This 45-minute webinar showcases our latest features, including insight into our functionality for Automations, a look at the product roadmap, and a special spotlight on the highly anticipated Forms feature.
You can watch the full recording here:
For those short on time, below is a quick recap.
What's New across FYI
4:00: Discover the latest updates to the Client Workspace, including easier contact maintenance, and more visibility for Custom User Roles now located on the Summary tab.
5:30: We've listened to your feedback and released the ability to group your Job List by Custom User Role fields, such as Accountant, for quick visibility of job distribution across those users.
5:57: Email Custom Fields are now accessible in the Create Email drawer, making it even easier to select the correct email for corresponding with your clients.
6:37: Take a look at the enhancements to Collaborate, including the ability to customise the display name for your client in Collaborate and the new Collaborate App setting to Retain Uploads.
8:23: The first of four new Automation enhancements we've released this quarter, Finish Co-edit, gives you the ability to automatically finish co-editing documents across users and clients. And we take a look at the Unshare Document step, allowing you to automatically stop sharing documents with clients in Collaborate.
10:05: We've extended the Merge Field capability for Manager and Partner fields in Automations, allowing you to assign these users with data from prior steps in your Automations.
What's New for FYI Elite
12:15: Discover the new Calendar Time Entry feature, currently in Beta. If you'd like early access to this exciting feature, you can get in touch with us here. Please note that enabling this feature will temporarily disable the Grouping option in My Time. Grouping will return to My Time alongside Calendar in a future release.
14:21: Further enhancing the Time & Invoice list functionality, the group by Custom User Role is available.
15:04: A look at our new Update Time/Disbursement Step for Automations, allowing you to automate time and disbursement management wherever possible.
16:14: More list capabilities for your Job, Time and Invoice Lists, offering Greater than and Less than filters so you can access important information more efficiently.
17:00: We've refined the WIP calculation for your Billing and Workflow jobs, removing WIP from any Cancelled or Archived job state workflow jobs for an accurate representation of true WIP.
17:41: We've also listened to your feedback to give you better internal collaboration tools and edit functionality for Invoices, with new Comment visibility on your Invoice Lists, including the much-loved Last Comment column available for Jobs, now also available for Invoices. In addition, we've brought more flexibility to editing invoices with the new Unlock functionality to make any adjustments you may need to eligible fields.
20:00 An overview of the key changes made to Master Report Templates, and a reminder to review and update your Report templates with these changes where relevant.
More Integrations, Support & Education
21:37: We continue to expand and deepen your app stack connections, enhancing the Now Infinity import capabilities and contact syncing for MYOB AE/AO practices.
22:08: Introducing our newest integration. Connectworks, helping our New Zealand practices automatically import documents relating to the governance of an entity.
22:22: We continue to expand our education resources and experiences for our practices.
We've introduced a new Elite Best Practice service for those who need an extra helping hand to get the most out of the Elite Plan. For those interested in upgrading, we have Elite Onboarding Services to suit your requirements.
We continue to expand our Automations Library, with the most notable new automation this quarter being the Company Annual Review Job, helping you to automate your annual review process for companies you're the agent for.
What's Next
24:43: Rob, our CEO and Co-Founder, gives you a look into several exciting features on our horizon.
29:43: We give a sneak peek into the new Forms feature coming soon for our Elite practices and as an additional add-on module for our Intermediate and Pro practices.
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