Take a look at this month's new features, enhancements and resolutions.
19.12.2025
Resolutions
- For practices integrated with Xero Practice Manager, due to an update to the XPM API for Client Custom Field Values, any changes made to Client Custom Fields in XPM will only be synchronised if there are also updates to the Client Details, or if a change made in FYI triggers a bi-directional sync. For example, Custom Field values will sync when the Client Partner field is changed. All Client Custom Field values will be synchronised during the weekend overnight sync, regardless of the source of the change in XPM. Refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager.
For practices on the Elite plan:
- We have resolved an issue where interim invoice entries were duplicated after an invoice was approved and payment was synced from Xero. Interim entries are now retained correctly, ensuring amounts are not duplicated when invoices are paid and synced back to FYI.
18.12.2025
New
- We’re excited to announce the release of the FYI Support Assistant, an AI-powered tool trained on our extensive Help Centre content. Users can chat with the Support Assistant to access clear, relevant information and help resolve queries. If users choose to contact the Support Team, the chat history and the relevant client or job are included automatically. Additional context can be provided by uploading screenshots, or recording a loom video. The Support Assistant can be accessed by clicking the Support Request button in FYI. Refer to Announcing the new FYI Support Assistant.
Enhancements
For practices on the Elite plan using Forms (Beta):
- Form Templates now support rules that dynamically control how fields are displayed when a form is completed. Using the Rules Builder, practices can define conditions and actions to show or hide individual fields, groups or panels within a form. Rules are managed per Form Template and apply automatically to active and submitted forms when the template is updated. Refer to Creating and Managing Rules for Forms (Beta).
- We have introduced additional Same as Physical Address, Company Number, Business Number and Balance Month FYI fields to the Forms Builder. Practices can now add these fields to their Form templates, to assist in confirming additional information from their clients. Refer to Creating Forms Templates (Beta).
08.12.2025
Enhancements
- We have improved the performance of the Custom Fields Management feature, now enabled for all practices integrated with Xero Practice Management. This includes the functionality to automatically rename new Custom Field definitions where the name matches a Custom Field definition already in FYI, and automatically recreate deleted Custom Field definitions. For FYI Admins, the Practice Settings Custom Fields list has been updated with a new column, XPM ID, which can be added to the list. In addition, a new Open in PM button is now available in the Custom Field drawer to open the Custom Field settings in Xero Practice Manager. Refer to Optimised Custom Fields Management.
04.12.2025
New
- For practices on the Elite plan, we’re excited to announce Non-Proportional WIP Allocation when creating and editing invoices. This gives practices greater control when managing billing adjustments across jobs and team members.
When creating an invoice, users can now manually allocate the Invoiced Amount and Write On/Off values for each WIP entry. In addition, FYI Admins and users assigned to a User Group with permissions enabled for Employees can also create System Write On/Offs to capture internal adjustments without impacting staff, for example, goodwill discounts, and training or mentoring time.
We've also introduced the ability to enter simple formulas to calculate values, and added the ability to group WIP entries by user using Row Groups for quicker review. Refer to Announcing Non-Proportional WIP Allocation.
Enhancements
- For practices integrated with APS, CCH, IRIS or MYOB, we have continued to enhance the synchronisation of client records. Any tax numbers with invalid characters, such as symbols or spacing, will now be ignored. The tax number will still sync to FYI, and the invalid characters will be removed. Note that for APS and MYOB, only numerical values will synchronise, and for IRIS and CCH, both numerical and letter values will sync. Refer to the individual integration articles for details on the synchronised fields for each system.
- For practices upgrading to the Elite plan with FYI as the Practice Management source, we’ve refined the process for selecting a Migration Date in the Practice Ledger app. The Sync Invoices button is now hidden to avoid confusion. After selecting a Migration Date, users must click "Finish" to begin synchronising invoices and credit notes from that date. A new message will also remind users that invoices will continue to synchronise automatically overnight. Refer to Configure the Practice Ledger to select a Migration Date.
- For practices on the Elite plan using Forms (Beta) with New Collaborate configured, Forms can now be securely shared with clients. When forms are shared either manually or through process steps, the form link will be uploaded directly to the Client Folder, eliminating the need for email attachments and ensuring forms are shared securely. Existing Form Attachment Links and Document Attachment Link merge fields continue to be supported when sharing Forms. Refer to Sharing Forms using New Collaborate (Beta).
Resolutions
- We have resolved an issue where the Billing Job Budget was not recalculated when changing the Job State Type to or from the archived or cancelled types. Budget values have been recalculated for all impacted Billing Jobs to ensure the correct Budget value is now displayed.
- When running an Automation process using a Merge Field to insert client address fields, the "Street City" Merge Field will now display the correct information from the Physical Address, instead of the Postal Address details.
- We have resolved an issue that prevented Sample Templates for documents from populating the Template Name field.
- For practices based in the UK, we have updated the Companies House integration so the "Confirmation Last Field" Merge Field displays the date from the Last Made Up To field, instead of the Next Made Up To date.
- We have resolved an issue where performing a Bulk Export via AWS was taking longer than expected to process. The export process has been optimised to run reliably without intervention.
- For practices performing an FYI to FYI migration, the exported report.csv file now maintains consistent formatting across all rows, ensuring that the import to the new practice is successful.
- For practices migrating from Practice sync to Xero Practice Manager (Beta), all custom fields with a source FYI will be synchronised to XPM.
For practices integrated with Practice Sync:
- We have improved the performance of the FYI Practice Sync app to reduce the risk of encountering Memory Exception errors.
- When synchronising clients, if an error occurs due to missing information, the error displayed in Practice Activity now includes more detail to help users identify which clients were affected.
For practices on the Elite plan:
- We have resolved an issue where the Update Time drawer displayed “No Job selected” for jobs with a Job State that has Lock Time & Disbursements enabled. The correct job will now be displayed in the Job field.
- When viewing Home - My Team or the My Time - Productivity Dashboard, the Productivity Variance column will display “-%” for users whose hours for the week are entirely Capacity Reducing, for example, annual leave. These values are treated as zero, and sorting the column in ascending or descending order will place these rows at the end of the list.
- When using AutoTime to automatically create a time entry after completing a task, the time entry date will be based on the server time, depending on the practice location: AEST or GMT.
- When previewing an Invoice in FYI, the invoice will now display any changes made in Xero once those changes have been synchronised to FYI.
- We have resolved several issues when creating Invoices:
- After selecting specific WIP entries in the Add Time window, any selected entries will remain ticked when filtering WIP.
- When deselecting a job in the invoice drawer or removing entries in the Add Time window, the invoice drawer will now display the correct current WIP balances rather than showing zero or outdated amounts.