Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group Permissions
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
f your practice uses FYI with Xero Practice Manager and Xero Workpapers, you can add links to FYI documents to the relevant client’s workpaper pack.
Creating a Xero Workpapers link in FYI
- Use the Doc Link tool to copy a link to each FYI document in turn.
- In Xero, add the link to the relevant workpaper. For information on this, refer to the Xero help article Attach supporting documents to workpapers.
Adding a link from Xero Workpapers to an FYI document
You can also link Xero Workpapers to FYI documents using the Web Link feature in FYI.