10.09.2026
New
- For practices on the Elite plan, we’re excited to announce the release of a new WIP Reconciliation feature, providing practices a clear way to verify that WIP movement and invoicing are aligned.
The feature includes two reconciliation options:
- In-app WIP reconciliation displayed in Practice Ledger provides a real-time view for all WIP and invoice data in FYI. Users with both Create Reports and Automations permissions can view the reconciliation at any time, with a NIL variance displayed, confirming that all values reconcile. A daily success message in Practice Activity also provides ongoing verification that WIP and invoice data remain in sync.
- A WIP Reconciliation sample report template allows users with Create Reports permission to create the report and review the reconciliation for a selected period and explore the details behind each value. Separate time and invoice tabs provide visibility of the source data used in the calculations.
The WIP Reconciliation report template is automatically deployed to all practices, together with new dedicated Report - WIP Reconciliation system views for Time and Invoices.
For more information, refer to Announcing the release of WIP Reconciliation.
- In-app WIP reconciliation displayed in Practice Ledger provides a real-time view for all WIP and invoice data in FYI. Users with both Create Reports and Automations permissions can view the reconciliation at any time, with a NIL variance displayed, confirming that all values reconcile. A daily success message in Practice Activity also provides ongoing verification that WIP and invoice data remain in sync.
Enhancements
- The Automation Import Wizard has been enhanced to make mapping views and templates easier. When you map a view or template to an existing item, an icon displays next to the selected value. Select the icon to open the view or template in a new tab, allowing you to review its settings and filters and confirm the mapping is correct.
- We have added a CSV Export option to Practice Activity. FYI Admins and users with the relevant permissions can add, remove, and reorder columns, apply filters and sort orders, and export up to 10,000 results to a CSV file.
For practices on the Elite plan:
- We have improved automations for practices with FYI as their Practice Management source by extending the Create Client step to processes using a Forms filter. Users with Automations permission can use submitted form data to automatically create new clients in FYI, with merge fields used to populate client details, including custom fields.
- For practices with Invoice interval settings enabled by FYI, the interval can now be set to a minimum of 2 minutes, improving the reliability of invoices synchronised in batches.
Resolutions
- We have resolved an issue that caused an error when importing Automations containing Update Job steps without custom fields.
- Searching for Automation Processes now completes as expected, without extended processing times or errors.
- We have resolved an issue where the FYI Drawer in Outlook cached and displayed the previously selected email after logging in, even when a different email was selected.
For practices on the Elite plan:
- Exporting a large amount of invoices created by Automation Processes now completes successfully.