- Setting Up an FYI Elite Trial
- Onboarding to FYI Elite
- FYI Elite Onboarding Wizard
- FYI PM Migration: Before You Begin - WIP Clean Up and Job Review
- Managing WIP Imported Inactive Users
- Configure Practice Sync Jobs, Time and Disbursements and Invoice Sync (Beta)
- Confirm WIP & Debtor Reconciliation between FYI and your Practice Manager Source
- Configuring FYI as Practice Management with Xero Ledger Connection Only
- Create Draft Job Templates
- Configure the Practice Ledger to select a Migration Date
- Commence FYI Practice Management Migration
- Migration of Invoices from MYOB AE/AO to FYI and Xero Ledger (Beta)
- Import Unbilled WIP Report
- Apply FYI Job Templates to Jobs
- Post-migration WIP Reconciliation using the FYI Time Report
- Converting Standard Jobs to Workflow Jobs
- Disconnect the integration between Xero Practice Manager and Xero
- Update Time Custom Fields with Job Values
- Configure and Manage Additional Views for Jobs, Time and Invoices
Stay Up-To-Date
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Events
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Service Status
Check for updates on the FYI Platform
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What's New
Round-up of new features, fixes, and other important announcements.