https://support.fyi.app/hc/en-us 2026-04-02T05:04:08Z https://support.fyi.app/hc/en-us/articles/360017939432-What-happens-if-an-internal-FYI-user-is-set-up-as-a-Client-or-as-a-Contact-in-Xero-Practice-Manager 2023-11-15T23:35:53Z https://support.fyi.app/hc/en-us/articles/360018048872-Configuring-FYI-to-suit-your-Practice 2026-03-16T23:04:01Z https://support.fyi.app/hc/en-us/articles/360018142192-Filing-to-Cabinets-and-Categories 2026-02-17T05:13:43Z https://support.fyi.app/hc/en-us/articles/360018142272-Microsoft-365-Integration 2026-03-13T04:41:44Z https://support.fyi.app/hc/en-us/articles/360018146992-Adding-a-Task-to-an-Email-or-Document 2025-12-30T02:31:59Z https://support.fyi.app/hc/en-us/articles/360018151472-Search-and-Views-Overview 2026-03-02T00:22:33Z https://support.fyi.app/hc/en-us/articles/360018151952-Creating-an-Email-in-FYI 2026-03-27T01:33:47Z https://support.fyi.app/hc/en-us/articles/360018152052-Adding-Removing-and-Moving-Columns-in-Lists 2025-12-30T00:37:12Z https://support.fyi.app/hc/en-us/articles/360018153072-Creating-Excel-Spreadsheets-from-FYI 2026-02-09T04:05:03Z https://support.fyi.app/hc/en-us/articles/360018154112-Bulk-Upload-to-a-Client 2025-12-29T05:49:58Z https://support.fyi.app/hc/en-us/articles/360018154292-Creating-a-File-Note 2025-12-10T02:52:09Z https://support.fyi.app/hc/en-us/articles/360018154332-Creating-a-Phone-Call-Record 2025-12-10T02:50:39Z https://support.fyi.app/hc/en-us/articles/360018155292-Creating-a-Meeting-Record 2025-12-10T02:52:46Z https://support.fyi.app/hc/en-us/articles/360018252432-Managing-Categories 2026-03-13T04:41:59Z https://support.fyi.app/hc/en-us/articles/360018252832-Subscribing-to-an-FYI-Plan 2026-03-18T03:41:08Z https://support.fyi.app/hc/en-us/articles/360018257492-Setting-Filing-Defaults-for-a-Client 2026-03-12T08:31:45Z https://support.fyi.app/hc/en-us/articles/360018257572-Setting-Defaults-and-Filing-Defaults-for-your-Own-Login-My-Settings 2026-03-19T07:18:19Z https://support.fyi.app/hc/en-us/articles/360018257772-Creating-Stationery-for-Word 2026-02-17T05:34:01Z https://support.fyi.app/hc/en-us/articles/360018296332-Adding-the-FYI-Add-ins-to-Your-Practice-Microsoft-365-Account 2025-06-05T12:29:32Z https://support.fyi.app/hc/en-us/articles/360018417351-How-to-check-that-FYI-Add-ins-for-Office-Products-have-been-installed 2025-06-05T12:29:38Z https://support.fyi.app/hc/en-us/articles/360018418751-Your-Home-Workspace 2025-12-30T03:34:43Z https://support.fyi.app/hc/en-us/articles/360018418971-Clients-List-and-Client-Workspace 2025-12-09T20:05:49Z https://support.fyi.app/hc/en-us/articles/360018419351-Document-Shortcuts 2026-03-23T01:27:55Z https://support.fyi.app/hc/en-us/articles/360018421551-Deleting-and-Recovering-Emails-and-Documents 2026-03-19T00:05:11Z https://support.fyi.app/hc/en-us/articles/360018421631-Managing-your-In-Tray 2026-03-13T06:09:23Z https://support.fyi.app/hc/en-us/articles/360018421731-Bulk-Update-Emails-and-Documents 2026-03-27T01:40:44Z https://support.fyi.app/hc/en-us/articles/360018425611-Searching-in-Lists 2026-02-17T05:19:09Z https://support.fyi.app/hc/en-us/articles/360018425871-Sorting-and-Filtering-Lists 2025-12-30T00:36:27Z https://support.fyi.app/hc/en-us/articles/360018425951-Displaying-Information-for-Client-Groups 2025-12-09T21:22:21Z https://support.fyi.app/hc/en-us/articles/360018426391-Creating-Word-Documents-from-FYI 2026-02-09T04:06:29Z https://support.fyi.app/hc/en-us/articles/360018427231-Bulk-Updating-of-Filing-Details 2026-01-20T07:32:12Z https://support.fyi.app/hc/en-us/articles/360018427291-Sharing-Documents-with-External-Users 2025-12-29T05:38:24Z https://support.fyi.app/hc/en-us/articles/360018427311-Mail-Register-Updating-the-Document-Delivery-Status-as-Sent-or-Received 2025-12-29T05:43:11Z https://support.fyi.app/hc/en-us/articles/360018427411-Profiling-Scanned-Documents 2025-12-29T05:48:42Z https://support.fyi.app/hc/en-us/articles/360018521771-Managing-Cabinets 2026-03-13T04:48:06Z https://support.fyi.app/hc/en-us/articles/360018522771-Managing-User-Groups 2026-03-30T06:18:42Z https://support.fyi.app/hc/en-us/articles/360018522831-Managing-Users 2026-03-12T03:42:55Z https://support.fyi.app/hc/en-us/articles/360018523591-Creating-Email-Templates-and-Signatures 2026-02-17T05:36:59Z https://support.fyi.app/hc/en-us/articles/360018524831-AutoFile-Settings-and-Defaults 2026-03-13T04:43:59Z https://support.fyi.app/hc/en-us/articles/360018528351-Creating-Templates-for-Word-Spreadsheet-or-Presentation 2025-12-29T23:59:28Z https://support.fyi.app/hc/en-us/articles/360018703292-Merge-Fields-in-an-Email-Template-or-Signature-are-not-working-correctly 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/360018722311-Why-does-the-FYI-Drawer-icon-not-appear-in-Outlook-or-is-greyed-out 2026-02-23T07:32:29Z https://support.fyi.app/hc/en-us/articles/360018790652-Creating-an-Email-from-Outlook 2026-03-27T01:41:21Z https://support.fyi.app/hc/en-us/articles/360018857372-Exporting-Documents 2025-12-29T05:29:58Z https://support.fyi.app/hc/en-us/articles/360018857392-Deleting-Documents-and-Recovering-Deleted-Documents 2025-12-29T05:31:38Z https://support.fyi.app/hc/en-us/articles/360018857432-Updating-Filing-Details-of-a-Document 2025-12-29T05:09:11Z https://support.fyi.app/hc/en-us/articles/360018857552-Viewing-Activity-on-a-Document 2025-12-29T05:36:16Z https://support.fyi.app/hc/en-us/articles/360018857912-Creating-a-Web-Link 2025-12-29T04:52:50Z https://support.fyi.app/hc/en-us/articles/360018897231--Incorrect-username-or-password-when-logging-in 2024-06-09T23:17:08Z https://support.fyi.app/hc/en-us/articles/360019161031-Changes-made-offline-to-a-PowerPoint-file-not-saved-to-FYI 2026-03-11T01:45:55Z https://support.fyi.app/hc/en-us/articles/360019162131-Document-Version-History-Creating-a-New-or-Recovering-a-Document-Version 2025-12-29T05:36:47Z https://support.fyi.app/hc/en-us/articles/360019162191-Managing-Document-and-Email-Threads 2026-03-19T00:05:28Z https://support.fyi.app/hc/en-us/articles/360019162791-Creating-a-Copy-of-a-Document 2025-12-29T05:29:21Z https://support.fyi.app/hc/en-us/articles/360019508952-Xero-Integrations-Overview 2026-03-12T05:08:22Z https://support.fyi.app/hc/en-us/articles/360019542511-Can-I-prevent-users-from-deleting-emails-and-documents 2026-02-25T00:33:14Z https://support.fyi.app/hc/en-us/articles/360021584391-Why-do-I-have-to-manually-login-each-time-when-opening-Office-desktop-Word-or-Excel 2026-02-20T07:13:59Z https://support.fyi.app/hc/en-us/articles/360021811091--Do-I-have-to-set-up-the-integration-to-Xero-Ledger-for-every-client 2022-10-27T12:14:19Z https://support.fyi.app/hc/en-us/articles/360022382431-Can-I-bulk-export-my-documents-including-metadata-if-I-want-to-leave-FYI 2022-02-03T21:15:26Z https://support.fyi.app/hc/en-us/articles/360022666252-How-do-I-recover-a-deleted-document-email 2026-02-25T00:31:52Z https://support.fyi.app/hc/en-us/articles/360022738971-Running-the-Client-Ledger-Reports-AutoFile-Australia-and-UK 2026-03-19T06:59:31Z https://support.fyi.app/hc/en-us/articles/360022811672-Appointing-FYI-Champions 2025-12-30T05:20:31Z https://support.fyi.app/hc/en-us/articles/360022816192-Your-Default-Settings 2026-03-16T23:15:55Z https://support.fyi.app/hc/en-us/articles/360023057471-Inviting-New-Users-to-Start-Using-FYI 2025-12-30T05:24:05Z https://support.fyi.app/hc/en-us/articles/360023764132-Is-there-an-archive-ability-for-documents-after-a-particular-time-say-seven-years-and-is-this-global-or-refinable 2024-08-13T01:18:57Z https://support.fyi.app/hc/en-us/articles/360023764152-Is-there-any-ability-to-share-documents-with-clients-in-a-secure-manner 2026-02-20T07:31:17Z https://support.fyi.app/hc/en-us/articles/360023765632-Can-I-use-a-single-login-to-access-two-separate-accounts-in-FYI 2026-03-19T07:38:02Z https://support.fyi.app/hc/en-us/articles/360023862752-Does-FYI-integrate-with-Google-Drive-and-Gmail 2025-03-26T06:06:55Z https://support.fyi.app/hc/en-us/articles/360023996272-Editing-or-Printing-a-PDF 2025-12-29T05:24:19Z https://support.fyi.app/hc/en-us/articles/360024013891-How-is-our-data-backed-up-how-often-and-how-can-we-retrieve-it 2024-06-12T05:30:08Z https://support.fyi.app/hc/en-us/articles/360024013951-Does-FYI-comply-with-privacy-requirements-including-GDPR 2026-02-20T00:48:48Z https://support.fyi.app/hc/en-us/articles/360024015431-Does-FYI-have-a-workpapers-options-like-HowNow 2024-07-05T01:16:01Z https://support.fyi.app/hc/en-us/articles/360024044492-Automation-Processes 2026-03-30T07:00:07Z https://support.fyi.app/hc/en-us/articles/360024049812-Automation-Process-Steps 2026-01-19T05:00:01Z https://support.fyi.app/hc/en-us/articles/360024050572-Tax-Assessments-AutoFile-Agreed-Not-Postal-Agreed-Postal-Australia-Only 2026-03-19T06:56:47Z https://support.fyi.app/hc/en-us/articles/360024050792-Tax-Assessments-AutoFile-Variance-Australia-Only 2026-03-19T06:58:42Z https://support.fyi.app/hc/en-us/articles/360024050912-Client-Ledger-Reports-AutoFile-Australia-and-UK 2026-03-19T07:00:29Z https://support.fyi.app/hc/en-us/articles/360024051032-Negative-Email-Alert 2026-03-19T07:04:26Z https://support.fyi.app/hc/en-us/articles/360024051432-Synchronising-Clients-Staff-Jobs-Time-Tax-Returns-with-Xero-Practice-Manager 2026-03-30T05:23:00Z https://support.fyi.app/hc/en-us/articles/360024051512-Automation-Apps 2025-12-19T00:31:14Z https://support.fyi.app/hc/en-us/articles/360024051572-Automation-History 2025-12-19T00:31:51Z https://support.fyi.app/hc/en-us/articles/360024302171-Introduction-to-the-Automation-Dashboard 2026-03-13T06:44:53Z https://support.fyi.app/hc/en-us/articles/360024309052-Previewing-an-Email 2026-03-26T23:36:36Z https://support.fyi.app/hc/en-us/articles/360024309691-Managing-Email-AutoFile-Settings-and-Practice-Defaults 2026-03-19T02:38:20Z