Take a look at this month's new features, enhancements and resolutions.
23.04.26
New
- We’re excited to announce a new integration with Zato, a platform for practices in Australia and New Zealand that automates key accounting workflows, including workpapers, journals, and reconciliations.
The integration allows practices to synchronise clients, jobs, and documents between FYI and Zato, supporting compliance and audit readiness.
Refer to Announcing the integration with Zato (Australia and New Zealand only).
For practices on the Elite plan where FYI is the Practice Management source:
- We have introduced the ability to update the Time Type field when performing a Bulk Update, allowing multiple time entries to be updated at once. Time Type can be changed from Chargeable to any Capacity Reducing or Non-Productive type. When updated, job recalculation will run automatically to ensure job financials are updated, and the change is recorded in the activity log. Note that any Interim and Disbursement entries selected, will be excluded from the update, as these cannot be changed from a chargeable time type. Refer to Time and Disbursements Bulk Update.
Enhancements
- We have enhanced the Xero Practice Manager integration to include an automatic retry function for manual and overnight client syncs when new clients cannot be created due to rate limiting.
Practice Activity alerts will be displayed when rate limits are reached and when the retry function successfully creates a client that previously failed. Refer to Xero Practice Manager Rate Limiting.
- We have enhanced the synchronisation of Custom Fields for practices integrated with APS. New Number Custom Fields will synchronise to FYI as Decimal Custom Fields, ensuring that decimal values (for example, 1230.50) are synchronised correctly. Practices will need to perform a Flush Cache for existing Number Custom Fields synchronised from APS to update to Decimal fields. Refer to Synchronising Clients, Matters and Users with APS (Australia & New Zealand only).
- We have improved the error messaging when specific client data cannot be synchronised, by displaying the Client Name and Client Code in the Practice Activity Details section, making it easier to identify and resolve affected clients. This applies to the following scenarios:
- For practices integrated with APS, CCH, MYOB or IRIS when a Tax, IRD or VAT number fails to sync due to exceeding the 20 character limit. Furthermore, this notification is now also limited to once every 24 hours to reduce repeated alerts. Refer to Error FYI-2269 "The Tax/IRD/VAT number exceeds the 20-character limit."
- For practices integrated with MYOB or APS, when a client cannot be found for a contact during synchronisation. Refer to Error "Cannot find matching Client for Contact" when synchronising Clients.
- The FYI Desktop App has been upgraded to .NET 10, ensuring it continues to run on secure and fully supported technology. The upgrade is applied automatically to existing practices, and no further action is required. Refer to FYI Desktop App.
For practices on the Elite plan where FYI is the Practice Management source:
- When using the Create Interim Time Entries function, existing interim time entries are now updated to reconcile with the invoice amount, rather than creating additional entries. This ensures that interim time entry totals align with invoice amounts and prevent duplicate or incorrect interim time entries. Refer to Creating Interim Time Entries.
Where the existing interim time entry cannot be updated, for example locked or invoiced, no changes are made to the entry and a message will be displayed in Practice Activity. Users can click "Read More" to assist with troubleshooting. Refer to Error FYI-2307 "Interim Invoice amount does not match the available interim total" in Practice Activity.
- Invoice synchronisation to Xero has been updated to include client contact addresses for additional client sources. This applies to clients with the source from Practice Sync, MYOB Practice Management (formerly GreatSoft) and clients created via CSV import. When invoices are synced from FYI to Xero, address updates are also applied to the Xero Contact. Refer to Synchronising Contacts, Invoices, and Client Ledger Reports with Xero Ledger.
Resolutions
- We have resolved an issue where an error occurred when opening a document with no client assigned. These documents can now be previewed correctly.
For practices on the Elite plan:
- We have resolved an issue where time entries imported using the Unbilled WIP report were not creating and assigning to a WIP Imported Inactive User and appeared as unallocated. When a user cannot be matched, a WIP Import Inactive User is now correctly created and assigned.
- When creating or updating an invoice and the same time entries are selected across multiple tabs or sessions, the selected entries are now prevented from being invoiced more than once.
- When invoices are marked as Paid in Xero without a Paid Date, the Paid Date in FYI is now set once and no longer updated on subsequent syncs.
- We have resolved an issue where updating the Invoice Issue Date in Xero of an Interim Invoice, did not update the Invoice Date of the interim time entry in FYI. When the Invoice Issue Date is changed in Xero, this is now correctly reflected as the Invoice Date on the interim time entry in FYI.
09.04.26
Enhancements
- We have made improvements to the Email AutoFile Activity messages displayed in the Email Drawer. These new activity messages will be displayed when emails are autofiled by an Automation Process or by AutoFile settings at a Template, Client, User, or Practice level. The messages will clearly display the filing rules applied. Refer to Understanding AutoFile Activity on an Email.
