This webinar showcases our latest features, from smarter automations and streamlined document sharing to advanced tools for time and invoicing. Plus, a look at the product roadmap, including a special spotlight on the upcoming Non Proportional WIP feature for FYI Elite.
You can watch the full recording here:
What's New across FYI
4:00: We’ve added more relative filtering for your Jobs and Client lists for number and decimal type fields, allowing you to filter by Greater than or Equal to, Less than or Equal to, Between, Equals, and Does not equal.
4:45: Introducing the new Clear button for selected fields when using Bulk Update or configuring an Automation Process for Clients or Jobs. This allows practices to efficiently remove outdated or incorrect information without having to manually clear each field. When this Clear option is selected and the update or automation is run, any existing values in the field will be removed. This can be especially useful for maintaining clean, accurate data when transitioning responsibilities or updating outdated job information.
In addition, the Merge Field Editor in Automations now includes a new option for fields that support clearing. When a Merge Field returns blank data at runtime, users can now choose to either retain the existing value or clear it automatically. This gives practices greater control and flexibility over how fields are updated based on dynamic data. Take a look at some examples here Editing Jobs using Bulk Update and Process Step Details - Creating and Updating Jobs.
5:30: We've enhanced sharing protections for files that are being edited, to ensure that recipients always receive the current version of a document. The Share and Share - No Email options will be disabled when using a list to select documents currently being edited, including co-edit. A message will display when users hover over the disabled button, explaining that the document needs to be finished editing before being able to send.
6:14: New warning messages for underlying process steps can now be viewed in Automation Process History. An exclamation mark icon is now displayed in the Status column next to the Status name, and a new Warning button in the Automation Process History toolbar can be used to filter the list to display only processes with warnings. This update is available from Automation - History, the History tab within an individual Automation, and the Client, Job, and Employee workspaces.
6:52: New Practice Activity details are now available for Custom Field syncing errors, for example, when the values do not match the Custom Field values in FYI and your Practice Management app. Allowing practice's visibility to action and remedy as soon as possible – reminder if you haven’t already to import and activate the Practice Activity Alert Automations so the system automatically alerts specified users when required and nothing is missed.
What's New for FYI Elite
7:45: The new Calendar Time Entry feature is now available, check out the new ways you can record and manage your timesheets with Elite.
10:00: When deleting submitted Time and Disbursements from Time lists, the entries are not permanently removed from FYI. Deleted entries can be viewed by clicking the Unhide Deleted Timesheets button in the Time list toolbar, and if required, restored using the new Restore button. Values from deleted time and disbursement entries are excluded from WIP calculations.
Note: Draft, In Progress, and Interim time entries will be permanently deleted and cannot be restored.
12:12: When viewing an Invoice Document, we have improved the message displayed in the Activity section of the Invoice Drawer. The message will include additional details of the change, the time and date, and the user who made the change, giving you more visibility and audit history for your invoices.
13:25: Practices can now automatically attach Invoices and Credit Notes to emails using the Create Email step in an Automation Process. Please note that the invoice or credit note must have been assigned an invoice or credit number to generate the PDF document used to attach to the email. We recommend setting up a dedicated Invoice view, filtered by Invoice Status and any other relevant criteria, to ensure only invoices that are ready to send are attached.
15:20: We’re excited to release the new Team Productivity Beta, available to users with permissions to access Employees. This introduces a Home – My Team tab that lists key employee metrics, helping users spot variances and follow up to ensure accurate time recording. Metrics displayed for each employee include Actual Hours, Expected Hours, and Productivity percentages. To request access, please contact support.
17:25: We’re also introducing new capabilities for grouping Time and Invoice lists by date and extending the grouping limit to allow you more options to review and analyse your data. To request access, please contact support.
More Integrations, Support & Education
20:37: We continue to expand and deepen your app stack connections, enhancing the Zapier integration for stronger client matching, and Active by Business Fitness now synchronises your client and user data with FYI.
21:00: Introducing two new integrations:
- Seamlss, allowing practices to automatically synchronise documents to FYI generated by client engagements.
- Dashboard Insights, providing visual dashboards and reports for your practice data.
21:23: We continue to expand our education resources and experiences for our practices.
We've introduced a new complimentary Automation Lounge service. This is a dedicated weekly space with a consultant to talk all things automation for your practice.
Just a reminder, we're here to support you to get the most out of FYI with our consulting services. Simply submit your request and our team will be in touch.
What's Next
24:05: Rob, our CEO and Co-Founder, gives you a look into several exciting features on our horizon.
27:02: We give a sneak peek into the Non Proportional WIP feature coming soon for our Elite practices, giving you flexibility to write on or off time when invoicing your clients.
To stay up to date on future releases and other important updates, sign up to our Champion list.