Take a look at this month's new features, enhancements, and resolutions.
8.05.2025
New
- We're excited to announce two new integrations available to practices in Australia and New Zealand:
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Dashboard Insights - available to practices on the Elite plan only. Practice management data from FYI is synchronised to Dashboard Insights, providing visual dashboards and custom reports for more informed and proactive decision-making. Refer to Announcing the new integration with Dashboard Insights.
- Seamlss - allowing practices to automatically synchronise documents to FYI generated through client engagements for seamless document management. Documents will be filed to the selected default cabinet and categories, reducing the need for manual handling. The Seamlss integration is available to practices subscribed to the Pro or Elite plan. Refer to Announcing the new integration with Seamlss.
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Dashboard Insights - available to practices on the Elite plan only. Practice management data from FYI is synchronised to Dashboard Insights, providing visual dashboards and custom reports for more informed and proactive decision-making. Refer to Announcing the new integration with Dashboard Insights.
Enhancements
- When editing Custom Fields in Practice Settings, changes will be saved automatically. The Save and Cancel buttons have been removed from the drawer accordingly. Refer to Managing Custom Fields.
- We have improved the My Settings - Status tab to replace the green exclamation marks with checkmarks, making it easier to identify which items require attention. A green tick will be displayed for each item that has been configured successfully. Refer to Individual Settings and Status.
- We have improved the Task Views for practices starting a new trial, with the displayed Columns and Filters customised to provide the most useful information for users. Existing practices will not be impacted by these changes. Refer to Using the Tasks Lists.
- For practices using the Automation Process CSV Data Import (Beta), we now support True/False and Yes/No fields when importing data using Merge Fields in an Automation Step, for example, "Checkbox" Type Custom Fields. Please note that if a Merge Field is not available, the data cannot be imported for that field. Refer to Automation Process CSV Data Import (Beta).
- For practices on the Elite plan:
- To simplify invoice management, the Invoices tab has been removed from the Workflow Job workspace. All related invoices are displayed under the Invoices tab of the associated Billing Job. Refer to Searching for Invoices.
- We have introduced the Task icon to Invoices lists, and will be displayed when a task has been added to an Invoice. The Task icon will also display the number of outstanding tasks in red. Refer to Using the Invoice Lists.
- To simplify invoice management, the Invoices tab has been removed from the Workflow Job workspace. All related invoices are displayed under the Invoices tab of the associated Billing Job. Refer to Searching for Invoices.
Resolutions
- For practices integrated with Xero Practice Manager, relationships will continue to be displayed on the Client - Relationships tab for archived clients.
- For practices integrated with IRIS via Practice Sync, budget values will be retained in FYI after a sync has been performed.
- We have resolved an issue when creating, replying or forwarding an email in FYI when the message body was too large, for example, where signature images were larger than 10MB. Please note that it is recommended to optimise your images to reduce the email file size.
- When using the right-click menu on Lists, we have removed the Ctrl+C keyboard shortcut as this function is no longer available. Click the Copy button in the pop-up menu to copy an item from the list.
- For practices integrated with FuseSign, when sending multiple documents for signing, the order in which the documents are selected will be retained in the signature app.
- For practices on the Elite plan and integrated with Xero Practice Manager, the 'Open in PM' button has been removed from Time lists. When FYI is enabled as PM, time entries are maintained directly in FYI.