https://support.fyi.app/hc/en-us/articles/360024314712-Opening-Editing-and-Finish-Editing-Documents 2025-12-29T05:21:35Z https://support.fyi.app/hc/en-us/articles/360024318232-Saving-Changes-to-the-View-Layout-Modifying-and-Deleting-Views 2025-12-30T00:45:41Z https://support.fyi.app/hc/en-us/articles/360024321751-Jobs-Overview 2026-03-10T07:41:46Z https://support.fyi.app/hc/en-us/articles/360024323171--Filed-in-FYI-Label-in-Outlook 2025-12-29T02:59:56Z https://support.fyi.app/hc/en-us/articles/360024323671-Bulk-Export-OneDrive 2026-03-18T08:24:44Z https://support.fyi.app/hc/en-us/articles/360024351592-Tasks-Overview 2025-12-30T02:06:12Z https://support.fyi.app/hc/en-us/articles/360024381452-How-do-I-view-Jobs-for-all-Clients-in-a-Client-Group 2026-01-05T06:41:36Z https://support.fyi.app/hc/en-us/articles/360024483412-Setting-Filing-Defaults-for-a-Client-from-Outlook 2025-12-29T02:58:48Z https://support.fyi.app/hc/en-us/articles/360024519692-When-I-generate-a-new-email-is-it-best-practice-to-start-this-in-Outlook-or-FYI 2026-02-23T07:16:58Z https://support.fyi.app/hc/en-us/articles/360024525052-Is-there-a-way-I-can-do-a-bulk-delete-of-emails-and-documents 2026-02-23T06:55:47Z https://support.fyi.app/hc/en-us/articles/360024525092-Where-are-the-emails-and-documents-being-saved-to 2024-06-11T23:52:24Z https://support.fyi.app/hc/en-us/articles/360024526431-How-do-I-change-the-email-address-associated-with-an-FYI-user 2025-08-06T02:55:57Z https://support.fyi.app/hc/en-us/articles/360024571091--We-encountered-an-error-opening-your-document-when-trying-to-download-or-edit-an-FYI-document 2026-03-11T04:07:15Z https://support.fyi.app/hc/en-us/articles/360024592211-Opening-and-Editing-Emails 2025-12-29T03:12:20Z https://support.fyi.app/hc/en-us/articles/360024597031-Previewing-a-Document 2025-12-29T05:18:47Z https://support.fyi.app/hc/en-us/articles/360024600811-Drag-and-Drop 2025-12-29T05:45:44Z https://support.fyi.app/hc/en-us/articles/360024666491-Does-the-integration-with-Xero-Practice-Manager-bring-across-archived-clients 2025-08-06T03:03:38Z https://support.fyi.app/hc/en-us/articles/360024666551-Can-I-automate-the-filing-of-published-reports-in-Xero-Blue 2024-05-22T00:34:56Z https://support.fyi.app/hc/en-us/articles/360024740512-Xero-Tax-Return-AutoFile-Australia-and-New-Zealand-Only 2026-03-19T06:55:19Z https://support.fyi.app/hc/en-us/articles/360024745792-Displaying-the-Auto-Filed-Tax-Returns-Australia-and-New-Zealand-only 2025-12-10T01:19:07Z https://support.fyi.app/hc/en-us/articles/360024783792-Adding-Comments-and-Notifying-Team-Members 2026-01-19T05:00:02Z https://support.fyi.app/hc/en-us/articles/360024789331-Can-I-file-an-email-and-save-the-attachments-within-the-email-rather-than-filing-each-attachment-as-a-separate-item 2026-02-23T07:46:03Z https://support.fyi.app/hc/en-us/articles/360024789391-Does-FYI-file-documents-into-folders 2026-02-25T02:24:50Z https://support.fyi.app/hc/en-us/articles/360024789411-Is-it-possible-to-migrate-documents-in-Dropbox-to-FYI 2025-05-08T00:48:11Z https://support.fyi.app/hc/en-us/articles/360024804132--Error-creating-document-Oh-no-we-had-a-problem-creating-your-document-or-Cannot-carry-out-your-request-when-creating-a-document 2026-03-11T04:26:36Z https://support.fyi.app/hc/en-us/articles/360024826672-Individual-Settings-and-Status 2026-03-18T04:30:18Z https://support.fyi.app/hc/en-us/articles/360024827391-Is-there-security-available-to-limit-staff-access-to-a-specific-client-other-than-through-user-groups 2024-12-12T00:44:30Z https://support.fyi.app/hc/en-us/articles/360024918231-Can-we-import-our-existing-documents-to-FYI 2026-02-23T01:30:57Z https://support.fyi.app/hc/en-us/articles/360025041591-Enabling-Xero-Tax-Integration-Australia-and-New-Zealand-Only 2026-03-12T05:08:22Z https://support.fyi.app/hc/en-us/articles/360025042731-Using-OneDrive-FYI-My-Imports-to-Automatically-Import-to-your-In-Tray 2025-12-29T05:47:25Z https://support.fyi.app/hc/en-us/articles/360025097031-How-to-Login 2026-02-09T03:57:07Z https://support.fyi.app/hc/en-us/articles/360025102411-Creating-Documents-from-Templates-and-Stationery 2025-12-29T04:46:20Z https://support.fyi.app/hc/en-us/articles/360025124751-How-can-I-prevent-the-message-Some-files-contain-viruses-that-can-be-harmful-to-your-computer 2026-02-23T03:13:23Z https://support.fyi.app/hc/en-us/articles/360025183151-Can-I-import-historical-emails-from-Outlook-into-FYI 2026-03-27T01:59:48Z https://support.fyi.app/hc/en-us/articles/360025256051-Documents-are-not-syncing-or-do-not-automatically-import-from-my-OneDrive-FYI-My-Imports 2026-03-11T04:01:31Z https://support.fyi.app/hc/en-us/articles/360025493352-Platform-Walk-through 2025-12-30T02:55:18Z https://support.fyi.app/hc/en-us/articles/360025546111-Creating-Emails-from-Templates 2026-03-27T01:36:18Z https://support.fyi.app/hc/en-us/articles/360025681292-Sharing-Documents-via-Legacy-Collaborate 2026-02-17T07:17:36Z https://support.fyi.app/hc/en-us/articles/360025764552-What-happens-when-the-trial-period-ends 2026-02-19T08:26:44Z https://support.fyi.app/hc/en-us/articles/360025800812-If-I-am-using-a-system-such-as-CCH-iFirm-client-as-well-as-Xero-Tax-can-I-integrate-FYI-with-the-Xero-Tax-client-database 2022-02-20T17:17:54Z https://support.fyi.app/hc/en-us/articles/360025822992-How-can-I-confirm-that-an-email-or-document-is-successfully-marked-as-sent 2026-02-23T02:52:53Z https://support.fyi.app/hc/en-us/articles/360025849251-Saving-an-Office-Document-to-FYI 2025-12-29T05:06:15Z https://support.fyi.app/hc/en-us/articles/360025907651--Error-encountered-setting-up-your-OneDrive-account-Some-functionality-will-not-work-Please-check-you-have-OneDrive-enabled 2026-03-18T03:19:44Z https://support.fyi.app/hc/en-us/articles/360026016191-Link-your-Practice-s-OneDrive-Admin-Account 2025-09-16T03:25:59Z https://support.fyi.app/hc/en-us/articles/360026132572-Adding-FYI-Add-ins-as-a-User-from-within-Office-and-Outlook 2025-06-05T12:29:33Z https://support.fyi.app/hc/en-us/articles/360026188371-Filing-Email-Attachments 2026-03-13T04:47:27Z https://support.fyi.app/hc/en-us/articles/360026759292-Errors-when-Accessing-or-Filing-a-Document 2026-03-27T02:05:49Z https://support.fyi.app/hc/en-us/articles/360026769332-Job-States-Overview 2026-02-27T03:06:43Z https://support.fyi.app/hc/en-us/articles/360026771532-Nominating-the-Primary-Job 2025-12-11T23:54:15Z https://support.fyi.app/hc/en-us/articles/360026785772-Collaborating-with-your-Clients 2026-02-09T04:51:07Z https://support.fyi.app/hc/en-us/articles/360027430372-Why-is-the-client-s-Addressee-not-being-brought-in-with-an-FYI-Template 2026-02-23T06:02:00Z https://support.fyi.app/hc/en-us/articles/360027550872-Automation-Notifications 2025-12-19T00:35:18Z https://support.fyi.app/hc/en-us/articles/360027561172-Displaying-the-Drawer-in-FYI-Outlook-and-Office 2025-12-30T03:27:30Z https://support.fyi.app/hc/en-us/articles/360027575612-Integration-with-Zapier 2026-01-20T05:39:44Z https://support.fyi.app/hc/en-us/articles/360027859891-Digital-Signatures-using-DocuSign 2026-02-19T07:22:32Z https://support.fyi.app/hc/en-us/articles/360028018091-Adding-a-Task-to-a-Job 2025-12-30T02:32:31Z https://support.fyi.app/hc/en-us/articles/360028033891-Sticky-Views 2025-12-30T00:47:36Z https://support.fyi.app/hc/en-us/articles/360028037071-Creating-a-Standalone-Task 2025-12-30T02:31:15Z https://support.fyi.app/hc/en-us/articles/360028050772-If-I-leave-FYI-inactive-am-I-automatically-logged-out 2026-02-20T03:37:03Z https://support.fyi.app/hc/en-us/articles/360028159711-Comments-and-Notifications 2026-02-17T07:30:43Z https://support.fyi.app/hc/en-us/articles/360028160431-Creating-PowerPoint-Presentations-from-FYI 2025-12-29T04:44:10Z https://support.fyi.app/hc/en-us/articles/360028161291-Using-the-Toolbar-Actions 2026-01-05T04:38:31Z https://support.fyi.app/hc/en-us/articles/360028207471-Displaying-Information-for-a-Client 2025-12-09T21:21:24Z https://support.fyi.app/hc/en-us/articles/360028236592-Managing-Practice-Settings 2026-03-30T05:29:38Z https://support.fyi.app/hc/en-us/articles/360028266451-Filing-Documents-in-FYI-and-Filing-Defaults 2026-03-13T06:53:59Z https://support.fyi.app/hc/en-us/articles/360028296491-Document-Types-Overview 2026-03-23T01:16:17Z https://support.fyi.app/hc/en-us/articles/360028674171-Prerequisites-for-using-FYI-in-your-Practice 2026-02-03T02:50:53Z https://support.fyi.app/hc/en-us/articles/360028827072-Can-I-email-internal-staff-a-link-to-a-document-in-FYI 2026-02-23T07:23:33Z https://support.fyi.app/hc/en-us/articles/360028827252-Can-I-save-an-email-or-document-to-multiple-clients-without-copying-it 2026-02-23T02:27:45Z https://support.fyi.app/hc/en-us/articles/360028828072-How-can-I-store-documents-that-are-not-for-a-client-in-FYI-or-save-a-document-that-is-not-associated-to-any-clients 2026-02-20T07:45:38Z https://support.fyi.app/hc/en-us/articles/360028828412-Can-I-retrieve-files-saved-in-FYI-from-within-the-MS-Office-programs-Word-Excel-PowerPoint 2026-02-20T07:29:39Z https://support.fyi.app/hc/en-us/articles/360028828472-Does-FYI-have-MS-Office-Add-ins-for-Mac-OSX 2026-02-20T06:39:46Z https://support.fyi.app/hc/en-us/articles/360028835811-How-do-I-add-a-Client-and-add-a-Client-to-a-Group-when-integrated-with-Xero-Practice-Manager 2024-08-24T04:17:28Z https://support.fyi.app/hc/en-us/articles/360029057871-How-do-I-integrate-with-digital-signatures-Is-this-built-in-as-part-of-FYI-or-do-we-connect-with-our-existing-licences 2024-08-07T06:25:53Z https://support.fyi.app/hc/en-us/articles/360029139351-Can-I-save-new-versions-of-a-document-for-example-so-I-can-revert-to-or-review-a-previous-version-if-necessary 2026-02-20T07:28:41Z https://support.fyi.app/hc/en-us/articles/360029139411-Can-I-link-to-a-file-from-a-third-party-site 