workspace

  • Tasks Mobile View - Show Client, Assignee, Due Date - Hide Comments

Fixes

  • Job search is case sensitive
  • 'Primary Only' option looks like dislocated from the option row on the Jobs page

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