- The Source filter in the Documents List has been enhanced to help users easily identify documents and emails. When selecting "FYI" as the Source, new emails are not displayed. To view new emails, select one of the specific email sources below. Refer to Searching for Documents.
- FYI Calendar: Calendar events synchronised from Outlook by the Calendar Entry AutoFile Automation App. This will only apply to new meetings imported into FYI.
- FYI Automation: Items created by an Automation Process. This filter has been renamed from "Automation".
- FYI Email: Emails created in FYI. This will only apply for new emails.
- Email Prefile: Draft emails created and filed in FYI from Outlook before the email is sent.
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Outlook Email: Emails created in Outlook, including sent and received emails, that have not yet been filed in FYI. Emails will retain the source of Outlook after being filed in FYI. This filter has been renamed from "Outlook".
- We've updated the Help menu to rename the Support Request function to Support Assistant, making it easier for practices to access instant help and guidance when needed. Refer to Sending a Support Request.
- For practices integrated with Xero Practice Manager, we have enhanced the Job sync to automatically resolve invalid or missing data to ensure the sync is successful. Any updates are recorded in the Job Activity tab. Refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager.
- Blank Job Names are updated to "No Name".
- If the Due Date is earlier than the Start Date, the Due Date will be updated to match the Start Date.
- If the Due Date exceeds 30 years in the future, the Due Date will be updated to 12 months from the current date.
For practices on the Elite plan where FYI is the Practice Management source:
- New Practice Activity messages have been added when an invoice is voided in Xero for a Job in FYI where the Job State is locked for Time and Disbursements. The message notifies users that the invoice was voided and that the associated Time entries have been reinstated. Refer to Practice Activity.
- Improvements have been made when creating invoices to provide greater flexibility when entering and updating invoice details. Refer to Create a Progress, Final or Disbursement Invoice.
- For Standard Jobs, the Amount field is now editable in the Invoice Drawer. Updating the Amount automatically recalculates the Invoice Total.
- The Invoice Description character limit has been increased to 4,000 characters, allowing more detailed information and aligning with the Xero limit. A character count is displayed at the bottom of the field when entering text.
Resolutions
- When selecting a user from a drop-down in Bulk Update or in an Automation Step (for example, the Manager or Partner field), names are now displayed in alphabetical order.
- We have resolved an issue where a Job sync with Xero Practice Manager could be delayed due to time zone scheduling differences.
- We have resolved an issue where running an Automation Process with a Finish Co-edit step followed by a Delay step would display an error and prevent remaining steps from executing.
For practices integrated with FYI using Practice Sync:
- For practices integrated with MYOB, IRIS, or APS, we have limited the error "Cannot find matching Client for Contact" to be displayed only once per client in a 24 hour period.
- We have resolved an issue where Practice Activity messages for certain errors could be displayed repeatedly. Messages are now limited to display once every 24 hours per client, contact, or user, in the following scenarios:
- When a Job cannot be created because the client is missing or cannot be found.
- When a contact cannot be synchronised due to an invalid email address.
- When a user cannot be synchronised due to an invalid email address.
For practices on the Elite plan where FYI is the Practice Management source:
- When creating an invoice using an Automation Process, the Theme associated with the Job Template is now selected by default. The Theme can be changed after creation. If no Theme is selected and the invoice is synchronised to Xero, the first Theme in Xero Ledger is applied.
- When importing WIP, FYI now assigns the "System" user to Disbursement or Interim entries where a Staff name is not provided.
- We have resolved an issue where active employees without timesheets for the selected period were not displayed in the Home - My Team list.
- We have resolved an issue where opening the Add Time window on an invoice could cause the browser to become unresponsive when a large number of WIP entries were present.
- When moving Time or Disbursements to a different Workflow Job, the link to the associated invoice is now retained. If the invoice is deleted, the Time and Disbursements are unlocked and returned to a "Submitted" status.
- When synchronising invoices to Xero, any extra spaces at the end of the client name are now removed to ensure the correct contact is matched.
- We’ve improved the Practice Activity error message displayed when invoices can’t be voided due to the Xero Period Lock Date. The message now advises users to update the lock date in Xero and resubmit the invoice via FYI, or void the invoice directly in Xero. The invoice remains voided in FYI and is included in the ledger balance displayed in Practice Activity.
- We have resolved an issue where voiding an Interim Invoice in Xero did not correctly delete the associated Interim entries in FYI when the Job State was locked for Time and Disbursements. The Interim entries are now deleted, and Job WIP is recalculated.
- When creating a Time entry, after selecting a Job the cursor will now move to the next field in the drawer instead of the Rate field.
For practices on the MYOB migration to FYI Practice Management beta:
- Editing time entries imported from Practice Sync will now recalculate the Billing Amount and update the Source to FYI.