2026-02-23T02:36:32Z https://support.fyi.app/hc/en-us/articles/360029139631-What-does-the-search-include 2026-02-25T02:23:26Z https://support.fyi.app/hc/en-us/articles/360029139731-Does-FYI-automatically-clear-the-search-criteria-when-I-leave-a-screen 2026-02-25T02:11:06Z https://support.fyi.app/hc/en-us/articles/360029140291-What-is-the-default-number-of-documents-displayed-on-a-page-and-can-I-change-this 2026-02-25T02:07:23Z https://support.fyi.app/hc/en-us/articles/360029140491-Is-there-a-tool-for-creating-and-or-editing-PDFs-built-into-FYI 2026-02-25T00:36:24Z https://support.fyi.app/hc/en-us/articles/360029140531-Where-are-the-FYI-servers-hosted-and-are-you-compliant-with-privacy-law 2026-02-20T00:48:48Z https://support.fyi.app/hc/en-us/articles/360029140691-What-level-of-support-does-FYI-provide 2025-12-17T02:07:14Z https://support.fyi.app/hc/en-us/articles/360029177631-Changing-the-order-of-Workspace-Tabs 2025-12-30T00:48:14Z https://support.fyi.app/hc/en-us/articles/360029241692-Inserting-your-Signature-into-a-Document 2026-03-17T05:37:27Z https://support.fyi.app/hc/en-us/articles/360029559031-Unable-to-edit-large-files 2026-03-11T01:44:35Z https://support.fyi.app/hc/en-us/articles/360029604731-When-accessing-the-FYI-Drawer-in-Outlook-the-Pin-icon-is-not-available-or-doesn-t-stay-selected 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/360029685792-How-can-I-automatically-add-my-signature-information-to-an-Email 2026-02-10T05:53:53Z https://support.fyi.app/hc/en-us/articles/360029896112-Updating-and-Actioning-Tasks-from-the-Drawer 2025-12-30T02:37:45Z https://support.fyi.app/hc/en-us/articles/360030252491-Is-there-a-way-to-attach-two-email-signatures-in-FYI 2026-02-23T07:22:35Z https://support.fyi.app/hc/en-us/articles/360030306072-What-is-the-difference-between-the-blue-and-white-envelope-icons-that-display-in-lists-for-emails 2026-02-23T07:17:42Z https://support.fyi.app/hc/en-us/articles/360030811391-Why-does-the-text-from-a-Template-not-appear-when-I-create-a-Word-document-using-both-Stationery-and-a-Template 2026-02-23T06:01:11Z https://support.fyi.app/hc/en-us/articles/360030839452-Creating-Jobs 2026-03-03T02:14:43Z https://support.fyi.app/hc/en-us/articles/360030917852-How-can-I-save-files-to-archived-clients 2024-07-22T07:13:27Z https://support.fyi.app/hc/en-us/articles/360030985751-How-to-find-emails-documents-attachments-clients-or-tasks-that-are-missing-or-not-showing 2026-03-27T02:04:08Z https://support.fyi.app/hc/en-us/articles/360031188751-Unique-Document-Reference-Number 2026-02-02T06:56:50Z https://support.fyi.app/hc/en-us/articles/360031801752-Preparing-for-your-Discovery-Meeting 2025-12-30T05:27:50Z https://support.fyi.app/hc/en-us/articles/360031868072-Emails-Sent-Received-and-Draft-and-Mail-Register-Views 2025-12-30T00:45:02Z https://support.fyi.app/hc/en-us/articles/360032152671-The-Document-Migration-Process 2025-12-30T05:31:27Z https://support.fyi.app/hc/en-us/articles/360032251211-Stapled-Documents 2025-12-29T05:28:48Z https://support.fyi.app/hc/en-us/articles/360032256272-Unmatched-Clients 2025-12-30T05:38:24Z https://support.fyi.app/hc/en-us/articles/360032266451-Creating-Templates-for-PDF 2026-02-17T05:19:52Z https://support.fyi.app/hc/en-us/articles/360032659872-Connecting-your-BGL-account-to-FYI 2025-12-09T07:08:06Z https://support.fyi.app/hc/en-us/articles/360032701832-Import-from-BGL 2026-03-19T07:01:00Z https://support.fyi.app/hc/en-us/articles/360032707212-Import-from-NowInfinity 2026-03-19T07:01:27Z https://support.fyi.app/hc/en-us/articles/360032707772-Previewing-Documents-as-Read-Only 2026-01-05T01:15:57Z https://support.fyi.app/hc/en-us/articles/360033001111-Document-does-not-open-when-selecting-Edit-in-Browser-due-to-FYI-pop-up-being-blocked 2026-03-11T01:37:22Z https://support.fyi.app/hc/en-us/articles/360033058131-Why-is-Preview-or-Full-Screen-not-formatting-documents-correctly-or-is-displaying-This-document-type-is-not-currently-available-to-preview 2026-02-23T05:33:57Z https://support.fyi.app/hc/en-us/articles/360033065251-Connecting-your-NowInfinity-account-to-FYI 2026-03-23T01:03:40Z https://support.fyi.app/hc/en-us/articles/360033143572-Including-Merge-Fields-in-Word-Templates-and-Stationery 2026-02-17T05:32:58Z https://support.fyi.app/hc/en-us/articles/360033307652-Can-I-check-back-in-files-checked-out-to-other-users 2026-02-26T03:56:14Z https://support.fyi.app/hc/en-us/articles/360033307772-Where-does-FYI-pick-up-the-Contact-Name-Salutation-or-Addressee-from-when-creating-letters 2026-02-20T07:46:39Z https://support.fyi.app/hc/en-us/articles/360033951392-Saving-Documents-to-Archived-Clients 2025-12-29T05:14:57Z https://support.fyi.app/hc/en-us/articles/360033994812-How-can-I-enable-or-disable-notifications-generated-by-automations-or-custom-processes 2025-11-27T06:52:44Z https://support.fyi.app/hc/en-us/articles/360034140671-Setting-up-Document-Templates-and-Stationery 2026-02-17T05:34:58Z https://support.fyi.app/hc/en-us/articles/360034261852--Please-wait-when-saving-an-editable-PDF-document 2026-03-05T08:55:44Z https://support.fyi.app/hc/en-us/articles/360034372691-Can-Jobs-be-filed-for-the-group-instead-of-the-client 2026-01-05T06:41:36Z https://support.fyi.app/hc/en-us/articles/360034802291-Practice-wide-Shared-Email-Account 2026-03-19T00:04:23Z https://support.fyi.app/hc/en-us/articles/360034816652-How-do-I-import-documents-in-zipped-file-zip-files 2026-02-20T07:27:53Z https://support.fyi.app/hc/en-us/articles/360034905872-Troubleshooting-editing-Excel-and-Word-documents-on-the-desktop-using-OneDrive 2026-03-20T00:39:52Z https://support.fyi.app/hc/en-us/articles/360034921752-Search-within-Emails-Phone-Calls-File-Notes-and-Meetings-Content 2025-12-30T00:55:59Z https://support.fyi.app/hc/en-us/articles/360034978492-Time-Overview 2026-03-30T05:08:38Z https://support.fyi.app/hc/en-us/articles/360035276191-Preparing-your-Browser-for-FYI 2026-03-19T06:10:34Z https://support.fyi.app/hc/en-us/articles/360035319151-Nominating-the-Client-to-Include-in-AutoFile 2026-03-12T06:46:12Z https://support.fyi.app/hc/en-us/articles/360035319451-Post-Migration-Admin 2025-12-30T05:37:39Z https://support.fyi.app/hc/en-us/articles/360035441292-Can-FYI-be-used-on-a-mobile-device-tablet-or-iPad 2026-03-13T04:38:24Z https://support.fyi.app/hc/en-us/articles/360035607672-How-to-edit-a-spreadsheet-that-opens-as-read-only 2026-03-06T03:29:35Z https://support.fyi.app/hc/en-us/articles/360035701771-Setting-up-Custom-Processes 2026-03-27T01:48:36Z https://support.fyi.app/hc/en-us/articles/360035721471-Check-in-of-Locked-Documents 2026-02-26T03:16:30Z https://support.fyi.app/hc/en-us/articles/360035726752-Verifying-your-Synchronisations-with-Xero-Practice-Manager-for-the-First-Time 2026-03-12T05:08:22Z https://support.fyi.app/hc/en-us/articles/360035887091-Group-Client-Job-Search-and-Navigation 2025-12-30T00:31:51Z https://support.fyi.app/hc/en-us/articles/360036025872-OneDrive-FYI-My-Edits-folder-has-disappeared-been-moved-or-deleted-and-shows-an-error-in-My-Status 2026-03-19T04:53:46Z https://support.fyi.app/hc/en-us/articles/360036287491-Investigate-Issues-with-Opening-or-Editing-Documents-in-FYI-by-Testing-OneDrive 2026-03-05T09:12:58Z https://support.fyi.app/hc/en-us/articles/360036439751-What-happens-if-Microsoft-365-is-offline 2024-03-11T01:15:48Z https://support.fyi.app/hc/en-us/articles/360036950192-What-data-is-migrated-into-FYI 2026-03-30T05:43:58Z https://support.fyi.app/hc/en-us/articles/360037205692-Can-access-to-FYI-be-IP-locked-to-stop-documents-being-downloaded-onto-non-company-computers 2024-12-12T00:44:30Z https://support.fyi.app/hc/en-us/articles/360037205792-How-can-I-provide-guest-access-to-a-client-in-FYI 2026-02-20T03:49:15Z https://support.fyi.app/hc/en-us/articles/360037359412-When-selecting-Preview-or-Read-not-showing-the-Document-contents 2026-02-23T05:31:57Z https://support.fyi.app/hc/en-us/articles/360037556132-Draft-emails-edited-in-Outlook-are-not-updated-in-FYI 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/360037683131-Tags-and-Keywords 2025-12-30T00:54:18Z https://support.fyi.app/hc/en-us/articles/360037690771-Why-is-the-Preview-pane-showing-a-different-date-and-time-format-or-timezone 2026-02-23T05:13:01Z https://support.fyi.app/hc/en-us/articles/360037744391-Why-are-emails-being-automatically-filed-to-the-incorrect-Cabinet-or-Category 2026-03-12T05:20:39Z https://support.fyi.app/hc/en-us/articles/360037780891-Where-can-I-locate-all-the-documents-I-am-currently-editing 2026-02-20T07:03:13Z https://support.fyi.app/hc/en-us/articles/360037814071-Creating-an-Email-by-Selecting-Attachments-in-FYI 2026-01-05T01:51:52Z https://support.fyi.app/hc/en-us/articles/360037837731-Why-am-I-being-logged-in-as-a-different-user 2026-02-20T03:21:13Z https://support.fyi.app/hc/en-us/articles/360037842771-Why-are-there-documents-missing-or-not-showing-from-a-view-in-Documents-lists 2026-02-20T07:25:24Z https://support.fyi.app/hc/en-us/articles/360037877131-Why-is-Outlook-displaying-incorrect-content-in-emails 2026-02-23T07:39:17Z https://support.fyi.app/hc/en-us/articles/360037913511-Why-does-a-word-document-have-a-Draft-icon-when-it-is-created-using-a-Stationery 2026-02-20T07:22:55Z https://support.fyi.app/hc/en-us/articles/360038140531-Why-can-t-I-see-the-File-tool-bar-button-in-my-In-Tray 2026-02-23T07:26:14Z https://support.fyi.app/hc/en-us/articles/360038455511-Starred-Documents 2026-03-01T23:42:44Z https://support.fyi.app/hc/en-us/articles/360038496991-How-do-I-resolve-clients-that-don-t-match-to-FYI-on-import 2026-02-20T06:42:30Z https://support.fyi.app/hc/en-us/articles/360038597572-Why-is-there-a-duplication-of-an-archived-Client-in-Xero-Practice-Manager-with-the-same-name-as-an-active-Client 2022-11-03T15:03:03Z