Clients
Work from a dedicated client workspace to view documents, jobs, tasks and automations related to a client or group.
- Business Structure appearing in filter list after being removed from XPM
- FYI is automatically creating blank Client Phone Records
- Error exporting existing XPM client - Email must be in a valid format.
- A client name synchronised from Xero Practice Manager is displayed as "Undefined Undefined" in FYI
- Client or Job Changes are not shown in FYI
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.