Merge Fields Glossary

Inserts the current date, formatted as using numbers e.g. 17/09/2024.

Refer to Formatting Merge Fields for Word and Excel documents to insert the current date.

In FYI:
{{ "now" | date: "%d/%m/%Y" }}

Determines the last day of the month based on the current date.

In FYI:
{{ "now" | end_of: "month" | date: "%d/%m/%Y" }}

Inserts a link to the New Collaborate SharePoint site Home page.

When inserted into an email in FYI, the link will be clickable.

The URL will only be displayed as text in Microsoft Word and Excel.  Microsoft Merge Field tools must be used to insert a link into Word or Excel.

In FYI:
{{ PracticeCollaborateSiteLink | web_link }}

Word/Excel:
PracticeCollaborateSiteLink

In FYI:
{{ PracticeEmail }}

Word/Excel:
PracticeEmail

The Legal Name for the practice (Xero Practice Manager integrations only).

In FYI:
{{ PracticeLegalName }}

Word/Excel:
PracticeLegalName

The name of the Practice as per Practice Settings.

In FYI:
{{ PracticeName }}

Word/Excel:
PracticeName

Addressee (as held for the primary contact)

In FYI:
{{ ClientAddressee }}

Word/Excel:
ClientAddressee

The last month of the client's financial period.

In FYI:
{{ ClientBalanceMonth }}

Word/Excel:
ClientBalanceMonth

Bank Account Name

In FYI:
{{ ClientBankAccountName }}

Word/Excel:
ClientBankAccountName

Account Number

In FYI:
{{ ClientBankAccountNumber }}

Word/Excel:
ClientBankAccountNumber

BSB Number

In FYI:
{{ ClientBankBSB }}

Word/Excel:
ClientBankBSB

Typically, this is the unique number that identifies a business or organisation.

In Australia, this is the ABN (Australian Business Number).

In FYI:
{{ ClientBusinessNumber }}

Word/Excel:
ClientBusinessNumber

Business Structure, for example, Individual, Partnership etc. 

In FYI:
{{ ClientBusinessStructure }}

Word/Excel:
ClientBusinessStructure

Client Code can be used when searching for a client in FYI. This is manually entered by the practices.

In FYI:
{{ ClientClientCode }}

Word/Excel:
ClientClientCode

Unique company registration number. 

This field is used by BGL and NowInfinity integrations to match the client. 

In Australia, this is the ACN (Australian Company Number).

In FYI:
{{ ClientCompanyNumber }}

Word/Excel:
ClientCompanyNumber

Contact Name as per the Primary Contact

In FYI:
{{ ClientContactName }}

Word/Excel:
ClientContactName

Physical Country

In FYI:
{{ ClientCountry }}

Word/Excel:
ClientCountry

The client's date of birth

In FYI:
{{ ClientDateOfBirth }}

Word/Excel:
ClientDateOfBirth

Client’s Email

In FYI:
{{ ClientEmail }}

Word/Excel:
ClientEmail

Export Code

In FYI:
{{ ClientExportCode }}

Word/Excel:
ClientExportCode

Client's Fax

In FYI:
{{ ClientFax }}

Word/Excel:
ClientFax

The client's Bank Name

In FYI:
{{ ClientBankName }}

Word/Excel:
ClientBankName

Client’s First Name

In FYI:
{{ ClientFirstName }}

Word/Excel:
ClientFirstName

Client’s Last Name

In FYI:
{{ ClientLastName }}

Word/Excel:
ClientLastName

Client’s Mobile

In FYI:
{{ ClientMobile }}

Word/Excel:
ClientMobile

Entity Name, or the Display Name for individuals.

In FYI:
{{ ClientName }}

Word/Excel:
ClientName

Client's Middle or Other Name

In FYI:
{{ ClientOtherName }}

Word/Excel:
ClientOtherName

Client’s Phone

In FYI:
{{ ClientPhone }}

Word/Excel:
ClientPhone

Physical Post Code

In FYI:
{{ ClientPostCode }}

Word/Excel:
ClientPostCode

Client's postal address

In FYI:
{{ ClientPostalAddress }}

Word/Excel:
ClientPostalAddress

Postal City

In FYI:
{{ ClientPostalCity }}

Word/Excel:
ClientPostalCity

Postal Country

In FYI:
{{ ClientPostalCountry }}

Word/Excel:
ClientPostalCountry

Postal Postcode

In FYI:
{{ ClientPostalPostcode }}

Word/Excel:
ClientPostalPostcode

Postal Region

In FYI:
{{ ClientPostalRegion }}

Word/Excel:
ClientPostalRegion

Salutation (from primary contact)

