This webinar showcases our latest features, from enhanced and new automation steps and more filtering options for your list views to non-proportional WIP allocation and turning custom reports into templates in a click. Plus, a look at the product roadmap, including a special spotlight on the newly released FYI Forms feature for FYI Elite with Pro coming soon.
You can watch the full recording here:
What's New across FYI
4:43: We have enhanced some of our automation steps to give you more flexibility and functionality when automating your processes. The Look Up Job step now includes extra actions to allow a broader range of parameters when using this step. Alter Document has also seen extra features added in.
9:08: Documents uploaded to a Client Collaborate Site will now upload to FYI with the Source Path showing the URL for the client upload folder. This allows for more visibility and filtering.
10:58: When using Bulk Update for clients, there is now the ability to set the default filing cabinet. This gives the ability to update all clients in bulk in a group, or even when viewing all clients across the practice.
12:10: Continuing with enhancement to automation steps, when using the Update Job step, Create Task step or Create Job step in an automation, the ability to add comments has now been enabled. This combines the ability to automate processes with ensuring communication is up to date.
Further, we have now released the Look Up Client step. This works in a similar way to Look Up Job, allowing you to update the client or use information sitting at the client level throughout your automations. This also allows automations to include information that sits across various areas within FYI.
Our Stop step has also been revamped, with the ability to stop an automation based on conditions being met. This broadens the use and scope of automations and will allow further filtering during an automation process.
16:30: We have also added enhancements to Creating Tasks in FYI. In particular, you can now use a custom due date which is available when creating a task on an ad hoc basis, via an automation and even on Task Templates.
18:25: We have increased the frequency of jobs syncing between Xero Practice Manager or MYOB and FYI where either are your Practice Management system. This includes introducing the Sync Job toggle from within the Job Workspace, ensuring that all relevant information is across your systems quickly and seamlessly.
19:05: Rounding out with Collaborate, which now allows for Personalised Links in your Collaborate settings. This gives more granularity to security features, ensuring only those that are authorised user can access client collaborate sites.
Guest User Reconciliation has also been added to Collaborate ensuring only those who should be access client Collaborate Sites are.
What's New for FYI Elite
21:55: We have released Non Proportional WIP Allocations to give the ability to apply WIP allocations at a staff level, giving you more flexibility to KPI management. Further to this, there is also the ability to create a System Write Off where the need to write off time occurs without affecting staff KPIs.
23:05: We have also released Mixed Invoices, allowing time, disbursements and interim amounts to be combined on a single invoice. Further, we have enable Show All Jobs to the Create Invoice drawer. When enabled, Billing or Workflow jobs that do not yet have time recorded will appear in the Selected Jobs section, allowing practices to select and pre-bill future work on a single invoice.
25:23: The invoice drawer has seen some enhancements with the ability to select the Invoice Theme or override the invoice theme from the Job Template now available.
We have also increased the number of characters in the Invoice Description field to 4,000 characters, allowing a seamless experience when invoices are synced between FYI and Xero..
19:27: Date-based Time Reporting is now available. This enables an Opening Balance option when creating reports using a Time View, reducing the amount of data returned to Excel while still supporting opening and closing balance calculations.
28:10: We have now released the ability for custom reports to be converted into a Report Template in your practice. This ensures practices can maintain consistency across their platform by turning approved reports into reusable report templates.
29:53: More user group permissions have become available to FYI Elite practices. Move Timesheets gives users the ability to move timesheet entries from one job to another as a granular permission. Practice Time allows FYI Admins to determine who should have access to all time entries through the Practice Tab.
31:12: The ability to File an email to an employee through the In Tray or through the FYI Add-In is now available, saving you time as emails will no longer need to be clicked and dragged into the Employee Documents space.
32:27: FYI Forms is now available to all FYI Elite practices (and coming soon for Pro). We walk you through FYI Forms, showing how quickly this can be integrated into your practice and how it enhances and complements the use of Automations.
More Integrations, Support & Education
39:00: Introducing five new integrations:
- Vibe CFO integration allows practices to generate various dashboards using FYI practice management data.
- OnboardMe is a platform that automates client onboarding, engagement letters, and payments through secure identity verification.
- Cradle is a cloud-based phone system that captures and manages client calls.
- GovReports (AU only) is Australia's first cloud-based tax and SBR lodgement platform, featuring one-suite solutions for compliance, job tracking, time and billing and e-signature apps with one client database.
- Waive (AU only) is an ASIC compliance management software that automates annual reviews, document tracking and client reminders.
40:46: We continue to expand and deepen your app stack connections, enhancing the Zapier integration to now Look Up Clients and Look Up Jobs.
40:04: Our FYI Support Assistant is available 24/7 to answer your FYI questions.
41:26: We have released FYI Guide - our in-app learning and support tool designed to help users explore and use FYI more effectively. We take you through how it works and how you can access Guide from within FYI.
41:49: A reminder of our complimentary Automation Lounge service. This is a dedicated weekly space with a consultant to talk all things automation for your practice.
42:08: We're here to support you to get the most out of FYI with our consulting services. Introducing three new consulting services so we can work with you on getting the most out of your FYI. We now have:
- Templatise Your Documents - to ensure your templates are configured to your requirements.
- Tailor your Reports with FYI Elite - to meet your unique reporting requirements. This is for Australia and New Zealand practices only at this point in time.
- Solutions Program - to help you start using all the FYI features day-to-day
What's Next
42:43: Your key takeaways and next steps to implement all you have seen today.
44:21: We take a look into several exciting features on our horizon.
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