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White or blank page when trying to load FYI in a browser - Chrome etc.
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General Troubleshooting - checking your Status page
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Incorrect date/time or region settings is causing incorrect date format, errors when logging in, opening documents or cannot view clients/documents
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FYI Add-in for Office or Outlook not loading, failing to login or running slow - desktop computer
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I'm working from home and have a problem logging in, accessing documents or working with documents
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FYI Add-in is not working or only shows a blank window in Outlook or Office online
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Alternate Xero login for FYI
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I do not see a feature, or there is a button missing on the FYI screen
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"No active user for ..." when logging into FYI
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"This add-in could not be started. Close this dialog to ignore the problem or click “Restart” to try again."
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How to find emails, documents, attachments, clients or tasks that are missing or not showing
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''An error occurred connecting your account'' when logging into FYI
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Additions and changes made to FYI settings, practice settings, views, templates are missing or not showing
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"This username may be incorrect. Make sure you typed it correctly. Or contact your admin" when signing in to Microsoft
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Checking the latest version of the FYI web app
/hc/en-us/categories/360001063892-Getting-Started
/hc/theming_assets/01JDG7MXB4R4BTMJ4PTBT9VF1R
Getting Started
Start a free trial, navigate FYI, and learn the essentials.
custom
/hc/en-us/categories/360002374291
/hc/theming_assets/01JD8GA8772PWQBHQ27Y4N9P85
Learning Resources
Access our library of video tutorials, webinars and masterclasses.
custom
/hc/en-us/categories/360003063191
/hc/theming_assets/01JDG817Z1T9ZAH54VBQ0YFQ1P
Onboarding
Configure FYI, migrate documents and onboard your team.
custom
/hc/en-us/categories/360000958432
/hc/theming_assets/01JDG7ZW55FD08Z5YYRRDKTKHA
Platform Admin
Configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
/hc/theming_assets/01JDG83SNZXPNEQKNZFZT49MPG
Automation Library
Ready-to-go automations for a range of processes used in practices.
New Collaborate, Automation, Templates, Tasks, Elite