In FYI:
{{ ClientSalutation }}

Word/Excel:
ClientSalutation

Physical Address (client's address)

In FYI:
{{ ClientStreetAddress }}

Word/Excel:
ClientStreetAddress

Physical City

In FYI:
{{ ClientStreetCity }}

Word/Excel:
ClientStreetCity

Physical Country

In FYI:
{{ ClientStreetCountry }}

Word/Excel:
ClientStreetCountry

Physical Postcode

In FYI:
{{ ClientStreetPostcode }}

Word/Excel:
ClientStreetPostcode

Physical Region

In FYI:
{{ ClientStreetRegion }}

Word/Excel:
ClientStreetRegion

Client's Tax Number

In FYI:
{{ ClientTaxNumber }}

Word/Excel:
ClientTaxNumber

Client's Title (Mr, Mrs, etc)

In FYI:
{{ ClientTitle }}

Word/Excel:
ClientTitle

The URL to the client's Upload folder on the New Collaborate SharePoint site. 

When inserted into an email in FYI, the link will be clickable.

The URL will only be displayed as text in Microsoft Word and Excel.  Microsoft Merge Field tools must be used to insert a link into Word or Excel.

In FYI:
{{ ClientUploadFolderLink | web_link }}

Word/Excel:
ClientUploadFolderLink

The address.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ ClientManagerAddress }}

Word/Excel:
ClientManagerAddress

The user's email address.

In FYI:
{{ ClientManagerEmail }}

Word/Excel:
ClientManagerEmail

The user's Mobile Phone number.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ ClientManagerMobile }}

Word/Excel:
ClientManagerMobile

The user's name, as per the User Settings in FYI.

In FYI:
{{ ClientManagerName }}

Word/Excel:
ClientManagerName

The user's phone number.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ ClientManagerPhone }}

Word/Excel:
ClientManagerPhone

The user's qualifications, as per the User Settings in FYI e.g. ACCA, CIMA, CPA.

In FYI:
{{ ClientManagerQualifications }}

Word/Excel:
ClientManagerQualifications

The user's role within the practice, as per the User Settings in FYI, for example, Accountant.

In FYI:
{{ ClientManagerRole }}

Word/Excel:
ClientManagerRole

The user's address.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ ClientPartnerAddress }}

Word/Excel:
ClientPartnerAddress

The user's Email Address.

In FYI:
{{ ClientPartnerEmail }}

Word/Excel:
ClientPartnerEmail

The user's Mobile Phone number.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ ClientPartnerMobile }}

Word/Excel:
ClientPartnerMobile

The user's name, as per the User Settings in FYI.

In FYI:
{{ ClientPartnerName }}

Word/Excel:
ClientPartnerName

The user's phone number.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ ClientPartnerPhone }}

Word/Excel:
ClientPartnerPhone

The user's qualifications, as per the User Settings in FYI e.g. ACCA, CIMA, CPA.

In FYI:
{{ ClientPartnerQualifications }}

Word/Excel:
ClientPartnerQualifications

The user's role within the practice, as per the User Settings in FYI, for example, Accountant.

In FYI:
{{ ClientPartnerRole }}

Word/Excel:
ClientPartnerRole

The value of the hours assigned to the job from time entries.

(Elite plan only)

In FYI:
{{ JobActualAmount }}

Word/Excel:
JobActualAmount

The number of hours assigned to the job from time entries.

(Elite plan only)

In FYI:
{{ JobActualHours }}

Word/Excel:
JobActualHours

The users assigned to the job.

In FYI:
{{ JobAssigned }}

Word/Excel:
JobAssigned

The estimated value for the job. 

(Pro plan only)

In FYI:
{{ JobBudget }}

Word/Excel:
JobBudget

The estimated value for the job.

(Elite plan only)

In FYI:
{{ JobBudgetAmount }}

Word/Excel:
JobBudgetAmount

The estimated number of hours required for the Job.

(Elite plan only)

In FYI:
{{ JobBudgetHours }}

Word/Excel:
JobBudgetHours

The Job Description.

In FYI:
{{ JobDescription }}

Word/Excel:
JobDescription

The date by which the job must be completed.

