Take a look at this month's new features, enhancements and resolutions.
04.06.2026
New
- We're excited to announce a new integration with Abacor, an AI meeting assistant that captures and understands client conversations, turning meetings into actionable tasks and documentation.
The integration allows practices to synchronise meetings and tasks from Abacor into FYI, ensuring meeting transcripts, summaries, outcomes, and follow-ups are captured and filed to the correct client in FYI.
Refer to Announcing the integration with Abacor.
Enhancements
- We have enhanced the Editor available for Emails, Phone Calls, Meetings, File Notes and Task Templates. Images can now be uploaded directly into FYI, in addition to linking to external images. Please note that images should be resized to the required resolution before uploading, as some email platforms, such as Outlook, may display images at their original size. Refer to Formatting and Fonts using the FYI Email Editor.
- We have made improvements to Process History for automations that contain an Execute Process step, making it easier to navigate between related process executions.
When an Execute Process step starts another process successfully, users can now navigate directly to the executed process from the initiating process history. The executed process history also includes a Started by link, allowing users to quickly navigate back to the initiating process. Refer to Process History and Activity.
- We have introduced new email filters to the Clients List and Employees List (Elite plan only), making it easier to filter by clients' and employees' email addresses. Available filters include Contains, Does not contain, Is empty, Is not empty, Starts with, Ends with, Equals and Does not equal. Refer to Sorting and Filtering Lists.
- For practices integrated with Xero Practice Manager, if a job update is synchronised from FYI and the job has been deleted in XPM, the job will be automatically marked as Cancelled in FYI. An alert will be added to Practice Activity to notify users of the cancellation. Users must create a new job and transfer the relevant documents, tasks and comments. Refer to Error "Invalid Job Identifier" when updating jobs.
- For practices integrated with APS, CCH, IRIS or MYOB AE/AO, we have enhanced the Practice Activity messages displayed when synchronising skips clients without a name. Users can now click “Read More” within the error message to view additional information and assist with troubleshooting. Refer to Error FYI-2302 "Add a name to the affected clients in your Practice Management Platform" when synchronising Clients.
- For practices migrating time and invoices from MYOB AO/AE to FYI (Beta), we have improved the synchronisation of negative-value invoices. Invoices with a negative gross amount are now synchronised to FYI as Credit Notes. Refer to Migration of Invoices from MYOB AE/AO to FYI and Xero Ledger (Beta).
Resolutions
- When an email is filed in FYI, the Filed in FYI category is correctly applied in Outlook.
- We have resolved an issue where selecting a new view in the Jobs List did not filter the list based on the selected view. The Jobs List now updates correctly when a different view is selected.
- The Job - Summary tab will now only display the Job Sync button for practices connected to Xero Practice Manager.
- When using the Balance Month client merge field in automations or documents, the value is now always returned as the month name (for example, "June" or "December") instead of a numeric value.
- We have resolved an issue where running multiple Bulk Exports via AWS is blocked and prevents subsequent bulk exports from processing. Multiple bulk exports now complete successfully.
- We have made the following changes to the Clients List filters:
- When filtering the Clients List by Source, only integrations that have created clients in FYI for the practice will be displayed as filter options.
- When filtering the Partner or Manager columns by "(Blank)", records with an "Unassigned" or "-" value will be displayed. Please note that any jobs that did not have a value set for Partner or Manager have been updated to display a hyphen "-" rather than an empty field.
- We have resolved the following issues relating to processes that include an Execute Process step:
- Where the initiating process filter is a Document View or Form View (Elite practices only), processes selected in an Execute Process step can now use the original trigger document as an attachment or merge field. Trigger document information is available to steps in the executed process, such as Create Email and Create Document.
- When the setting Block Initiating Process is enabled, it could remain In Progress and eventually time out when no matching executions were started. Automations will now complete with a warning message when the executed process is skipped due to its filter configuration.
- For practices integrated with Xero Practice Manager, new clients created in FYI from other integrations will now automatically synchronise to XPM, unless excluded by the integration.
- For practices integrated with MYOB AO/AE, we have resolved an issue where contacts continued to sync and generated unnecessary Practice Activity error notifications when no action was required.
For practices on the Elite plan:
- When recalculating jobs, the Billable Amount values on Time entries are now rounded consistently with the Job Financials section in the Job Summary.
- When using Time Bulk Update, users with the Edit Timesheets permission cannot update time or disbursement entries in a period locked by the Period Lock Date, or move entries into a locked period. Users with the Move Timesheets permission can update the Client and Job fields only, regardless of the Period Lock Date. FYI Admins can update all fields, including entries in locked periods.