https://support.fyi.app/hc/en-us/articles/360039267771-How-can-I-work-with-old-legacy-Microsoft-files-such-as-xls-and-doc 2026-02-20T07:05:21Z https://support.fyi.app/hc/en-us/articles/360039345412-Including-Advanced-Tax-Related-Merge-Fields-in-Word-and-Excel-Templates 2025-12-30T00:16:05Z https://support.fyi.app/hc/en-us/articles/360039638211-Using-Advanced-Tax-Related-Merge-Fields 2026-03-18T08:10:46Z https://support.fyi.app/hc/en-us/articles/360039807132-How-can-I-log-in-to-multiple-FYI-accounts 2026-02-20T04:03:57Z https://support.fyi.app/hc/en-us/articles/360039824712-Using-the-Workflow-for-Approval-Examples 2026-02-19T06:41:48Z https://support.fyi.app/hc/en-us/articles/360039859812-Exporting-Lists-Clients-Documents-Jobs-Tasks-Views 2025-12-30T00:38:21Z https://support.fyi.app/hc/en-us/articles/360039909892-Digital-Signatures-using-Adobe-Sign 2026-02-19T07:27:09Z https://support.fyi.app/hc/en-us/articles/360039977311-Onboarding-Wizard 2026-03-30T05:19:22Z https://support.fyi.app/hc/en-us/articles/360040115011-Workflow-Basics 2026-02-19T06:18:32Z https://support.fyi.app/hc/en-us/articles/360040338252-Why-do-files-not-open-in-the-expected-Desktop-App-when-using-Firefox 2026-02-20T07:16:54Z https://support.fyi.app/hc/en-us/articles/360040387072-How-can-I-edit-Office-documents-without-using-OneDrive 2026-02-20T07:04:20Z https://support.fyi.app/hc/en-us/articles/360040415151--We-found-a-problem-with-some-content-when-opening-a-document 2026-03-11T04:24:21Z https://support.fyi.app/hc/en-us/articles/360040435552-How-to-Use-the-FYI-Migrate-App 2026-02-17T05:10:00Z https://support.fyi.app/hc/en-us/articles/360040438052-Your-Onboarding-Questions-Answered 2025-12-30T05:19:43Z https://support.fyi.app/hc/en-us/articles/360040489452-Getting-Started-as-an-FYI-Admin 2026-02-18T00:51:51Z https://support.fyi.app/hc/en-us/articles/360040599691--Error-creating-document-FYI-could-not-connect-with-OneDrive-please-logout-of-FYI-and-try-again 2026-03-18T03:21:11Z https://support.fyi.app/hc/en-us/articles/360040679852-When-accessed-via-FYI-Sorry-another-account-from-your-organization-is-already-signed-in-on-this-computer-when-signing-into-Microsoft-365 2026-02-23T05:23:54Z https://support.fyi.app/hc/en-us/articles/360040731092-How-do-I-set-a-client-who-is-archived-in-Xero-Practice-Manager-as-active-in-FYI 2025-08-06T02:59:34Z https://support.fyi.app/hc/en-us/articles/360040794072-Incorrect-formatting-in-emails-created-from-Templates-and-Signatures 2026-03-19T03:53:44Z https://support.fyi.app/hc/en-us/articles/360040880292-Configuring-your-OneDrive-for-use-with-FYI 2026-03-29T23:19:51Z https://support.fyi.app/hc/en-us/articles/360040886711-Document-Migration-for-Database-Systems 2026-02-17T07:30:05Z https://support.fyi.app/hc/en-us/articles/360040922011-Document-Migration-for-Folder-Based-Systems 2025-12-30T05:33:32Z https://support.fyi.app/hc/en-us/articles/360040946132-Emails-are-not-displayed-in-the-In-Tray 2026-03-12T06:59:26Z https://support.fyi.app/hc/en-us/articles/360041004091-How-do-I-add-the-Mobile-number-for-a-Client 2025-08-06T02:35:57Z https://support.fyi.app/hc/en-us/articles/360041046791-Setting-up-your-Trial-Account-in-FYI 2026-02-20T05:54:57Z https://support.fyi.app/hc/en-us/articles/360041046911-Adding-the-FYI-Add-ins-for-Office-and-Outlook 2026-03-15T23:50:46Z https://support.fyi.app/hc/en-us/articles/360041236951-Implementors-Refile-Documents 2026-02-17T23:14:24Z https://support.fyi.app/hc/en-us/articles/360041261192-How-do-I-set-up-the-Date-in-a-Word-Template-or-Stationery 2026-02-23T05:59:49Z https://support.fyi.app/hc/en-us/articles/360041355771-Why-can-I-not-Edit-or-Delete-an-email-or-document 2026-03-19T07:37:32Z https://support.fyi.app/hc/en-us/articles/360041454331-Implementors-Refile-Advanced 2026-01-05T05:11:21Z https://support.fyi.app/hc/en-us/articles/360041551751-Why-does-the-FYI-drawer-not-display-when-I-select-a-document 2026-02-23T02:23:35Z https://support.fyi.app/hc/en-us/articles/360041604631-Planning-your-Go-Live-Day 2026-02-09T03:42:30Z https://support.fyi.app/hc/en-us/articles/360041625852-Collaborate-using-OneDrive-Secure-Link-is-Inactive 2026-03-18T03:42:07Z https://support.fyi.app/hc/en-us/articles/360041637131--Error-calling-foundry-request-failed-with-status-code-403-when-sending-an-email-from-an-Automation-Process 2026-02-20T00:11:41Z https://support.fyi.app/hc/en-us/articles/360041639511-How-do-I-check-if-I-am-logged-into-Microsoft-365-on-my-desktop 2024-08-24T04:55:22Z https://support.fyi.app/hc/en-us/articles/360041793511-Optimising-your-computer-for-use-with-FYI 2025-12-30T03:28:29Z https://support.fyi.app/hc/en-us/articles/360041954112-When-deleting-a-Cabinet-why-do-I-get-a-message-about-automations-documents-users-and-clients-assigned-to-the-Cabinet 2026-03-13T04:42:11Z https://support.fyi.app/hc/en-us/articles/360041954932-How-secure-am-I-when-working-from-home 2026-02-20T00:48:48Z https://support.fyi.app/hc/en-us/articles/360041991491-FAQs-when-Getting-Started 2025-12-30T03:07:10Z https://support.fyi.app/hc/en-us/articles/360041992111-Changing-your-Plan-Billing-Details-or-Practice-Details 2026-03-18T04:01:07Z https://support.fyi.app/hc/en-us/articles/360041994511-Data-Security-Ownership-Backup-and-Reliability 2026-02-26T07:00:06Z https://support.fyi.app/hc/en-us/articles/360042044371-Importing-a-Batch-of-Documents-into-FYI 2026-01-05T04:44:25Z https://support.fyi.app/hc/en-us/articles/360042068312-Displaying-the-Job-Workspace 2026-02-27T01:53:19Z https://support.fyi.app/hc/en-us/articles/360042222832-Locating-Documents 2026-02-09T03:45:45Z https://support.fyi.app/hc/en-us/articles/360042232072-Logging-into-FYI-with-an-Email-Alias-set-up-using-Magic-Link 2026-03-18T04:47:45Z https://support.fyi.app/hc/en-us/articles/360042308492-Co-Editing-an-Internal-Document 2025-12-29T23:44:30Z https://support.fyi.app/hc/en-us/articles/360042364492-Displaying-Tasks-for-a-Client 2026-03-02T00:47:33Z https://support.fyi.app/hc/en-us/articles/360042364672-Displaying-Tasks-for-all-Clients 2025-12-30T02:25:51Z https://support.fyi.app/hc/en-us/articles/360042365672-Using-the-Task-Drawer 2026-02-16T05:58:11Z https://support.fyi.app/hc/en-us/articles/360042366232-Incorrect-date-time-or-region-settings-is-causing-incorrect-date-format-errors-when-logging-in-opening-documents-or-cannot-view-clients-documents 2026-03-03T08:08:51Z https://support.fyi.app/hc/en-us/articles/360042409672-Using-Comments-on-Tasks 2025-12-30T02:40:16Z https://support.fyi.app/hc/en-us/articles/360042409752-Task-Notifications 2026-02-09T04:02:22Z https://support.fyi.app/hc/en-us/articles/360042506332-Using-the-Drawer 2025-12-30T03:36:30Z https://support.fyi.app/hc/en-us/articles/360042512952-Copying-or-Inserting-and-Opening-a-Document-Link 2026-02-02T07:13:46Z https://support.fyi.app/hc/en-us/articles/360042552652-Calendar-Entry-AutoFile 2026-04-02T05:04:08Z https://support.fyi.app/hc/en-us/articles/360042554272-Sending-Emails-Immediately-or-Saving-a-Draft 2026-03-19T03:56:06Z https://support.fyi.app/hc/en-us/articles/360042593112-Quick-Access-to-Recently-Used-Clients-and-Views 2025-12-09T20:04:02Z https://support.fyi.app/hc/en-us/articles/360042593552-Navigating-between-Groups-Clients-and-Jobs 2025-12-30T00:44:16Z https://support.fyi.app/hc/en-us/articles/360042594452-Client-Settings 2026-03-13T06:34:57Z https://support.fyi.app/hc/en-us/articles/360042594732-Client-Jobs 2026-02-26T06:10:23Z https://support.fyi.app/hc/en-us/articles/360042595372-Client-Tasks 2025-12-10T01:08:40Z https://support.fyi.app/hc/en-us/articles/360042596652-Client-Process-History-Checklist 2025-12-10T01:57:30Z https://support.fyi.app/hc/en-us/articles/360042615651-Including-Merge-Fields-in-Excel-Templates 2026-02-17T05:31:21Z https://support.fyi.app/hc/en-us/articles/360042642572-Client-Corporate-Affairs-Australia-only 2026-03-24T00:54:36Z https://support.fyi.app/hc/en-us/articles/360042652971-Importing-Documents-to-FYI 2026-02-18T02:27:28Z https://support.fyi.app/hc/en-us/articles/360042653091-Creating-Office-Documents-From-Within-FYI 2026-02-18T02:22:40Z https://support.fyi.app/hc/en-us/articles/360042659152-Navigating-the-Client-Workspace 2026-01-08T01:37:52Z https://support.fyi.app/hc/en-us/articles/360042669151-Overview-Co-Edit-with-your-Team 2025-12-29T23:34:52Z https://support.fyi.app/hc/en-us/articles/360042699071-Displaying-and-Updating-Time-and-Disbursements 2026-03-30T04:57:54Z https://support.fyi.app/hc/en-us/articles/360042792371-Optimising-Remote-Desktop-to-work-with-FYI 2026-03-18T04:49:51Z https://support.fyi.app/hc/en-us/articles/360042795951-Displaying-Tasks-from-your-Home 2026-02-26T05:16:08Z https://support.fyi.app/hc/en-us/articles/360042796171-Displaying-Tasks-from-an-Email-or-Document 2025-12-30T02:27:35Z https://support.fyi.app/hc/en-us/articles/360042842991-Updating-Tasks-from-Lists 2025-12-30T02:37:05Z https://support.fyi.app/hc/en-us/articles/360042844132-Creating-your-First-Letter-in-FYI 2026-01-05T04:34:39Z https://support.fyi.app/hc/en-us/articles/360042850291-Displaying-Tasks-by-Job 2025-12-30T02:28:34Z https://support.fyi.app/hc/en-us/articles/360042928071-Completing-a-Task 2025-12-30T02:38:25Z https://support.fyi.app/hc/en-us/articles/360042943331-Introduction-to-FYI-s-Filing-Structure 2025-12-30T04:59:31Z https://support.fyi.app/hc/en-us/articles/360042945411-Displaying-the-Email-Drawer-in-FYI 2026-03-26T23:36:36Z https://support.fyi.app/hc/en-us/articles/360042991611-Emails-with-Multiple-Recipients 2026-03-27T02:01:11Z https://support.fyi.app/hc/en-us/articles/360042991771-Introduction-to-Email-AutoFile 2026-03-27T02:02:59Z https://support.fyi.app/hc/en-us/articles/360042992971-Adding-Attachments-to-an-Email-in-FYI 2025-12-29T01:00:19Z https://support.fyi.app/hc/en-us/articles/360043034591-Clients-Overview 2026-01-08T03:04:31Z