This month’s updates bring practical improvements for teams working with automations, documents, emails, meetings, invoices, and integrations. There are new ways to import automation processes, more flexibility when using the FYI Editor, and better visibility when reviewing automation history.
A new guided experience, the Automation Import Wizard, was introduced this month, making it easier to import automations into FYI. This replaces the previous one-step import process and gives users with Automations permission more control before an automation is added to the practice.
When importing automations, you can now review, map, and configure imported fields, such as Views, Custom Fields, and Templates. These can be matched to existing settings in FYI or imported as new items. This means when importing a process from the FYI Automation Library, practices can check that the automation fits their own setup before using it. For example, if an imported process includes a View or Template with a different name from the one already used in the practice, it can be mapped correctly during import rather than needing to fix the process afterwards.
To support the new import experience, multiple processes will be imported as a single automation .zip bundle. When exporting custom processes, specific fields are automatically retained so they can be reviewed and mapped through the wizard during import. Refer to Announcing the new Automation Import Wizard.
Much anticipated enhancements have been made to the FYI Editor with additional font options when creating emails, tasks, phone calls, meeting records, and file notes. The new fonts are Aptos, Montserrat, Century Gothic, Roboto, and Open Sans. FYI Admins can also set one of these fonts as the default font in Practice Settings.
This gives practices more flexibility when creating client-facing emails or internal records. For example, you may want emails and file notes to use a font that better matches your practice branding. Note, when emails are sent or viewed in Outlook, some fonts may need to be installed locally to display correctly.
Images can now also be uploaded directly into FYI when using the Editor. Previously, images could be linked from an external source. This update makes it easier to include images directly from FYI, such as a logo, screenshot, or visual instruction, without relying on an external image link. Refer to Formatting and Fonts using the FYI Editor.
Our integrated partners grew again, with the announcement of the integration with Abacor, an AI meeting assistant that captures and understands client conversations, turning meetings into actionable tasks and documentation. With this integration, practices can synchronise meetings and tasks from Abacor into FYI. Meeting transcripts, summaries, outcomes, and follow-ups can be captured and filed to the correct client in FYI, helping keep important client conversations connected to the work that follows.
This can be especially helpful after client meetings where actions are agreed upon during the conversation. The meeting summary and follow-up tasks can be brought into FYI so the team has the context and next steps in one place. Refer to Announcing the new Integration with Abacor.
We’ve made several improvements to automations to make setup and review even easier:
- The Look Up Job step includes a Job State field, allowing one or more job states to be selected when searching for matching jobs. For example, an automation could be configured to look for jobs in a “For Signing” state, so the process only continues when the relevant job is at the right stage. This helps avoid automations picking up jobs that are not ready for the next action. Refer to Process Step Details - Look Up Job.
- The Create Task step has also been simplified by removing the Enable toggle. When the step is added to a process, the Create Task details will now display automatically. This removes an extra step when configuring automations and makes it clearer that the task details need to be completed. This change does not affect process steps that include an attached task, where the task option must still be enabled. Refer to Process Step Details - Create Task.
- Process History has also been enhanced for automations that use an Execute Process step. When one process starts another process successfully, users can now open the executed process directly from the initiating process history. The executed process history also includes a Started by link, making it easy to navigate back to the original process. For example, if a job creation process starts a separate process, users can move between the two process histories without manually searching for each process. It gives a clearer view of what happened and how the related processes are connected. Refer to Process History and Activity.
For practices integrated with Xero Practice Manager (XPM), FYI now handles job updates differently when the job has been deleted in XPM. If a job update is synchronised from FYI and the job no longer exists in XPM, the job will be automatically marked as Cancelled in FYI. An alert will also be added to Practice Activity. This gives users clearer visibility that the job can no longer be updated against XPM. From there, users will need to create a new job and transfer any relevant documents, tasks, and comments. This helps prevent ongoing updates from being attempted against a deleted job and makes the required action clearer for the team. Refer to Error "Invalid Job Identifier" when updating jobs.
For UK practices integrated with CCH, we’ve enhanced the synchronisation of Partner and Manager Job fields. The Partner field will now synchronise from Assignment Partner in CCH, while the Manager field will synchronise from Assignment Manager. If either assignment value is not populated, the corresponding client value will be synchronised instead.
Practices synchronising jobs should review their CCH data to make sure the correct information is being shared between platforms. This helps ensure jobs in FYI have the right responsibility details attached, which is important when teams rely on Partner or Manager fields for job allocation, reporting, or workflow visibility. Refer to Synchronising Clients, Users and Jobs with CCH Central (United Kingdom only).
For practices on the Elite plan, the following enhancements have been introduced this month:
- The Invoices list can now be sorted by the Client, Job, Client Group, and Send Status columns. Views can be saved with the selected sort order, and CSV or Excel exports will use the same order. This makes it easier to review invoices in a way that matches how your practice works. For example, a billing team may sort invoices by Send Status to follow up items that have not yet been sent, or sort by Client Group to review billing across related entities. Saving the view also means you do not need to reapply the same sort each time. Refer to Practice Invoices.
- When migrating to FYI as the Practice Management source, invoices and credit notes synchronised from Xero Ledger are now prioritised based on the selected Migration Date. Xero Ledger invoice syncing has also been significantly improved. Following recent Xero API changes, FYI can sync larger volumes of historical invoices, with up to 100,000 Xero invoices in one day. Refer to Synchronising Contacts, Invoices, and Client Ledger Reports with Xero Ledger.
To explore any of these updates in more detail, refer to the June 2026 Release Notes.
As we close out this month, this will be the final monthly What’s New and Improved article, but Product Updates are not going anywhere. From here, we’ll be moving to quarterly product updates, giving practices a clearer view of the key changes, improvements, and new features released across FYI.