- Error FYI-2249 "Error exporting job Custom Fields. Error attempting Custom Field Export: no XPM ID"
- Error FYI-2248 "Error updating job details - an error occurred in Xero."
- Error FYI-2217 "We will continue attempting to synchronise the data."
- Error "Custom Field failed to import due to name conflict"
- Error FYI-2160 "Could not assign Partner or Manager" in Practice Activity when synchronising clients
- Error "Tax Return sync failed due to Rate Limiting, please request a manual sync" in Practice Activity
- Error "Skipped jobs older than 24 months due to low Xero request quota"
- Occasional Delays in Syncing with Xero Practice Manager due to Xero's new oAuth
- FYI Add-in for Office or Outlook not loading or failing to login - Remote Desktop or Terminal Server
- Occasional Delays in Syncing with Xero Practice Manager
- "You don't have access to connect to any Xero Practice Manager Accounts” when connecting FYI to XPM
/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, guides and learning paths.
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.
Automation Library, New Collaborate, Tasks, Templates, FYI Desktop