July 2026 Release Notes

Take a look at this month's new features, enhancements and resolutions.

21.07.2026

Resolutions

• We have resolved an issue where the Aptos font was not available in the FYI Editor.

16.07.2026

New

• We are excited to announce the release of Event Trigger, a new trigger option for Automation Processes. In addition to the Schedule and Manual trigger options, Event trigger gives practices more control over when automations run.
  
  Users with Automations permission can configure processes to run automatically when a new Client or new Job is created in FYI. Processes can also be triggered when specific client or job details are updated, for example, when a client's mobile number is changed.
  
  When creating a process using Event Trigger, a new testing experience allows users to test the process using an existing client or job record as sample data, rather than waiting for a live event to occur. Refer to Announcing the release of Event Trigger for Automations.
   
• We're excited to release the Secure Link beta, available to practices on the Pro and Elite plans. Secure Link allows practices to securely send sensitive documents to clients or contacts by email when the recipient needs to access and download the files for their own records. A code will be sent by email or SMS to allow recipients to verify they are the intended recipient before downloading the documents. Refer to Sharing Documents using Secure Link (Beta).

Enhancements

• We've made several improvements to Importing and Exporting custom processes:
  • When exporting a process, error messages now identify the specific process and issue to make errors easier to resolve. Refer to Exporting Custom Processes.
  • Deleted Custom Fields are excluded when exporting an automation to prevent export failures. Refer to Exporting Custom Processes.
     
• We have enhanced the experience when updating a Process Filter, where steps in the original process referenced details that are not supported by the new filter. Processes can now be saved as Draft, with validation errors displayed on the relevant steps. This allows users to update and remove incompatible fields before changing the process to Active. For example, if a process step includes a Job trigger merge field and the Process Filter is changed to Client, the process is now saved as Draft, with validation errors displayed on the relevant steps. Refer to Automation Process Filters.
   
• We have introduced a new Job Merge Field, State Name, allowing users to insert the current Job State name into Templates and Automation Processes. This merge field is available in the Job section of the Merge Field Editor. Refer to Merge Fields Glossary - Standard Fields.

For practices on the Elite plan:

• We have improved the Practice Ledger app to display clearer invoice synchronisation details for each connected ledger. The app now displays a Go Live Date (previously the Migration Date) and further invoice synchronisation details, including the practice ledger sync status. Refer to Configure the Practice Ledger app. Existing Practice Ledger configurations have been updated automatically and no further action is required.

  Note: The Xero Ledger app has been updated to remove the Practice Ledger details, ensuring invoice synchronisation information is displayed clearly in the Practice Ledger app.
   

• We have made further enhancements to the Bulk Update function for invoices, making it easier to manage and file multiple invoices.
  
  Invoices synchronised from Xero to FYI with matching Clients and Jobs can now be bulk updated to Filed, and invoices marked as Excluded can be bulk updated back to Unfiled when the filing status needs to be corrected. Before bulk updating invoices to Filed, users should review the matched Client and Job for each selected invoice to avoid any errors. Once the update is complete, a Practice Activity notification will confirm if the update completed successfully. 
  
  In addition, when managing unfiled invoices individually, the Filing Invoice drawer now opens automatically, removing the need to click Edit from the invoice drawer. Refer to Managing Unfiled Invoices.

Resolutions

• We have resolved an issue where an error displayed when adding the Cabinet column to the Users list and saved the view.
• The warning "Cannot update a deleted time entry." now displays when bulk updating time entries that includes a deleted entry.
• We've resolved an issue where archived Clients with an invalid email address displayed the name as "Link" in Practice Activity.
• The Workflow Status field can no longer be cleared in the Send for Signature automation process step, as this field is required for the step to run successfully.
• When copying an automation, the copied automation will now be set as Draft, instead of retaining the status of the original automation. Users can then review and update the copied process before setting it to Active.
• We have resolved an issue with Documents Lists, where invoice details in the Drawer did not always update when selecting different invoices from the list without closing the drawer. The Drawer now displays the details for the currently selected invoice.
• For practices integrated with MYOB Practice Management (formerly GreatSoft), we have resolved an issue where the Client Postcode Merge Field was blank when inserted into emails and documents created from a template.
• For practices integrated with Xero Practice Manager, we have resolved an issue where archiving a client did not clear the Pending Sync flag.