In FYI:
{{ JobDueDate }}

Word/Excel:
JobDueDate

The value invoiced to the client.

(Elite plan only)

In FYI:
{{ JobInvoicedAmount }}

Word/Excel:
JobInvoicedAmount

The name of the Job.

In FYI:
{{ JobName }}

Word/Excel:
JobName

The Job Number

In FYI:
{{ JobNumber }}

Word/Excel:
JobNumber

The scheduled date when the job commences.

In FYI:
{{ JobStartDate }}

Word/Excel:
JobStartDate

The value of work that has been started but not yet invoiced.

(Elite plan only)

In FYI:
{{ JobWIP }}

Word/Excel:
JobWIP

The value that has been written on/off for the job.

(Elite plan only)

In FYI:
{{ JobWriteOnOff }}

Word/Excel:
JobWriteOnOff

The user's address.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ JobManagerAddress }}

Word/Excel:
JobManagerAddress

The user's Email Address.

In FYI:
{{ JobManagerEmail }}

Word/Excel:
JobManagerEmail

The user's Mobile Phone number.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ JobManagerMobile }}

Word/Excel:
JobManagerMobile

The name of the user nominated as the Job Manager, as per the User Settings in FYI.

In FYI:
{{ JobManagerName }}

Word/Excel:
JobManagerName

The user's phone number.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ JobManagerPhone }}

Word/Excel:
JobManagerPhone

The user's qualifications as per the User Settings in FYI e.g. ACCA, CIMA, CPA.

In FYI:
{{ JobManagerQualifications }}

Word/Excel:
JobManagerQualifications

The user's role within the practice, as per the User Settings in FYI, for example, Accountant.

In FYI:
{{ JobManagerRole }}

Word/Excel:
JobManagerRole

The user's address.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ JobPartnerAddress }}

Word/Excel:
JobPartnerAddress

The Job Partner's Email Address.

In FYI:
{{ JobPartnerEmail }}

Word/Excel:
JobPartnerEmail

The user's mobile number.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ JobPartnerMobile }}

Word/Excel:
JobPartnerMobile

The user's name, as per the User Settings in FYI.

In FYI:
{{ JobPartnerName }}

Word/Excel:
JobPartnerName

The user's phone number.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ JobPartnerPhone }}

Word/Excel:
JobPartnerPhone

The user's qualifications, as per the User Settings in FYI e.g. ACCA, CIMA, CPA.

In FYI:
{{ JobPartnerQualifications }}

Word/Excel:
JobPartnerQualifications

The user's role within the practice, as per the User Settings in FYI, for example, Accountant.

In FYI:
{{ JobPartnerRole }}

Word/Excel:
JobPartnerRole

A link to the document on the Collaborate Site. Required in Email Templates when sharing documents via New Collaborate.

In FYI:
{{ DocumentAttachmentLinks }}

Word/Excel:
DocumentAttachmentLinks

The date on which a document was created.

In FYI:
{{ DocumentCreatedDate }}

Word/Excel:
DocumentCreatedDate

The name of the document in FYI

In FYI:
{{ DocumentFileName }}

Word/Excel:
DocumentFileName

The unique identification number for the document within FYI.

In FYI:
{{ DocumentReferenceNumber }}

Word/Excel:
DocumentReferenceNumber

The address for user that sent the email.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ AuthorAddress }}

The author's Email Address

In FYI:
{{ AuthorEmail }}

The Mobile Phone number for the sender of the email.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ AuthorMobile }}

The name of the user that sent the email.

In FYI:
{{ AuthorName }}

The phone number for the user that sent the email.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ AuthorPhone }}

The qualifications for the user that sent the email, as per the User Settings in FYI e.g. ACCA, CIMA, CPA.

In FYI:
{{ AuthorQualifications }}

The role of the email sender as per the User Settings in FYI, for example, Accountant.

In FYI:
{{ AuthorRole }}

The address for user that created the document.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ OwnerAddress }}

Word/Excel:
OwnerAddress

The document creator's Email Address

In FYI:
{{ OwnerEmail }}

Word/Excel:
OwnerEmail

The Mobile Phone number for the creator of the document.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ OwnerMobile }}

Word/Excel:
OwnerMobile

The name of the user that created the document.