https://support.fyi.app/hc/en-us/articles/360043036391-Client-Summary 2025-12-09T21:22:58Z https://support.fyi.app/hc/en-us/articles/360043037951-Client-Documents 2025-12-10T01:09:24Z https://support.fyi.app/hc/en-us/articles/360043038111-Client-Tax-Australia-and-New-Zealand-only 2025-12-10T01:20:38Z https://support.fyi.app/hc/en-us/articles/360043047171-Automatic-Document-Imports 2026-03-20T00:40:34Z https://support.fyi.app/hc/en-us/articles/360043047191-Custom-Processes 2025-12-10T02:53:58Z https://support.fyi.app/hc/en-us/articles/360043165092-Quick-Access-to-Recently-Used-Tasks-and-Views 2025-12-30T02:06:59Z https://support.fyi.app/hc/en-us/articles/360043208731-In-Outlook-Online-why-is-the-FYI-Add-in-not-refreshing-properly-or-the-filing-details-not-correctly-pre-filled 2026-02-23T07:33:43Z https://support.fyi.app/hc/en-us/articles/360043215632-I-m-working-from-home-and-have-a-problem-logging-in-accessing-documents-or-working-with-documents 2026-03-27T01:59:01Z https://support.fyi.app/hc/en-us/articles/360043368691-Filing-your-First-Email-From-Outlook 2026-03-27T01:39:23Z https://support.fyi.app/hc/en-us/articles/360043449632-Sharing-your-In-Tray 2025-12-29T02:49:39Z https://support.fyi.app/hc/en-us/articles/360043466652-Replying-to-or-Forwarding-an-Email 2025-12-29T01:12:33Z https://support.fyi.app/hc/en-us/articles/360043467132-Displaying-the-Email-Drawer-in-Outlook 2026-03-27T01:24:22Z https://support.fyi.app/hc/en-us/articles/360043607351-Quick-Access-to-Views-Clients-Documents-Jobs-Tasks-and-Automation 2025-12-30T00:43:40Z https://support.fyi.app/hc/en-us/articles/360043722911-Using-Upload-to-Import-a-File 2025-12-29T05:46:33Z https://support.fyi.app/hc/en-us/articles/360043903751-Re-opening-and-Sending-Draft-Emails 2025-12-29T01:11:28Z https://support.fyi.app/hc/en-us/articles/360044034311-Creating-an-Email-in-FYI 2026-02-18T02:16:50Z https://support.fyi.app/hc/en-us/articles/360044047512-Default-Automations 2026-03-13T05:48:02Z https://support.fyi.app/hc/en-us/articles/360044049152-Internal-Documents-in-the-Knowledge-Cabinets 2025-12-30T00:52:27Z https://support.fyi.app/hc/en-us/articles/360044053312-Archived-Clients 2026-01-08T03:04:51Z https://support.fyi.app/hc/en-us/articles/360044148991-Using-the-Document-Drawer 2025-12-17T07:34:51Z https://support.fyi.app/hc/en-us/articles/360044149492-Client-Security 2025-12-10T01:52:57Z https://support.fyi.app/hc/en-us/articles/360044177292-Finding-Information-in-FYI 2025-09-25T05:41:14Z https://support.fyi.app/hc/en-us/articles/360044215492-Using-the-button-to-Create 2025-12-30T03:38:13Z https://support.fyi.app/hc/en-us/articles/360044221032-Creating-PDF-Documents-from-FYI 2025-12-29T04:45:12Z https://support.fyi.app/hc/en-us/articles/360044303851-Delegating-your-First-Task-in-FYI 2026-01-05T04:37:14Z https://support.fyi.app/hc/en-us/articles/360044353152-Reviewing-and-Approving-Emails-and-Documents 2026-02-19T06:49:15Z https://support.fyi.app/hc/en-us/articles/360044410372-How-does-FYI-handle-emails-with-BCCs 2026-02-23T07:12:54Z https://support.fyi.app/hc/en-us/articles/360044411092-How-can-I-use-a-Shared-Mailbox 2026-02-10T06:35:21Z https://support.fyi.app/hc/en-us/articles/360044460811-Using-Knowledge-Cabinets 2025-12-29T04:03:34Z https://support.fyi.app/hc/en-us/articles/360044627691-Your-Client-Workspace 2026-02-17T05:14:34Z https://support.fyi.app/hc/en-us/articles/360044683192-Workflow-Overview 2026-02-19T05:42:00Z https://support.fyi.app/hc/en-us/articles/360044683472-Custom-Processes-using-Views-and-Summary-Notifications 2025-12-09T07:08:07Z https://support.fyi.app/hc/en-us/articles/360044917891-Using-Keywords 2025-12-30T00:55:08Z https://support.fyi.app/hc/en-us/articles/360044925451-Using-Tags 2025-12-30T00:54:44Z https://support.fyi.app/hc/en-us/articles/360044971691-Sharing-your-In-Tray 2026-02-18T02:10:56Z https://support.fyi.app/hc/en-us/articles/360044972111-Replying-and-Forwarding-Emails-from-FYI 2026-02-18T02:09:38Z https://support.fyi.app/hc/en-us/articles/360045126731-Multi-Person-Review-and-Approval 2026-02-20T01:52:43Z https://support.fyi.app/hc/en-us/articles/360045200572-FYI-Migrate-FAQs 2026-02-23T01:29:26Z https://support.fyi.app/hc/en-us/articles/360045336452-Setting-up-an-External-User-for-FYI-IT-Admin-or-Consultant 2026-03-18T04:49:15Z https://support.fyi.app/hc/en-us/articles/360045495412-Alternate-Xero-login-for-FYI 2026-03-03T08:36:08Z https://support.fyi.app/hc/en-us/articles/360045630551-Opening-and-Editing-Office-Documents 2026-02-18T02:26:24Z https://support.fyi.app/hc/en-us/articles/360045860031-Client-Contacts 2026-03-13T05:06:58Z https://support.fyi.app/hc/en-us/articles/360045860572-Integration-with-ATOmate-Business-Automation-Works 2026-02-18T00:14:51Z https://support.fyi.app/hc/en-us/articles/360045914472-Integration-with-ATO-SmartDocs 2025-12-09T07:06:58Z https://support.fyi.app/hc/en-us/articles/360046030831-Filing-Attachments-in-Outgoing-Emails 2025-12-29T03:08:35Z https://support.fyi.app/hc/en-us/articles/360046202632-Sharing-the-Share-Folder-with-the-Client 2026-02-09T04:51:09Z https://support.fyi.app/hc/en-us/articles/360046274812-Co-Editing-an-External-Document-Co-Edit-with-Client 2026-02-09T04:51:06Z https://support.fyi.app/hc/en-us/articles/360046324552-Overview-Co-Edit-with-Client 2026-02-09T04:51:08Z https://support.fyi.app/hc/en-us/articles/360046470192-FYI-Add-in-for-Office-or-Outlook-not-loading-failing-to-login-or-running-slow-desktop-computer 2026-03-19T07:34:54Z https://support.fyi.app/hc/en-us/articles/360046638412-Filing-Email-from-another-User-s-Outlook 2025-12-29T03:17:44Z https://support.fyi.app/hc/en-us/articles/360046670191-Client-Collaborate-Tab 2026-02-09T04:51:07Z https://support.fyi.app/hc/en-us/articles/360046670391-Client-Collaborate 2025-12-10T02:03:15Z https://support.fyi.app/hc/en-us/articles/360046815971--File-is-corrupted-or-prompt-to-repair-file-when-opening-an-Excel-spreadsheet 2026-02-25T00:35:11Z https://support.fyi.app/hc/en-us/articles/360046822291-Why-does-the-Syncing-with-FYI-message-take-a-long-time-or-does-not-stop-syncing 2026-02-23T05:38:34Z https://support.fyi.app/hc/en-us/articles/360046933831-Filing-Attachments-that-cannot-be-Auto-filed-or-Opened 2026-02-16T06:00:01Z https://support.fyi.app/hc/en-us/articles/360047389731-How-can-I-update-Excel-spreadsheets-with-links-and-external-references-to-other-spreadsheets 2026-02-23T06:16:17Z https://support.fyi.app/hc/en-us/articles/360047490071-Implementors-Live-Import-FAQs 2026-01-05T05:03:54Z https://support.fyi.app/hc/en-us/articles/360047724551-Sharing-the-Upload-Folder-with-the-Client 2026-02-09T04:51:09Z https://support.fyi.app/hc/en-us/articles/360047940932-Why-is-an-Automation-Process-not-completing 2025-11-27T06:48:44Z https://support.fyi.app/hc/en-us/articles/360047950231-Creating-Bulk-Time-Entries 2026-03-03T06:56:52Z https://support.fyi.app/hc/en-us/articles/360048317172--Failed-to-verify-user-identity-please-log-out-and-back-into-FYI-before-trying-again 2026-03-11T04:21:49Z https://support.fyi.app/hc/en-us/articles/360048326752--Unfileable-attachment-upload-via-FYI-web-and-attachment-is-titled-ATP-Scan-In-Progress 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/360048361352-General-Troubleshooting-checking-your-Status-page 2026-03-19T07:35:16Z https://support.fyi.app/hc/en-us/articles/360048361672-Emails-are-not-being-AutoFiled-correctly 2026-03-31T07:08:23Z https://support.fyi.app/hc/en-us/articles/360048386071-Why-are-there-documents-in-my-OneDrive-FYI-My-Edits-Folder-but-no-documents-in-my-Home-My-Edits 2026-02-26T06:30:08Z https://support.fyi.app/hc/en-us/articles/360048401872--Invalid-getting-available-companies-for-the-process-BGL-Corporate-Documents-ASIC-Statements-Import-AutoFile 2026-02-18T04:52:58Z https://support.fyi.app/hc/en-us/articles/360048402572-Why-is-FYI-not-syncing-new-versions-of-edited-documents-HP-Sure-Click-is-enabled 2026-02-23T05:39:59Z https://support.fyi.app/hc/en-us/articles/360048419391-Digital-Signatures-using-Annature 2026-02-19T07:47:15Z https://support.fyi.app/hc/en-us/articles/360048532011-Getting-Started-as-an-Implementor 2026-01-05T04:59:57Z https://support.fyi.app/hc/en-us/articles/360048763632-Displaying-the-Jobs-Board 2026-02-26T05:23:02Z https://support.fyi.app/hc/en-us/articles/360048906492-New-improvements-to-search-and-retrieval-functionality 2026-03-30T06:05:26Z 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https://support.fyi.app/hc/en-us/articles/360049117872-Collaborate-using-OneDrive-Errors-clients-may-receive-when-accessing-secure-links 2026-03-17T08:57:29Z https://support.fyi.app/hc/en-us/articles/360049117952-Introducing-Collaborate-to-your-Clients-and-Sample-Email-for-Practices 2026-02-09T04:51:08Z https://support.fyi.app/hc/en-us/articles/360049278851-Displaying-the-FYI-Service-Status-Dashboard 2025-12-30T03:47:54Z https://support.fyi.app/hc/en-us/articles/360049347172--Could-not-find-attachments-to-save-when-filing-emails-with-attachments-in-Outlook-desktop 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/360049348532-Why-does-my-login-to-Microsoft-365-expire-and-I-have-to-sign-in-again 2026-02-23T05:22:57Z https://support.fyi.app/hc/en-us/articles/360049348912--Error-posting-envelope-to-DocuSign-One-or-both-of-Username-and-Password-are-invalid-Invalid-access-token 2025-02-20T00:46:30Z https://support.fyi.app/hc/en-us/articles/360049384571-Announcing-Time-Sheets 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360049384611-New-improvements-to-email-drafts 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360049384631-Announcing-a-new-way-to-navigate-between-Client-Workspaces 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360049384711-Announcing-new-integrations-with-BGL-CAS-360-and-NowInfinity 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360049384851-New-features-for-your-email-and-document-templates 