July 2026 Release notes

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

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.