November 2026 Release Notes

Updated November 05, 2026 07:05

Take a look at this month's new features, enhancements and resolutions.

05.11.2026

Practices on the Elite plan can now sign up for a new beta feature that extends the existing Reporting functionality. Practices on the beta can run reports filtered by Partner, Manager or supported Custom Fields without the need for multiple views.

This beta also introduces a new Advanced section in the Create Report drawer, which displays the existing Views, Include all columns, Opening Balance and View Type options.

We have introduced the ability to individually file documents and emails to archived clients from the In Tray, the Draft Filed view in Documents lists, and the FYI drawer in Outlook. This only applies to documents and emails with a filing status of Not Filed, Draft Filed or Deleted. FYI Admins can enable this functionality in the document practice settings, allowing users to include archived clients when filing.

We’ve improved the Clients and Tasks lists by adding quick filter buttons in the toolbar to display records for clients of your assigned partner. The Tasks list now also includes a quick filter button for tasks assigned to you, with new Client Partner and Job Partner columns available to add to the list.
We've continued to enhance PDF management features, with two additional features when organising PDF pages:
- Extracting PDF pages: Extract individual or multiple pages from a PDF to create a new PDF document directly in FYI. The document name automatically includes the original PDF name and extracted page numbers. Users can update the name and filing details, and choose whether to retain or delete the extracted pages from the original PDF.
- Rotating pages: Rotate individual or multiple pages clockwise or anti-clockwise in 90-degree increments. This makes it easier to correct the orientation of scanned documents without affecting the page content, annotations, or hyperlinks.
We’ve added filters to decimal and number custom fields, allowing you to filter by blank values and identify fields that need to be updated.

For practices in the United Kingdom:

The IRIS integration now supports up to three address lines, separated by commas in the FYI Client address field.
We’ve improved the Companies House integration so that documents imported without a valid name are still identifiable using the Category, Type, and Transaction ID as the name.

For practices on the Elite plan:

We have enhanced the invoice synchronisation process from FYI to Xero Ledger so that new invoices now use the Xero contact's default Sales Tax rate, reducing the need to manually update tax rates in Xero. If a default rate isn't selected for the contact, FYI will use the default tax rate for the account selected in the relevant Job Template. Disbursements will continue to use the tax rate configured for the disbursement rate in FYI.
We have introduced a new Practice Activity alert when a new contact is created in Xero during invoice synchronisation from FYI. The alert identifies the new contact and reminds users to review and update the contact's default Sales Tax rate in Xero if required.
We’ve improved the Time and Invoices lists by adding quick filter buttons to view records for clients of your assigned partner.
For practices on the FYI AI beta, when reviewing AI conversations, users can click the new Code View icon to view the conversation in HTML format.

For practices based in New Zealand, FYI now supports client IRD numbers up to 200,000,000.
We've resolved an issue where blank values displayed as 0.00 in decimal custom fields.

For practices on the Elite plan:

We've resolved an issue when migrating from Xero Practice Manager (XPM) to FYI as the practice management source, where unassigned Jobs displayed the job assignee incorrectly in jobs lists.
The Productivity dashboard now displays time in hours and minutes (HH), rather than as total minutes.
Invoices synced to Xero now include tracking values mapped from FYI custom fields.