07.07.2026

Resolutions

For practices on the Elite plan, we have resolved the following issues when using Forms:

• File Upload fields in Forms prevented supported files from being imported into FYI when the file extension used capital letters. Supported file types are now recognised regardless of capitalisation when the Form is submitted.
• Dropdown List fields in Forms displayed without the configured options. Dropdown List options now display correctly when previewing or completing a Form.

02.07.2026

New

• For practices on the Elite plan, we have made enhancements to Invoice lists with new Source and Filing Status columns:
   
  • The Source column identifies where an invoice originated. Each invoice is assigned the source of FYI, Xero, or Migration, depending on whether the invoice was created in FYI, synchronised from Xero, or migrated from Practice Sync. Refer to Using the Invoices Lists.
     
  • The Filing Status column assists practices in managing WIP reconciliation. Every invoice is assigned a filing status of Filed, Excluded or Unfiled.
     
    • Filed: Invoices created directly in FYI.
       
    • Excluded: Invoices migrating from Practice Sync (beta).
       
    • Unfiled: Invoices created directly in Xero Ledger. Users with Create Invoice permission can choose to file the invoice or exclude the invoice from WIP reconciliation. When an invoice is marked as Filed, an interim time entry is automatically created. As part of this enhancement, both existing Create and Delete Interim Time Entry functions have been removed. Refer to Managing Unfiled Invoices.
      
      Two new system views, Unfiled Invoices and Excluded Invoices, have been created to easily identify invoices by filing status. Users can also choose to exclude Unfiled and Excluded invoices from any invoice view by clicking the Hide Unfiled and Excluded Invoices button in the Invoice list toolbar. 

Enhancements

• The Due Date column in the Task Templates list has been updated to allow users to filter the list by "Blank" or "Custom" due dates. Refer to Sorting and Filtering Lists.
• We have improved the layout of the Process Activity history when a table or image is added to the description of an Automation. The activity title now displays "Description changed" and users can expand the activity to see the full changes.

Resolutions

• When exporting the Jobs List, we have resolved an issue that caused the first column of the export file to be blank.
• We have resolved an issue where clicking an email notification link would load the Jobs List, instead of displaying the relevant job.
• We have resolved an issue where a Category added to the Alter Document step of an Automation would remain displayed after being selected. The placeholder text has been updated to "Select a Category". Refer to Process Step Details - Alter Document.
• We have resolved an issue in the Practice Activity where an alert would display incorrectly for a ledger balance. 
• We have resolved an issue where imported Custom Processes containing Update Job or Look Up Job steps could create duplicate Job States or Job Custom Fields in the imported step, causing errors when the process was run. These fields are now imported once, allowing the automation to run successfully.
• For practices integrated with Xero Practice Manager (XPM), we have resolved an issue where a manually edited Client Relationship Start or End Date could be overwritten by XPM.
• For practices integrated with MYOB Practice Management (formerly GreatSoft), we have resolved an issue where a manual sync would fail to import changes and prevent scheduled syncs from running.
• For practices integrated with APS, CCH, IRIS, or MYOB, we have resolved an issue where the Client Salutation field could display incorrect data or be blank in the Client List.

For practices on the Elite plan:

• We have resolved an issue where Invoices created from Automations could fail to create with the error "Could not create invoice due to time limit". Failed invoices will now be automatically re-processed.
• We have resolved an issue where syncing a large number of jobs could prevent the Job ID from linking to the FYI Invoice.
• We have resolved an issue where an interim invoice could be voided or deleted after the associated interim time entry had been locked or invoiced. The invoice is now retained and cannot be voided or deleted.