Onboarding
Follow our process to configure FYI, migrate your documents and onboard your team.
- FYI Migrate FAQs
- FYI Migrate Errors
- Can we import our existing documents to FYI?
- How can I confirm the number of documents in my historical Document Management system?
- Why can I not find migrated documents?
- Can I import historical emails from Outlook into FYI?
- Why can’t I access attachments from migrated emails?
- How do I migrate data from a practice that is splitting from one database into two FYI accounts?
- How do I resolve clients that don't match to FYI on import?
- Can I setup FYI with only Xero Tax, or do I need Xero Practice Manager?
- Does FYI have MS Office Add-ins for Mac OSX?
- With a four-digit client code, is there an issue if a client code happens to be a number that is used when matching the year of documents?
- Why are imported migration documents showing the Modified On date to be a future year?