This 45-minute webinar showcases our latest features, including insight into our new Run from List functionality for Automations, a look at the product roadmap, and a special spotlight on the new Client Birthday Automation.
You can watch the full 45-minute recording here:
For those short on time, here is a quick recap.
What's New across FYI
4:00: Discover the latest updates to Lists, allowing for better performance and seamless filtering across all of your workspaces in FYI.
4:50: We discuss the new activity and alerts available when syncing jobs with Xero Practice Manager. For more, refer to Practice Activity.
4:43: We've listened to your feedback and released small but high-impact enhancements to Tasks, including the ability to select Unassigned from the Assignee drop-down, and assign a Delegator when deploying Tasks from Automations. In addition, the Start Date now populates with the date the Task was created by the automation.
8:00: Take a look at the enhanced Update Client step for Automations, with additional client fields now available to update via the Automation Step and using Bulk Update in Client Lists. This is available to practices on the Elite plan and those with FYI as Primary enabled. Refer to Process Step Details - Creating and Updating Clients and Clients Bulk Update.
FYI as Primary is currently in Beta for our Pro Plan practices. This feature allows you to nominate FYI as the point of truth for client information, allowing you to create, edit, and maintain clients directly in FYI. If you'd like to join the Beta, refer to Join the FYI Beta Program. For more, refer to Enabling FYI as Primary Source for Client Data.
9:15: One of our favourite releases for the quarter is the ability to Run Automation from List, giving you more flexibility to select Clients, Jobs, or Documents to run your Automations on demand. Refer to Announcing the Run From Lists feature for Manual Automation Processes.
13:00: We've provided more visibility for sharing settings when sharing files using Collaborate. The folder where documents are uploaded can now be found on the Collaborate tab for the Client by clicking Sharing Settings. When documents are shared across a client group via Share - No Email, they will be uploaded to the respective folder for the entities. Refer to Client Collaborate and Sharing Documents with Clients and External Users.
What's New for FYI Elite
14:53: We've listened to your feedback and added a Status function to Job Templates, allowing you to set up draft job templates in FYI for an enhanced onboarding workflow and experience. For more, refer to Create Draft Job Templates.
16:00: Further enhancing the onboarding experience to Elite, we've introduced the ability to convert Standard Jobs to Workflow jobs using bulk update in the Job List, or via Update Job in Automations. For more, refer to Converting Standard Jobs to Workflow Jobs.
17:45: Our all-new Automation step, Create Time, allows you to automate timesheet entries across the team. For more refer to Process Step Details - Create Time.
More Support & Education
21:05: We continue to expand our education resources and experiences for our practices.
We've improved the navigation of our Help Centre so you can find information faster, with dedicated categories such as feature guides, troubleshooting and frequently asked questions.
We also released more Learning Paths, designed to offer a predefined series of courses, videos, and resources. Refer to Learning Paths.
21:45: A new Automation Recipe for Client Birthdays is now available. We walk you through this highly requested Automation so you can automatically email your clients on their birthday each year.
What's Next
33:15: Rob, our CEO and Co-Founder, gives you a look into several exciting features on our horizon.
39:50: We give a sneak peek into the new Calendar Time Entry feature coming soon for our Elite practices.
41:36: Rob reflects on all things FYI for 2024.
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