Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
The FYI Integration with FeeSynergy, a leading debtor management and automated payment platform.
This integration is available to practices in Australia and New Zealand on the Pro or Elite plan. For more information, visit feesynergy.com.au or book a demo to see the integration in action.
Features of the Integration
Using the integration, practices will be able to easily synchronise engagements from FeeSynergy Collect into FYI, ensuring documents remain centrally stored against clients and accessible when needed.
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Engagement and Direct Debit Authority Sync: Documents are automatically synchronised from FeeSynergy Collect into FYI once approved by the Client Partner.
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Filing Defaults: Select a default Cabinet and Categories, ensuring that documents are consistently filed according to the practice requirements.
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Client synchronisation: Clients are synchronised from FYI to FeeSynergy, and matched with Xero using the Contact Number details, keeping client lists aligned.
- Historical Data Upload: Historical engagements can be uploaded as a one-time sync by the FeeSynergy team during implementation, ensuring all documents are filed in FYI from the beginning.
Connecting FeeSynergy to FYI
Step 1 - Obtain the Access Key ID and Access Key Secret from FYI
- In FYI, click the Automation menu option.
- Click on the Apps tab.
- Locate the FeeSynergy app, and click the cog icon.
- Click Create new secret. This will generate a new Access Key ID and Secret Key used to connect to FYI.
- The Access Key Secret and Secret Key ID will be displayed. Click the clipboard icon next to each code to copy and paste it to a secure location, for example, a vault.
Important: You will only be able to view the Secret key the first time this window is displayed. If the Key is required again, you will need to disconnect your integration and request a new Key before you reconnect your integration.
The AutoFile defaults can be disregarded for this integration.
Step 2 - Adding the FYI Access Key and Access Key Secret to FeeSynergy
The FeeSynergy team will assist with connecting to FYI, including entering your connection information. Please provide the required details when requested.
Using the FeeSynergy Integration
For more information on using the FeeSynergy integration, visit feesynergy.com.au or book a demo.