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360049385211-Announcing-our-new-Jobs-list-and-enhanced-integration-with-Xero-Practice-Manager 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360049385411-Easily-view-all-your-client-info-with-our-new-jobs-and-tax-tabs 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360049482171-Why-does-a-Job-come-through-to-FYI-that-has-no-Client-assigned-to-it 2026-01-05T06:41:36Z https://support.fyi.app/hc/en-us/articles/360049537432-Introducing-Shared-Folders-to-your-Clients-and-Sample-Email-for-Practices 2026-02-09T04:51:09Z https://support.fyi.app/hc/en-us/articles/360049586771-Introducing-our-new-kanban-style-Jobs-Board 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360049595932-Can-I-setup-FYI-with-only-Xero-Tax-or-do-I-need-Xero-Practice-Manager 2026-02-23T01:37:45Z https://support.fyi.app/hc/en-us/articles/360049596392-Integration-with-Generic-Practice-Management-Software 2025-12-09T07:04:51Z https://support.fyi.app/hc/en-us/articles/360049703912--Could-not-find-the-document-or-Error-loading-documents 2026-02-16T00:01:13Z https://support.fyi.app/hc/en-us/articles/360049756712-Removing-Access-to-the-Legacy-Collaborate-Share-Folder-and-Upload-Folder 2026-02-09T04:51:10Z https://support.fyi.app/hc/en-us/articles/360049932552-How-can-I-remove-the-FYI-Add-ins 2024-09-04T04:52:15Z https://support.fyi.app/hc/en-us/articles/360050126771-What-FYI-features-are-available-for-the-plan-my-practice-has-subscribed-to 2026-02-20T01:31:04Z https://support.fyi.app/hc/en-us/articles/360050298591-Co-Editing-Excel-Spreadsheets-with-Linked-Cells-Macros-and-other-Controls-or-Links-to-specific-Worksheets 2025-12-29T23:45:56Z https://support.fyi.app/hc/en-us/articles/360050848171-Setting-up-the-Shared-Folders-Email-Template-and-Assigning-Share-Settings-Access 2026-02-09T04:51:08Z https://support.fyi.app/hc/en-us/articles/360051021892-Document-Templates-Stationery-and-Merge-Fields 2025-12-29T04:05:47Z https://support.fyi.app/hc/en-us/articles/360051052931-Removing-Access-to-Shared-Documents-on-Legacy-Collaborate 2026-02-09T04:51:08Z https://support.fyi.app/hc/en-us/articles/360051112292-Uploading-a-New-Version-of-a-Document 2025-12-29T05:48:01Z https://support.fyi.app/hc/en-us/articles/360051133112-Overview-of-Templates-Signatures-and-Merge-Fields-for-Emails 2025-12-29T03:24:08Z https://support.fyi.app/hc/en-us/articles/360051152651-Troubleshooting-initial-issues-with-Shared-Documents-or-Shared-Folders 2026-03-18T03:05:49Z https://support.fyi.app/hc/en-us/articles/360051156491-Summary-of-OneDrive-Folders-used-in-FYI 2025-06-05T12:14:35Z https://support.fyi.app/hc/en-us/articles/360051309652-Why-do-I-have-to-login-to-the-FYI-Add-in-continuously-when-using-Office 2026-02-23T05:28:52Z https://support.fyi.app/hc/en-us/articles/360051494611-Overview-of-using-Email-Templates-Signatures-and-Merge-Fields 2025-12-12T03:51:47Z https://support.fyi.app/hc/en-us/articles/360051563952-Implementors-Live-Import 2026-02-20T05:24:29Z https://support.fyi.app/hc/en-us/articles/360051646732-Integration-with-The-Gap-Portal 2025-08-14T04:43:12Z https://support.fyi.app/hc/en-us/articles/360051773411-Why-can-I-not-Co-Edit-a-document-or-get-the-error-Sorry-you-don-t-have-access 2026-02-20T07:01:44Z https://support.fyi.app/hc/en-us/articles/360052002652-October-2020-Did-You-Miss-It 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360052140411-Occasional-Delays-in-Syncing-with-Xero-Practice-Manager 2026-03-17T02:10:21Z https://support.fyi.app/hc/en-us/articles/360052350592-Announcing-our-new-integration-with-The-Gap-Portal 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360052395852-Including-Merge-Fields-in-Email-Templates-and-Signatures 2025-12-29T03:36:05Z https://support.fyi.app/hc/en-us/articles/360052396232-Formatting-and-Fonts-in-Email-Templates-and-Signatures 2026-02-17T07:14:09Z https://support.fyi.app/hc/en-us/articles/360052438371-How-do-I-merge-Clients-where-one-has-been-archived-in-Xero-Practice-Manager 2024-07-11T03:03:40Z https://support.fyi.app/hc/en-us/articles/360052500472--Oh-no-an-error-has-occurred-due-to-FYI-web-app-not-automatically-updating 2026-03-11T04:20:53Z https://support.fyi.app/hc/en-us/articles/360052525371-Announcing-our-new-integration-with-Annature 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360052577551-You-re-invited-Join-our-new-community-for-FYI-users 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360052589252--Invalid-authentication-please-reconnect-app-in-Process-History-for-NowInfinity-or-BGL-integrations 2025-02-20T00:44:42Z https://support.fyi.app/hc/en-us/articles/360052590192-Why-do-multiple-versions-of-the-file-open-when-I-open-an-Excel-file-for-edit-on-desktop 2026-02-23T06:15:27Z https://support.fyi.app/hc/en-us/articles/360052608432-Known-Issues-with-the-new-release-of-Document-Templates 2025-12-30T00:19:01Z https://support.fyi.app/hc/en-us/articles/360052698412-How-the-Client-accesses-the-Shared-Document 2026-02-09T04:51:09Z https://support.fyi.app/hc/en-us/articles/360052701172-How-the-Client-accesses-the-Shared-Folders 2026-02-09T04:51:09Z https://support.fyi.app/hc/en-us/articles/360052777692-Product-Update-December-2020 2026-01-13T03:07:58Z https://support.fyi.app/hc/en-us/articles/360052846631-Creating-an-Email-Signature-using-HTML-and-Merge-Fields 2025-12-29T03:41:38Z https://support.fyi.app/hc/en-us/articles/360052965931-Known-Issues-with-Email-Templates 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/360052974972-When-exporting-documents-from-Chrome-why-does-this-download-to-a-network-drive-rather-than-the-Downloads-folder 2026-02-23T06:40:43Z https://support.fyi.app/hc/en-us/articles/360053015992-Viewing-All-Users-In-Trays 2026-03-27T02:01:47Z https://support.fyi.app/hc/en-us/articles/360053038571-How-do-I-change-the-connection-to-Adobe-Sign-for-the-Adobe-Sign-Domain-Name-change 2024-03-13T04:05:41Z https://support.fyi.app/hc/en-us/articles/360053228852-November-2020-Goodbye-Spring-Hello-Summer 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360053362911-Pending-Approval-Notification 2025-12-09T07:08:39Z https://support.fyi.app/hc/en-us/articles/360053387831-OneDrive-Admin-Account 2026-03-18T03:46:24Z https://support.fyi.app/hc/en-us/articles/360053443971--No-active-user-for-when-logging-into-FYI 2026-03-25T05:22:09Z https://support.fyi.app/hc/en-us/articles/360053446451-What-is-the-OneDrive-Attachments-folder 2026-02-26T06:30:33Z https://support.fyi.app/hc/en-us/articles/360053447351-In-the-Jobs-list-why-is-a-user-s-name-not-displayed-correctly-in-the-Manager-or-Partner-column 2026-01-05T06:41:36Z https://support.fyi.app/hc/en-us/articles/360053877332-How-to-check-if-the-OneDrive-is-permanently-or-often-syncing 2026-03-11T04:05:50Z https://support.fyi.app/hc/en-us/articles/360054001412-People-section-does-not-show-correct-recipients-if-these-are-changed-in-Outlook-before-sending 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/360054004212-Announcing-our-new-integration-with-FuseDocs 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360054443792-Why-are-Merge-Fields-in-a-Word-Template-or-Stationery-not-working-correctly 2026-02-23T05:56:49Z https://support.fyi.app/hc/en-us/articles/360054445692-How-often-are-clients-jobs-and-staff-synchronised-from-Xero-Practice-Manager 2026-02-26T04:18:50Z https://support.fyi.app/hc/en-us/articles/360054506451-Integration-with-FuseDocs 2025-12-09T07:08:06Z https://support.fyi.app/hc/en-us/articles/360054510951-Digital-Signatures-using-FuseSign 2026-02-19T07:55:58Z https://support.fyi.app/hc/en-us/articles/360054634551-Announcing-our-new-integration-with-FuseSign 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360054662572-My-client-is-a-Guest-User-in-our-Microsoft-365-account-and-cannot-use-document-links 2026-03-18T03:18:13Z https://support.fyi.app/hc/en-us/articles/360055001692-Why-is-the-Manager-or-Partner-showing-as-Unassigned-or-No-User 2026-02-20T02:59:00Z https://support.fyi.app/hc/en-us/articles/360055036491-December-2020-And-that-s-a-wrap 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360055315171-Checking-the-latest-version-of-the-FYI-web-app 2026-03-03T09:20:56Z https://support.fyi.app/hc/en-us/articles/360055367352-When-the-Share-Folder-has-been-shared-what-do-I-do-if-the-client-changes-their-email 2026-02-26T06:23:40Z https://support.fyi.app/hc/en-us/articles/360055421691-New-Templates-Stationery-and-Signatures 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360055445972-Why-is-the-Filed-in-FYI-blue-icon-not-showing-in-Outlook 2026-02-23T07:35:29Z https://support.fyi.app/hc/en-us/articles/360055454611-Why-are-there-documents-in-my-OneDrive-FYI-Processed-Folder 2025-07-30T01:48:13Z https://support.fyi.app/hc/en-us/articles/360055528992-When-I-login-to-FYI-why-am-I-asked-to-login-a-second-time 2026-02-20T02:59:17Z https://support.fyi.app/hc/en-us/articles/360055529972-Configuring-your-Outlook-settings-for-FYI 2025-06-05T12:29:32Z https://support.fyi.app/hc/en-us/articles/360055604832-How-do-we-export-or-import-data-for-a-practice-split-or-a-practice-merger 2024-04-18T06:43:03Z https://support.fyi.app/hc/en-us/articles/360055856392-Additions-and-changes-made-to-FYI-settings-practice-settings-views-templates-are-missing-or-not-showing 2026-03-03T09:12:31Z https://support.fyi.app/hc/en-us/articles/360055971811--Could-not-find-connection-details-for-BGL-but-a-BGL-automation-is-enabled-and-BGL-integration-is-not-running 2025-02-20T00:42:18Z https://support.fyi.app/hc/en-us/articles/360056040692-Why-can-I-not-find-migrated-documents 2026-02-23T01:34:14Z https://support.fyi.app/hc/en-us/articles/360056043412-If-we-have-two-practices-running-independently-can-some-users-work-across-both 