- Do I need to have a Xero Ledger to upgrade to FYI Elite?
- Steps to Change your Practice Management Source from FYI to Xero Practice Manager
- How can we change the order in which our Cabinets display?
- How can I change the order in which Categories or Category Options such as Year, display in the drawer?
- When deleting a Cabinet, why do I get a message about automations, documents, users and clients assigned to the Cabinet?
- Is there security available to limit staff access to a specific client, other than through user groups?
- Can access to FYI be IP locked to stop documents being downloaded onto non company computers?
- Can I move a Category to a different Cabinet?
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