September 2026 release notes

24.09.2026

New

• We’re excited to announce a new integration with Rechargly, available to all practices on the Elite plan. Rechargly is a billing automation platform for accounting and bookkeeping practices that automates how practices track, recover and get paid for software purchased on behalf of their clients. Using Rechargly, practices can create software disbursements on existing FYI jobs to invoice clients for Xero, Dext, MYOB and other platforms directly from FYI. Learn more about the new integration with Rechargly.

FYI beta programs have expanded, giving practices the opportunity to gain early access to the following features:

• The PDF Management beta has been expanded to include PDF Edit and Redact, allowing users to edit PDFs and permanently remove sensitive information without leaving FYI.
  
  Practices already participating in the PDF Collation beta will automatically receive access to these beta features. 
   
• Practices on the Elite plan can register for the Update Invoice step beta, allowing automation processes to update Draft or Unfiled invoices. This includes filing invoices, updating invoice details such as updating to a Disbursement invoice, or deleting Draft invoices.
   
• Elite practices participating in the FYI AI beta now have automatic access to the Document Filed filter beta. The filter can trigger an automation when a document is filed in FYI, for example, automatically reviewing a meeting transcript and creating tasks.
  
  Register your interest to participate in one of these FYI beta programs.

Enhancements

• For practices on the Secure Link beta, we have introduced two new enhancements which require your immediate attention:
  • We have consolidated the Merge Fields used to share attachments by email. Secure Link now uses the {{ DocumentAttachmentLinks }} merge field, allowing practices to use the same email template when documents are shared by Collaborate or Secure Link. An FYI Admin or user with Templates permissions must update their email templates to use the correct merge field; otherwise, an error will be displayed when sharing documents by Secure Link.

  • We have improved the SMS verification process by including a new Country of Origin field in practice settings, which allows FYI Admins to select the default country code for recipient mobile numbers. When a verification code is sent by SMS, recipient mobile numbers without a country code will automatically use the selected Country of Origin. If a recipient's country code is for a country not currently available due to regulatory processes, Secure Link will send the verification code by email instead.
     

• The Practice Ledger App has been enhanced to allow the Import historical invoices setting to be enabled after the Go Live Date. Enabling the setting synchronises paid invoices and credit notes dated up to 18 months before the Go Live Date.
   
• When migrating data from Practice Sync to Xero Practice Manager (XPM), Practice Activity now displays a “Practice Management data is 100% synchronized with Xero” message, and the next steps to take, when the data has been fully migrated.
   
• The Create Client process step now displays for all practices on the Pro or Elite plan. Practices must still meet the plan and Practice Settings requirements to configure and save the step.
   
• When Jobs are returned using the API, the Description is now returned as part of the response.

For Practices on the Elite plan:

• We have improved exporting and importing custom processes to allow Custom Fields in the Time section of the Create Task step to be exported and imported.
   
• We have enhanced Forms branding to give practices more options to customise the appearance of their forms. FYI Admins can configure a Secondary Brand Colour and enable a Form Header, which can be customised with a logo, branding text, and heading alignment, with these settings applied across all forms.

Resolutions

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.

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