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  1. FYI
  2. Troubleshooting
  3. Getting Started

Getting Started

Start a free trial, navigate FYI, learn the essentials.
  • White or blank page when trying to load FYI in a browser - Chrome etc.
  • General Troubleshooting - checking your Status page
  • Incorrect date/time or region settings is causing incorrect date format, errors when logging in, opening documents or cannot view clients/documents
  • FYI Add-in for Office or Outlook not loading, failing to login or running slow - desktop computer
  • I'm working from home and have a problem logging in, accessing documents or working with documents
  • FYI Add-in is not working or only shows a blank window in Outlook or Office online
  • Alternate Xero login for FYI
  • I do not see a feature, or there is a button missing on the FYI screen
  • "No active user for ..." when logging into FYI
  • "This add-in could not be started. Close this dialog to ignore the problem or click “Restart” to try again."
  • How to find emails, documents, attachments, clients or tasks that are missing or not showing
  • ''An error occurred connecting your account'' when logging into FYI
  • Additions and changes made to FYI settings, practice settings, views, templates are missing or not showing
  • "This username may be incorrect. Make sure you typed it correctly. Or contact your admin" when signing in to Microsoft
  • Checking the latest version of the FYI web app

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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
custom
/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, guides and learning paths.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate documents and onboard your team.
custom
/hc/en-us/categories/360000958432
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Platform Admin
Configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, Automation, New Collaborate, Tasks, FYI Desktop