August 2026 Release Notes

Updated August 13, 2026 05:34

13.08.2026

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.