2026-02-23T05:22:10Z https://support.fyi.app/hc/en-us/articles/360056056812-Sending-a-Bulk-Email-with-an-Attachment 2025-12-09T07:08:27Z https://support.fyi.app/hc/en-us/articles/360056066672--This-add-in-could-not-be-started-Close-this-dialog-to-ignore-the-problem-or-click-Restart-to-try-again 2026-03-03T08:59:38Z https://support.fyi.app/hc/en-us/articles/360056099991-Issues-Configuring-FYI-for-Enterprise-Practices 2024-07-02T00:20:36Z https://support.fyi.app/hc/en-us/articles/360056152812-Navigating-the-Main-Menu 2025-12-30T03:33:16Z https://support.fyi.app/hc/en-us/articles/360056194012-Accessing-FYI-from-within-Office 2025-12-29T05:05:39Z https://support.fyi.app/hc/en-us/articles/360056342452-Why-are-some-of-the-options-for-Xero-Practice-Manager-Job-Category-not-showing-when-adding-a-Task 2026-01-05T06:41:36Z https://support.fyi.app/hc/en-us/articles/360056390411-Using-the-Knowledge-Templates-List 2025-12-29T04:51:33Z https://support.fyi.app/hc/en-us/articles/360056416092-My-Practice-is-changing-our-Microsoft-365-Tenant-or-renaming-our-domain-What-do-we-do-in-FYI 2026-03-02T00:45:59Z https://support.fyi.app/hc/en-us/articles/360056471231-How-do-I-change-the-client-name-or-client-details-in-FYI 2025-06-06T05:50:45Z https://support.fyi.app/hc/en-us/articles/360056471411-I-do-not-see-a-feature-or-there-is-a-button-missing-on-the-FYI-screen 2026-03-03T08:48:52Z https://support.fyi.app/hc/en-us/articles/360056498311--Error-posting-envelope-to-FuseSign-Message-One-or-more-errors-occurred 2025-02-20T00:53:49Z https://support.fyi.app/hc/en-us/articles/360056502132--Waiting-for-the-machines-to-run-The-email-will-be-uploaded-at-next-synchronisation-in-Outlook 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/360056533972-FYI-Add-in-for-Office-or-Outlook-not-loading-or-failing-to-login-Remote-Desktop-or-Terminal-Server 2026-01-27T01:46:07Z https://support.fyi.app/hc/en-us/articles/360056666092-Building-your-Foundations 2025-12-30T04:08:25Z https://support.fyi.app/hc/en-us/articles/360056758372-We-are-merging-with-another-practice-How-can-we-bring-the-FYI-information-in-the-two-practices-together 2024-06-28T06:56:06Z https://support.fyi.app/hc/en-us/articles/360056769611-Preparing-to-Go-Live 2026-02-18T01:57:26Z https://support.fyi.app/hc/en-us/articles/360056806771-How-can-I-view-an-attachment-in-an-email-that-is-within-a-thread 2026-02-23T07:45:28Z https://support.fyi.app/hc/en-us/articles/360056813592-Activating-Sample-Process-Automations 2026-01-05T04:47:00Z https://support.fyi.app/hc/en-us/articles/360056895332--Microsoft-Excel-cannot-access-the-file-https 2026-03-06T03:28:46Z https://support.fyi.app/hc/en-us/articles/360056965952-I-have-access-to-two-Xero-Practice-Manager-accounts-Can-I-use-this-email-address-with-an-alias-to-access-two-FYI-accounts 2025-08-06T02:53:12Z https://support.fyi.app/hc/en-us/articles/360057033152-Synchronising-Clients-Users-Jobs-and-Tax-Returns-with-MYOB-Practice-Management-formerly-GreatSoft 2026-03-30T05:18:06Z https://support.fyi.app/hc/en-us/articles/360057043912--Unfileable-attachment-upload-via-FYI-web-when-trying-to-view-file-or-open-attached-emails 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/360057066951-Why-do-I-keep-being-asked-to-login-with-Multifactor-Authentication-when-logging-into-FYI 2026-02-20T03:00:24Z https://support.fyi.app/hc/en-us/articles/360057103771-FYI-Welcome-Screen 2026-01-05T01:40:52Z https://support.fyi.app/hc/en-us/articles/360057307212-Testing-Custom-Processes 2025-12-09T07:08:28Z https://support.fyi.app/hc/en-us/articles/360057314352-Running-Custom-Processes 2026-03-12T22:45:30Z https://support.fyi.app/hc/en-us/articles/360057369712--Zapier-Error-Bargle-There-was-a-problem-with-the-data-returned-from-this-step-Please-contact-support 2025-03-20T01:45:50Z https://support.fyi.app/hc/en-us/articles/360057398332-FYI-Migrate-Errors 2026-02-23T01:29:12Z https://support.fyi.app/hc/en-us/articles/360057414392-Internal-Reminder-to-Contact-Client 2026-02-26T05:42:06Z https://support.fyi.app/hc/en-us/articles/360057427392-Error-Sorry-we-couldn-t-find-https-or-Can-t-Open-File-when-opening-documents-for-Edit-in-Desktop-and-for-OneDrive-Syncing 2026-03-11T04:11:42Z https://support.fyi.app/hc/en-us/articles/360057507371-Why-is-my-FYI-Drafts-folder-in-Outlook-missing-or-I-cannot-find-it 2026-02-23T07:38:44Z https://support.fyi.app/hc/en-us/articles/360057595832--You-don-t-have-access-to-connect-to-any-Xero-Practice-Manager-Accounts-when-connecting-FYI-to-XPM 2026-01-27T01:46:07Z https://support.fyi.app/hc/en-us/articles/360057627751-Sending-an-Income-Tax-Return-Checklist-to-a-Client 2025-12-09T07:08:22Z https://support.fyi.app/hc/en-us/articles/360057629191-Client-Upload-Notification 2025-12-09T07:08:28Z https://support.fyi.app/hc/en-us/articles/360057675252-Why-does-a-document-show-a-question-mark-icon-as-the-Type-in-the-documents-list-and-I-cannot-open-it 2026-02-20T07:24:18Z https://support.fyi.app/hc/en-us/articles/360057743571-Implementors-Administering-Live-Import 2026-01-05T05:05:42Z https://support.fyi.app/hc/en-us/articles/360058025151-Can-I-integrate-with-Class-Super 2024-02-27T05:45:57Z https://support.fyi.app/hc/en-us/articles/360058026792-Integration-with-DocuSign 2025-12-07T23:03:04Z https://support.fyi.app/hc/en-us/articles/360058026872-Integration-with-FuseSign 2025-12-07T23:03:08Z https://support.fyi.app/hc/en-us/articles/360058036391-Resetting-your-connection-between-FYI-and-Xero-Practice-Manager 2026-03-30T04:47:29Z https://support.fyi.app/hc/en-us/articles/360058058492-Setting-up-Automation-Processes 2025-12-19T00:34:48Z https://support.fyi.app/hc/en-us/articles/360058275271-Why-has-the-sync-with-Xero-Practice-Manager-stopped-and-it-is-no-longer-syncing 2024-08-12T07:27:01Z https://support.fyi.app/hc/en-us/articles/360058329671-Why-is-the-Sharing-Settings-button-red-in-Client-Collaborate-and-error-Invalid-Authentication-Error-Please-confirm-the-OneDrive-admin-is-authenticated-when-trying-to-add-users 2026-02-26T06:32:10Z https://support.fyi.app/hc/en-us/articles/360058369692--User-does-not-have-the-permission-to-impersonate-another-user-using-Bundle-CreatedBy-Ensure-this-user-is-a-FuseSign-Administrator-when-sending-a-document-for-signature-with-FuseSign 2024-08-12T07:59:53Z https://support.fyi.app/hc/en-us/articles/360058406931-Essential-Upgrade-to-Xero-Practice-Manager-Integration-Action-Required-by-31-03-21 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/360058447072--User-s-email-address-not-available-in-AdobeSign-when-sending-a-document-for-signature-with-Adobe-Sign 2024-03-11T01:03:07Z https://support.fyi.app/hc/en-us/articles/360058481371-Integration-with-Adobe-Sign 2025-12-17T22:23:39Z https://support.fyi.app/hc/en-us/articles/360058481391-Integration-with-Annature 2025-12-07T23:03:09Z https://support.fyi.app/hc/en-us/articles/360058492452--An-error-occurred-connecting-your-account-when-logging-into-FYI 2026-03-03T09:11:47Z https://support.fyi.app/hc/en-us/articles/360058576751-My-Imports 2026-03-19T07:04:18Z https://support.fyi.app/hc/en-us/articles/360058778512-What-happens-to-the-documents-filed-for-a-client-if-the-client-is-archived-in-Xero-Practice-Manager 2024-08-24T04:42:22Z https://support.fyi.app/hc/en-us/articles/360058886571--Cannot-find-Annature-user-for-user-s-email-address-when-sending-a-document-for-signature-with-Annature 2024-06-17T04:23:26Z https://support.fyi.app/hc/en-us/articles/360058914431-Occasional-Delays-in-Syncing-with-Xero-Practice-Manager-due-to-Xero-s-new-oAuth 2026-01-27T01:46:07Z https://support.fyi.app/hc/en-us/articles/360059065151-When-using-an-Email-Signature-why-does-the-image-for-our-logo-not-download-and-display-when-I-open-the-email-in-Outlook 2026-02-23T07:47:52Z https://support.fyi.app/hc/en-us/articles/360059109371--Message-inaccessible-due-to-invalid-credentials-why-filing-an-email-from-the-FYI-drawer-in-Outlook 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/360059127051-How-can-I-change-the-order-in-which-Categories-or-Category-Options-such-as-Year-display-in-the-drawer 2024-12-12T00:44:30Z https://support.fyi.app/hc/en-us/articles/360059127711--We-can-t-open-this-workbook-It-s-set-to-only-show-certain-named-items-but-they-aren-t-in-the-workbook-when-previewing-a-spreadsheet-and-blank-worksheet-when-I-edit 2026-03-11T04:08:03Z https://support.fyi.app/hc/en-us/articles/360059411891-Process-Step-Details-Create-Emails-and-Documents 2026-03-30T07:00:08Z https://support.fyi.app/hc/en-us/articles/360059537512-Delays-when-opening-documents-for-Edit-in-Desktop 2026-03-05T08:48:56Z https://support.fyi.app/hc/en-us/articles/360059584911-Managing-Templates-and-Stationery 2026-02-18T00:47:40Z https://support.fyi.app/hc/en-us/articles/360059697491--Error-posting-envelope-to-Annature-Documents-exceed-the-maximum-allowed-file-size-of-30-mb 2025-02-20T00:44:18Z https://support.fyi.app/hc/en-us/articles/360059778831-Why-are-the-email-attachments-not-attached-to-the-filed-email 2026-02-23T07:44:47Z https://support.fyi.app/hc/en-us/articles/360059779192-Error-FYI-2234-Error-exporting-job-state-Invalid-state-code 2026-03-30T05:14:37Z https://support.fyi.app/hc/en-us/articles/360059836432-Client-Custom-Fields 2026-03-30T05:31:10Z https://support.fyi.app/hc/en-us/articles/360059897951-Merge-Clients 2026-03-16T00:16:21Z https://support.fyi.app/hc/en-us/articles/360059950712--Upload-Blocked-We-ran-into-a-problem-with-this-file-and-can-t-save-any-new-changes-Please-save-a-copy-to-avoid-losing-your-work-when-opening-an-Excel-document 2026-03-16T00:14:04Z https://support.fyi.app/hc/en-us/articles/360060307952--User-with-email-already-exists-when-adding-a-user 2024-08-28T02:21:24Z https://support.fyi.app/hc/en-us/articles/360060714072--This-email-will-not-be-filed-since-the-thread-is-set-to-removed-in-the-FYI-Drawer-in-Outlook-when-responding-to-an-email 