August 2026 Release Notes

Updated August 27, 2026 08:34

27.08.2026

We’re excited to announce a new integration with PM Hub, available to our Australian and New Zealand practices. PM Hub is designed to streamline practice activities, monitor revenue from suppliers and fund managers, and manage direct charges associated with client advisory services. The PM Hub integration allows users to sync clients, custom fields, and invoices on demand from PM Hub to FYI.

As we continue to develop new features, the following are now available for beta:

PDF Collation brings the process of combining multiple PDFs into one single collated PDF, directly in FYI. Users can select two or more PDFs, including documents filed against related entities in a family group, arrange them in the required order, and create a new PDF, while the original source documents remain unchanged in FYI.
For practices on the Elite plan, WIP Reconciliation displayed within the Practice Ledger app provides a real-time view of WIP and invoicing activity.

Using all available time entries and invoices in FYI, WIP Reconciliation compares WIP movement from invoicing against total invoice activity. A nil variance confirms that WIP and invoice data are in sync, and a Success entry is added to Practice Activity every 24 hours.

Learn more about Signing up to a Beta Program.

We have enhanced Decimal Custom Fields so that values now display in FYI using a comma as a thousands separator, for example, 1,000.00. When using Merge Fields to output a Custom Field value, the formatting rule specified in the Merge Field will continue to determine the displayed format.
Availability for the AccountKit integration has been expanded to allow practices in the United Kingdom to integrate FYI with AccountKit.
We have renamed the MyWorkpapers integration to BrightWorkpapers in line with their recent rebranding.
We have enhanced Automations with the following improvements:
- When adding Automation Process Steps, selecting a step now displays a Back button. This returns users to the application selection page, making it quicker and easier to select a different step.
- Additional optional columns have been included in the Automation Processes list view, including Created By, Created On, Last Modified By, Last Modified On, Last Run, Next Run, and Schedule. Users can now include all columns in the list and filter and sort selected columns.
- Opening the Automation Apps page now displays the view that was last used, either Grid or List view.

For practices on the Elite plan:

We have improved the Invoice Drawer to display the filing status of invoices, making it easier for users to review whether an invoice has been filed. When an unfiled invoice is selected from the Invoices list, the File Invoice Drawer will continue to display automatically.
For practices that have migrated Time and Invoices from MYOB (beta), negative time and disbursement entries are now automatically converted to Interim time entries when synchronised. Positive interim amounts are also excluded from synchronisation, ensuring consistent reporting and billing results.

We have reverted a recent change to Xero Practice Manager Job State synchronisation that archived FYI Job States if they had not been added to Xero Practice Manager. Jobs with these Job States were then unavailable to use in FYI.

To ensure required jobs are available, an FYI Admin should update any affected Job States in FYI from Archived to a Standard Job Type. New Job States created in Xero Practice Manager will only be created in FYI once they are assigned to an active job and the next Job Sync is completed.
We have resolved an issue when creating a Task, assigning a Task, or tagging a user in a Job comment caused recipients to receive duplicate email notifications.

For practices on the Elite plan:

For practices integrated with Xero Practice Manager (XPM), we have resolved an issue where non-billable time entries were imported into FYI with the Time Type of Chargeable.

We’re excited to announce a new integration with Elfworks, available to Australian practices. Elfworks is a tax advisory and AI platform that creates advice pieces and client notes for practices. With the integration, new and existing clients can be synchronised from FYI to Elfworks, and File Notes can be uploaded back into FYI filed to the selected Client and Cabinet.

For practices integrated with Xero Practice Manager (XPM), we have improved the Job States sync to update during both the manual and automatic sync from XPM. Job States now synchronise faster and are not required to be assigned to an active job to be synchronised to FYI. In addition, renaming an existing Job State in XPM is now supported, with updates applied in FYI during the next job sync.
When manually sharing documents by email using Collaborate, Secure Link (beta), or sending a link to Forms, FYI now checks that the selected email template contains the Merge Field required to insert attachment links. If the required Merge Field is missing, an error will be displayed, and users must select a valid email template before creating the email.
The NowInfinity Integration has been improved so that signed ASIC 362, 484, and custom form documents can be imported into FYI when the ASIC Statement and Resolution - Import & AutoFile process is run. Eligible forms are imported based on the Start From date of the automation process.
When using the FYI Integration with Zapier, the Look Up Client and Look Up Job actions now require at least one search field to be populated, to return filtered results.

For practices on the Elite plan:

When importing unbilled WIP, negative Time and Disbursement Billable Amount time entries now automatically convert to Interim time entries. Any time entries that have been converted are recorded in the Issue Report CSV for further review.
We have made enhancements to $0 invoices that are created to write on or off WIP. The existing Document Reference Number is now used as the Invoice Number in FYI.
When bulk deleting documents, Invoice and Credit Note documents are prevented from being deleted. If multiple documents are selected for deletion, the Bulk Delete will continue, but any invoices or credit notes in the selection will be skipped. A message will be displayed in Automation History to advise that the invoice or credit note could not be deleted. Note, any previously deleted invoice and credit note documents will be restored to the Documents list.
We have improved Automations triggered by Tasks or the Practice Sync app. When selected in Process Activity, these Automations now include a link to open the related Task or Practice Sync Activity in the Drawer.

For practices on the Elite plan:

Invoices can no longer be voided or deleted when the associated interim entry has already been locked or invoiced. An error message is now displayed in the invoice drawer.
When splitting a time entry, the original Source is now retained. Historical time entries affected by this issue have been corrected.
When creating an Invoice using the Create Invoice Step, if the Merge Field used to populate the Invoice Amount is a negative value, the invoice will no longer be created and an entry is added to Automation History.
We have resolved an issue where the Billable Amount was not cleared when a split chargeable time entry was changed to a Non-Productive or Capacity-Reducing Time Type. The Billable Amount is now set to $0 for the converted non-chargeable split entry, and historical entries have been updated.