The FYI team finished off the first quarter of 2026 introducing new integrations to support compliance and client communication, along with enhancements to integrations, invoicing, reporting, automation and practice management.
We welcomed three new integrating partners to the FYI ecosystem in March, bringing added efficiencies to practices managing compliance and client communication:
- The integration with Cradle brings cloud-based phone capabilities into FYI, allowing your team to make and receive calls from anywhere while automatically capturing client interactions. Calls are matched to Client and contact phone numbers, with Phone Call Records created and filed automatically in FYI, including call transcripts. For example, when speaking with a client, the conversation can be recorded and automatically filed to the Client without any manual steps, helping ensure a complete and auditable record of advice provided. Refer to Integration with Cradle.
- For Australian practices managing ASIC compliance, the integration with Waive ensures that company documents such as Annual Reviews, invoices, and company changes are automatically synchronised into FYI. Companies are matched using the ACN, removing the need for duplicate data entry. This is particularly useful for practices managing large company registers, where ensuring that ASIC correspondence is consistently filed against the correct client. Refer to Integration with Waive (Australia Only).
- The GovReports integration supports practices managing tax lodgements and compliance. Documents and lodgement records can be synchronised directly into FYI, with real-time status updates reflected in GovReports. Clients can also be bulk imported into GovReports using ABN or TFN matching. For example, when lodging multiple IAS or BAS statements through GovReports, the corresponding documents and statuses can be selected and filed to the Client in FYI, reducing the need to manually track lodgement progress across systems. Refer to Integration with GovReports (Australia only).
For practices integrated with Xero Practice Manager (XPM) several enhancements were made to this integration to provide greater control and improved data synchronisation:
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Custom Field synchronisation now supports a bi-directional sync when FYI is set as your primary source for Client Maintenance. Changes made to these fields in XPM will synchronise back to FYI when updates occur to Client or Job details, or during scheduled sync processes. This ensures key data remains consistent across both platforms. Refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager.
In addition, due to the improvements with Custom Field synchronisation, the previous manual sync option has been removed. The sync frequency will depend on your Practice Settings, reducing the need for manual intervention.
- Practices can now also permanently disconnect from XPM, after which FYI will become the primary source for Jobs, Clients, Users, Custom Fields, and Time entries. This is particularly beneficial for practices transitionally fully to Elite and FYI for practice management. Care should be taken when deciding to disconnect from XPM, to avoid the risk of accidental disconnections, which can lead to data inconsistencies or duplication of data and where XPM specific features will no longer be available. Refer to Disconnecting Xero Practice Manager.
Email AutoFile was the focus for this month with the Activity section of the Email Drawer now providing you with clearer insights into how emails have been filed. This includes whether Filing Defaults were applied, whether the email was sent to an In Tray for review, or whether it was excluded by specific AutoFile rules. This ensures that users have a clear understanding of how and why an email was filed helping you maintain confidence in your AutoFile rules. Refer to Understanding AutoFile Activity on an Email.
To help manage automation processes more efficiently, the Automation Processes List View now supports sorting across specific columns. This allows you to organise and locate automation processes more easily, for example, sorting by name. Refer to Automation Processes.
For practices in the UK who are integrated with CCH, improvements have been made on how job status are synchronised when using milestones to support mor accurate data synchronisation. Where no milestone exists in CCH, the Assignment status will now determine whether a job is synchronised as Open or Closed in FYI, ensuring job statuses remain consistent between both platforms. Refer to Synchronising Clients, Users and Jobs with CCH Central (United Kingdom only).
Wrapping up the month for practices who are on the Elite plan, several new features were introduced designed to improve reporting, time management and invoicing.
Two new User Group permissions are now available for time management. The Move Timesheets permission allows users to user Bulk Update to edit the Client and Job fields on submitted time entries, which can be useful if time has been incorrectly recorded against the wrong client or job. The Practice Time permission provides access to a Practice - Time list of both chargeable and non-chargeable time, giving greater control over who has visibility of all time across the practice. It is important to note that users with View Timesheets permission will only be able to view chargeable time in other areas of FYI, such as Client and Job workspaces. Refer to Managing User Groups.
Users with Templates permission can now convert reports into reusable templates using the Convert to Template option in Documents lists. This allows practices to standardise reporting formats, for example creating a consistent set of management reports. When converted, the report data is removed and saved as a draft report template, ready for review. Refer to Converting Excel Reports to Templates.
Several enhancements were made to Invoicing, including:
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The introduction of Mixed Invoices, allowing time, disbursements and interim amounts to be combined on a single invoice. For example, a practice can bill for current quarter compliance work while also including an upfront fee for the next quarter’s services, all within one invoice.
The Show All Jobs option in the Create Invoice drawer allows jobs without recorded time to be included, supporting scenarios where future work is billed in advance. Refer to Adding an Interim Amount.
- Practices can now select a WIP Date when creating invoices, either manually or through automation. This allows you to include time entries up to a specific date, which is particularly useful when preparing invoices for a defined billing period. For instance, when raising December quarter invoices in January, selecting a WIP Date of 31 December ensures that only the relevant quarter’s work is included, with January time carried forward. Refer to Create a Progress, Final or Disbursement Invoice.
- A new Theme field is now available when creating or updating invoices manually, allowing practices using multiple Xero Invoice Templates to select the appropriate format. For example, a practice may choose a summarised invoice format for fixed-fee compliance work, while using a more detailed, itemised format for advisory or project-based billing. If no Theme is selected, the default Xero theme will be applied when the invoice syncs to Xero. Refer to Create a Progress, Final or Disbursement Invoice and Create an Interim Invoice.
For full details on this month's new features, enhancements and resolutions refer to March 2026 Release Notes.