In FYI:
{{ OwnerName }}

Word/Excel:
OwnerName

The phone number for the user that created the document.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ OwnerPhone }}

Word/Excel:
OwnerPhone

The qualifications for the user that created the document, as per the User Settings in FYI e.g. ACCA, CIMA, CPA.

In FYI:
{{ OwnerQualifications }}

Word/Excel:
OwnerQualifications

The role of the document creator as per the User Settings in FYI, for example, Accountant.

In FYI:
{{ OwnerRole }}

Word/Excel:
OwnerRole

In FYI:
{{ TriggerInvoiceDueDate }}

In FYI:
{{ TriggerInvoiceInvoiceDate }}

In FYI:
{{ TriggerInvoiceAmount }}

In FYI:
{{ TriggerInvoiceAmountIncludingTax }}

In FYI:
{{ TriggerInvoiceAmountOutstanding }}

In FYI:
{{ TriggerInvoiceAmountTax }}

In FYI:
{{ TriggerInvoicePaidAmount }}

In FYI:
{{ TriggerInvoiceNumber }}

Calculates all current WIP associated with the job.

Available with the Create Invoice automation step.

In FYI:
{{ TotalWIP }}

Aggregate total cost of all disbursements for the job (available for Billing and Standard Jobs only).

Available with the Create Invoice automation step.

In FYI:
{{ TotalDisbursement }}

In FYI:
{{ TriggerTimeEntryBillableAmount }}

In FYI:
{{ TriggerTimeEntryEntryDate }}

In FYI:
{{ TriggerTimeEntryHours }}

In FYI:
{{ TriggerTimeEntryName }}

In FYI:
{{ TriggerTimeEntryQuantity }}

In FYI:
{{ TriggerTimeEntryWriteOnOff }}

Selects the user, for example, when assigning a task.

In FYI:
{{ ExecutionInitiatorUserUser }}

The user's address.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ ExecutionInitiatorUserAddress }}

The user's email address.

In FYI:
{{ ExecutionInitiatorUserEmail }}

The user's mobile number.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ ExecutionInitiatorUserMobile }}

The user's name.

In FYI:
{{ ExecutionInitiatorUserName }}

The user's phone number.

This is maintained in the integrated practice management solution e.g. Xero Practice Manager.

In FYI:
{{ ExecutionInitiatorUserPhone }}

The user's qualifications, as per the User Settings in FYI e.g. ACCA, CIMA, CPA.

In FYI:
{{ ExecutionInitiatorUserQualifications }}

The user's role within the practice, as per the User Settings in FYI, for example, Accountant.

In FYI:
{{ ExecutionInitiatorUserRole }}

Used to select the existing Document Name, for example when altering a document and adding additional content to the end of the file name.

Available with the Alter Document step.

In FYI:
{{OriginalFileName}}

The amount of the estimated refund that is payable or refundable.

In FYI:
{{ TaxEstimatedPayableRefundable }}

Word/Excel:
TaxEstimatedPayableRefundable

The amount of the estimated income tax.

In FYI:
{{ TaxEstimatedIncome }}

Word/Excel:
TaxEstimatedIncome

The amount of the income tax.

In FYI:
{{ TaxIncome }}

Word/Excel:
TaxIncome

The amount of the variance from the estimate of the income tax.

In FYI:
{{ TaxIncomeVariance }}

Word/Excel:
TaxIncomeVariance

The date it was issued by the ATO.

In FYI:
{{ TaxIssue }}

Word/Excel:
TaxIssue

The date it was logged to the ATO.

In FYI:
{{ TaxLodgement }}

Word/Excel:
TaxLodgement

The date the refund is payable.

In FYI:
{{ TaxPayableDate }}

Word/Excel:
TaxPayableDate

The amount of the refund that is payable or refundable.

In FYI:
{{ TaxPayableRefundable }}

Word/Excel:
TaxPayableRefundable

The amount of the variance from the estimate of the amount payable or refundable.

In FYI:
{{ TaxPayableRefundableVariance }}

Word/Excel:
TaxPayableRefundableVariance

The From date of the period.

In FYI:
{{ TaxPeriodFrom }}

Word/Excel:
TaxPeriodFrom

The To date of the period.

In FYI:
{{ TaxPeriodTo }}

Word/Excel:
TaxPeriodTo

The state of the tax submission, that is, Draft, Filed, Completed.

In FYI:
{{ TaxState }}

Word/Excel:
TaxState

The Tax Type code.

Refer to Using Advanced Tax-Related Merge Fields for a list of tax codes.

