Platform Admin

Setting up your FYI Account

• Subscribing to an FYI Plan
• OneDrive Admin Account
• Changing your Plan, Billing Details or Practice Details
• Minimum User Licences
• Deleting your FYI Account

User Setup

• Preparing your Browser for FYI
• Individual Settings and Status
• Setting Defaults and Filing Defaults for your Own Login - My Settings
• FYI Desktop App
• FYI Browser Extension
• Restoring Inactive Users
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Practice Setup

• Logging into FYI with an Email Alias set up using Magic Link
• Setting up an External User for FYI (IT Admin or Consultant)
• Optimising Remote Desktop to work with FYI

Practice Settings General

• Managing Practice Settings
• Managing your Account and Displaying your FYI Invoices
• Managing Custom Fields
• Grouping Custom Fields
• Managing Devices
• Managing Tasks
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Practice Settings Documents

• Managing Practice Settings for Documents
• Managing Cabinets
• Managing Categories
• Managing Tags

Practice Settings Jobs

• Managing Practice Settings for Jobs
• Managing Mappings
• Managing Job States
• Managing Job Templates
• Billing & Workflow Job Templates
• Managing Job Categories

Practice Settings Time and Invoice

• Practice Settings Time & Invoices
• Managing Invoices Settings
• Managing Rates for Time and Disbursements
• Managing Time Types
• Time Rates created by Practice Sync

AutoFile, Client and Practice Filing Defaults

• AutoFile Settings and Defaults
• Setting Filing Defaults for a Client
• Setting Filing Defaults for your Practice
• Email AutoFile Exclusion CSV Import

Enabling FYI as PM

• Create Draft Job Templates
• Onboarding to FYI Elite
• FYI Elite Onboarding Wizard
• FYI PM Migration: Before You Begin - WIP Clean Up and Job Review
• Confirm WIP & Debtor Reconciliation between FYI and your Practice Manager Source
• Configuring FYI as Practice Management with Xero Ledger Connection Only
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FYI as Primary

• Synchronising with Xero Practice Manager where FYI is enabled for Primary Source of Client Data
• Enabling FYI as Primary Source for Client Data

Practice Activity

• Practice Activity
• Practice Time
• Practice Invoices
• Practice Employees
• Grouping Practice Invoice and Time Lists

Merge Fields

• Merge Fields Overview
• Formatting Merge Fields
• Merge Fields Glossary
• Using Advanced Tax-Related Merge Fields

Practice Maintenance

• Optimising your Practice Data
• End of Financial Year Housekeeping
• Document Naming Rules and Filing Conventions

Refiling Documents and Export

• Bulk Export OneDrive
• Bulk Export AWS

Practice Mergers and Splits

• Steps to follow for Practice Mergers and Splits
• Merger where the Practice being acquired has FYI but the Practice it is being merged into does not have FYI
• Merger of Two Practices that both use Xero Practice Manager and FYI
• Exporting Data for a Practice Merger or Split