- 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 and debtor reconciliation between FYI and your practice manager source
- Configuring FYI as practice management with Xero Ledger connection only
- Create draft job templates
- Configuring the Practice Ledger app
- Commence FYI practice management migration
- Migrating invoices from CCH and 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
- Removing WIP from Xero Practice Manager post-migration
- Converting Standard jobs to Workflow jobs
- Displaying WIP Reconciliation in the Practice Ledger app
- 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
We host a range of product demos, training webinars, workshops and more.
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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.