In FYI:
{{ TaxType }}

Word/Excel:
TaxType

The most recent dataset of the relevant client.

Merge Fields can be customised to select a specific year. Refer to Using Advanced Tax-Related Merge Fields. 

In FYI:
{{ TaxYear }}

Word/Excel:
TaxYear

The Year displayed in the Client - Corporate Affairs tab.

In FYI:
{{ ComplianceYear }}

Word/Excel:
ComplianceYear

The From Period for documents imported through the Client Ledger Reports AutoFile process.

In FYI:
{{ ReportPeriodFrom }}

Word/Excel:
ReportPeriodFrom

The To Period for documents imported through the Client Ledger Reports AutoFile process.

In FYI:
{{ ReportPeriodTo }}

Word/Excel:
ReportPeriodTo

The Year for documents imported through the Client Ledger Reports AutoFile process.

In FYI:
{{ ReportYear }}

Word/Excel:
ReportYear

The Signature Merge Field is automatically detected as a placeholder where the recipient must sign. This does not show the sender's signature.

When sending documents for signature via Annature, you must ensure the document you send has the Signature Merge Field included. Refer to Digital Signatures using Annature.

Note: This Merge Field must be inserted without spaces between the brackets e.g. «Signature»

Word/Excel:
Signature

The client's Annual Review Date as per NowInfinity.

In FYI:
‍{{ ClientNowInfinityDateOfAnnualReview }}

The client's Due Time Date as per NowInfinity.

In FYI:
{{ ClientNowInfinityDateOfDueTime }}

The client's Date of Registration as per NowInfinity.

In FYI:
{{ ClientNowInfinityDateOfRegistration }}

The client's Debt Now Due value as per NowInfinity.

In FYI:
{{ ClientNowInfinityDebtNowDue }}

The client's status, for example, Deregistered, as per NowInfinity.

In FYI:
{{ ClientNowInfinityStatus }}

The client's total outstanding as per NowInfinity.

In FYI:
{{ ClientNowInfinityTotalAmountOwing }}

The client's Annual Review Date, as per BGL.

In FYI:
‍‍{{ ClientBglAnnualReview }}

The Company Class as per BGL.

In FYI:
{{ ClientBglCompanyClass }}

The client's Company Type, as per BGL.

In FYI:
{{ ClientBglCompanyType }}

The date the client was incorporated, as per BGL.

In FYI:
{{ ClientBglIncorporationDate }}

In FYI:
{{ ClientBglJurisdiction }}

The Registered information for the client, as per BGL.

In FYI:
{{ ClientBglRegistered }}

The client's Registration State, as per BGL.

In FYI:
{{ ClientBglRegistrationState }}

The client's Accounting Reference Day, as per Companies House.

In FYI:
‍{{ ClientCompaniesHouseAccountingReferenceDay }}

The Accounting Reference Month, as per Companies House.

In FYI:
{{ ClientCompaniesHouseAccountingReferenceMonth }}

The Company Next Due, as per Companies House.

In FYI:
{{ ClientCompaniesHouseCompanyNextDue }}

The client's Company Status, as per Companies House.

In FYI:
{{ ClientCompaniesHouseCompanyStatus }}

The client's Company Year End Date, as per Companies House.

In FYI:
{{ ClientCompaniesHouseCompanyYearEndDate }}

The Confirmation Last Field, as per Companies House.

In FYI:
{{ ClientCompaniesHouseConfirmationLastField }}

The Confirmation Statement Due, as per Companies House.

In FYI:
{{ ClientCompaniesHouseConfirmationStatementDue }}

The client's Country, as per Companies House.

In FYI:
{{ ClientCompaniesHouseCountry }}

The client's Jurisdiction, as per Companies House.

In FYI:
{{ ClientCompaniesHouseJurisdiction }}

The client's Locality, as per Companies House.

In FYI:
{{ ClientCompaniesHouseLocality }}

The Next Accounts Due, as per Companies House.

In FYI:
{{ ClientCompaniesHouseNextAccountsDue }}

The client's Postal Code, as per Companies House.

In FYI:
{{ ClientCompaniesHousePostalCode }}

The client's Region, as per Companies House.

In FYI:
{{ ClientCompaniesHouseRegion }}

The Registered Office Is In Dispute, as per Companies House.

In FYI:
{{ ClientCompaniesHouseRegisteredOfficeIsInDispute }}