Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Client names and client details are maintained either in your practice management software or directly in FYI. This depends on the FYI plan your practice has subscribed to, and whether FYI as Primary for Client Maintenance is enabled.
Use the table below to confirm where client details should be maintained.
| FYI plan | FYI as Primary enabled | Where to maintain clients |
| Intermediate plan | N/A | Practice management solution |
| Pro plan | Practice management solution | |
| Pro plan | In FYI | |
| Elite plan | In FYI |
Practice management solution
For practices where FYI as Primary is not enabled, updates to client details are made in the integrated practice management platform. After the client is updated in your practice management software, the changes will be synchronised to FYI.
Changes to the client name include changes to the capitalisation used in the name, such as changing JOE SMITH to Joe Smith. All documents for the client will then display under the updated client name.
Note: For details on the frequency of synchronisation from your practice management software, refer to the relevant synchronisation article below.
- Xero Practice Manager
- MYOB AE & AO
- MYOB Practice Management (formerly GreatSoft)
- CCH Central
- APS
- IRIS
Within FYI
Practices where FYI as Primary for Client Maintenance is enabled can edit client details directly in FYI. Editing a client is only available for FYI Admins, or users in a User Group with the Edit Clients permission enabled.
The Pencil icon will be displayed on the Client - Summary tab. To update client details in FYI, refer to Editing Client Details.