2026-03-27T01:58:20Z https://support.fyi.app/hc/en-us/articles/360060730251-Why-are-unnecessary-Jobs-being-created-from-Xero-Tax 2026-01-05T06:41:36Z https://support.fyi.app/hc/en-us/articles/360060801591-Why-are-my-Calendar-Entries-not-appearing-in-FYI 2026-03-27T02:05:10Z https://support.fyi.app/hc/en-us/articles/360061054612-Documents-created-from-Templates-and-Stationery-have-incorrect-formatting 2026-03-17T06:39:52Z https://support.fyi.app/hc/en-us/articles/360061156612--FYI-could-not-find-this-email-saved-with-Microsoft-Thread-filing-details-were-not-found-in-the-FYI-Drawer-in-Outlook-when-filing-a-reply-to-an-email 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/360061179431--My-imports-cannot-finish-syncing-Request-failed-with-status-code-500-when-syncing-from-FYI-My-Imports 2026-03-11T04:14:53Z https://support.fyi.app/hc/en-us/articles/360061240692-Can-I-move-a-Category-to-a-different-Cabinet 2024-12-12T00:44:30Z https://support.fyi.app/hc/en-us/articles/360061244692-Exporting-Data-for-a-Practice-Merger-or-Split 2026-03-18T08:28:47Z https://support.fyi.app/hc/en-us/articles/360061367092-Why-am-I-not-seeing-signed-documents-that-were-manually-uploaded-to-NowInfinity-in-FYI 2025-03-07T07:22:40Z https://support.fyi.app/hc/en-us/articles/360061402431-Is-Xero-s-electronic-document-signing-Document-Pack-able-to-sync-with-FYI-and-save-all-signed-documents-automatically 2024-03-11T01:03:07Z https://support.fyi.app/hc/en-us/articles/360061403151--There-are-network-issues-stopping-us-from-opening-your-document-when-editing-a-word-document-on-the-desktop 2026-03-11T04:17:53Z https://support.fyi.app/hc/en-us/articles/360061635071-Why-are-user-settings-in-Adobe-Sign-not-accessible-when-sending-from-FYI 2024-03-11T01:03:07Z https://support.fyi.app/hc/en-us/articles/360062012371-Setting-up-an-FYI-Trial-with-MYOB-Practice-Management-formerly-GreatSoft 2026-02-20T06:04:31Z https://support.fyi.app/hc/en-us/articles/360062025831-When-using-ATOmate-if-the-client-is-not-recognised-in-ATOmate-where-is-the-document-being-saved-in-FYI 2024-05-24T05:04:03Z https://support.fyi.app/hc/en-us/articles/360062123472-Bulk-Export-AWS 2026-02-23T02:27:06Z https://support.fyi.app/hc/en-us/articles/360062368151-Unmatched-Client-Import 2025-12-30T05:40:30Z https://support.fyi.app/hc/en-us/articles/4402343972365-Why-are-some-mark-ups-to-my-PDF-documents-not-showing-when-previewing-in-FYI 2026-02-23T06:24:56Z https://support.fyi.app/hc/en-us/articles/4402628371981-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 2026-02-20T06:37:27Z https://support.fyi.app/hc/en-us/articles/4402837405581-Our-Guide-to-Implementing-FYI 2026-02-09T03:44:17Z https://support.fyi.app/hc/en-us/articles/4403023325709-Setting-Filing-Defaults-for-your-Practice 2026-03-11T02:13:48Z https://support.fyi.app/hc/en-us/articles/4403173497741-Tasks-Bulk-Update 2025-12-30T02:40:49Z https://support.fyi.app/hc/en-us/articles/4403179880717-Email-AutoFile-Best-Practice 2026-03-19T02:38:20Z https://support.fyi.app/hc/en-us/articles/4403181942669-Adding-and-Changing-Recipients-when-Creating-an-Email 2025-12-29T00:50:40Z https://support.fyi.app/hc/en-us/articles/4403216562445-Setting-up-your-Email-AutoFile-Exclusion-List 2026-03-27T02:06:33Z https://support.fyi.app/hc/en-us/articles/4403439006605-How-do-we-use-an-external-signature-provider-for-our-email-signature-within-FYI 2026-02-23T07:50:18Z https://support.fyi.app/hc/en-us/articles/4403543294989--Error-connecting-to-AdobeSign-with-response-Your-product-edition-does-not-support-account-scopes-when-integrating-Adobe-Sign-with-FYI 2025-02-20T00:54:16Z https://support.fyi.app/hc/en-us/articles/4403634381837-Integration-with-myprosperity 2026-01-16T05:51:28Z https://support.fyi.app/hc/en-us/articles/4403634402189-Digital-Signatures-using-myprosperity 2026-02-19T07:57:20Z https://support.fyi.app/hc/en-us/articles/4403669767309-Email-AutoFile-Best-Practice 2026-03-25T22:48:26Z https://support.fyi.app/hc/en-us/articles/4403852441997-FYI-Desktop-App 2026-03-18T04:33:21Z https://support.fyi.app/hc/en-us/articles/4403909123725-End-of-Financial-Year-Housekeeping 2026-03-18T08:22:33Z https://support.fyi.app/hc/en-us/articles/4403970792205-Opening-Editing-and-Finish-Editing-Documents-with-FYI-Desktop-App 2025-12-29T05:22:24Z https://support.fyi.app/hc/en-us/articles/4404277552781-FYI-Browser-Extension 2026-03-18T04:35:41Z https://support.fyi.app/hc/en-us/articles/4404375704205-Why-is-a-file-our-client-is-uploading-not-getting-imported-to-FYI 2026-02-26T06:24:52Z https://support.fyi.app/hc/en-us/articles/4404441404813-Filing-PDF-Documents-using-the-FYI-Browser-Extension 2025-12-29T05:13:25Z https://support.fyi.app/hc/en-us/articles/4404600478605-Support-Requests-and-Signing-up-to-the-FYI-Support-page 2026-03-18T04:39:26Z https://support.fyi.app/hc/en-us/articles/4404734960525-Can-we-display-the-full-TFN-IRD-number-for-a-client-in-FYI 2025-01-13T23:33:53Z https://support.fyi.app/hc/en-us/articles/4404875727117-Why-is-the-Salutation-Merge-Field-being-picked-up-from-an-incorrect-Client-Contact 2026-02-23T07:48:41Z https://support.fyi.app/hc/en-us/articles/4404956090125-Why-is-an-Office-file-that-was-imported-via-FYI-My-Imports-being-filed-in-FYI-as-a-blank-or-partial-document 2026-02-23T06:23:52Z https://support.fyi.app/hc/en-us/articles/4405015628045--Unable-to-decrypt-request-please-re-authenticate-when-trying-to-file-a-Word-or-Excel-Spreadsheet-document-from-Office 2026-03-19T04:59:43Z https://support.fyi.app/hc/en-us/articles/4405528425613--This-type-of-file-can-harm-your-computer-Do-you-want-to-keep-onedrive-eml-anyway-when-opening-an-exported-email 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/4405528683789-When-using-bullets-or-numbering-in-an-email-Template-text-in-the-list-is-overlapping 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/4405623252249-Managing-Devices 2026-03-18T04:53:44Z https://support.fyi.app/hc/en-us/articles/4405623305497-Managing-Views 2026-03-18T06:29:46Z https://support.fyi.app/hc/en-us/articles/4405630360217-Managing-Job-States 2026-03-12T04:03:16Z https://support.fyi.app/hc/en-us/articles/4405638249753-Managing-Tags 2026-03-18T06:58:00Z https://support.fyi.app/hc/en-us/articles/4405671822105-Managing-your-Account-and-Displaying-your-FYI-Invoices 2026-03-19T06:12:49Z https://support.fyi.app/hc/en-us/articles/4405685741465-Setting-up-your-Cabinets-and-Categories 2025-12-30T06:00:01Z https://support.fyi.app/hc/en-us/articles/4405707661465-Archiving-Client-Documents 2025-12-29T05:43:52Z https://support.fyi.app/hc/en-us/articles/4405758926745-Completing-your-Initial-Setup-of-FYI 2026-03-30T05:18:19Z https://support.fyi.app/hc/en-us/articles/4405759117081-Setting-up-your-Practice-Letterhead-and-Email-Signature 2025-12-30T05:54:27Z https://support.fyi.app/hc/en-us/articles/4405759273497-Checking-your-Practice-Admin-Settings 2026-02-17T05:02:44Z https://support.fyi.app/hc/en-us/articles/4405824284313--Excel-exe-Bad-Image-when-opening-Outlook-or-exporting-Excel-from-FYI 2026-03-11T04:20:05Z https://support.fyi.app/hc/en-us/articles/4405840551577-Applying-your-Filing-Defaults 2026-03-13T05:55:44Z https://support.fyi.app/hc/en-us/articles/4405862388505-Optimising-your-Practice-Data 2026-03-18T08:21:58Z https://support.fyi.app/hc/en-us/articles/4405892184345-Creating-your-First-Email-in-FYI 2026-01-05T04:25:50Z https://support.fyi.app/hc/en-us/articles/4405910435737-Client-Signed-Notification 2025-12-09T07:08:36Z https://support.fyi.app/hc/en-us/articles/4406036932493-Connecting-FYI-to-Xero-Tax-for-MYOB-Practice-Management-formerly-GreatSoft-Practices 2025-06-07T07:32:07Z https://support.fyi.app/hc/en-us/articles/4406172026649-Why-is-an-email-I-filed-in-FYI-not-appearing-in-my-Inbox 2026-02-23T07:40:24Z https://support.fyi.app/hc/en-us/articles/4406200311577-Integration-with-AccountKit 2025-07-14T23:54:05Z https://support.fyi.app/hc/en-us/articles/4406228264717-Client-Apps 2025-12-10T01:24:49Z https://support.fyi.app/hc/en-us/articles/4406293046669-FYI-Add-in-is-not-working-or-only-shows-a-blank-window-in-Outlook-or-Office-online 2026-03-03T08:24:01Z https://support.fyi.app/hc/en-us/articles/4406438417945-What-do-I-do-if-the-Client-Name-changes-after-documents-and-Share-Folders-have-been-shared-with-the-client 2026-02-26T06:25:33Z https://support.fyi.app/hc/en-us/articles/4406477361037-Learning-the-Essentials 2026-02-18T02:00:43Z https://support.fyi.app/hc/en-us/articles/4406511377689-Error-Invalid-Job-Identifier-when-assigning-jobs 2025-05-14T23:47:20Z https://support.fyi.app/hc/en-us/articles/4406519502873-Alter-Document-Name-Received-from-Signing-Service 2025-12-09T07:08:35Z https://support.fyi.app/hc/en-us/articles/4406595405593-FYI-Desktop-App-FAQs 2024-08-24T04:55:23Z https://support.fyi.app/hc/en-us/articles/4406764890777-Announcing-our-new-integration-with-AccountKit 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/4406768860429-Why-are-imported-migration-documents-showing-the-Modified-On-date-to-be-a-future-year 2026-02-23T05:26:32Z https://support.fyi.app/hc/en-us/articles/4406830959257-Why-is-a-document-that-was-opened-using-Edit-with-FYI-Desktop-syncing-for-a-long-time-or-not-opening 2026-02-23T05:51:43Z https://support.fyi.app/hc/en-us/articles/4406865209741-Managing-Custom-Fields 2026-03-30T05:23:41Z https://support.fyi.app/hc/en-us/articles/4406868330905-When-making-changes-to-an-Email-Template-or-Signature-using-the-HTML-Code-View-changes-are-not-saved 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/4406901943053-Why-do-I-have-a-threaded-email-where-one-of-the-threads-does-not-have-the-complete-content 2026-02-10T05:41:11Z https://support.fyi.app/hc/en-us/articles/4406901948697-Sharing-Documents-via-myprosperity 2026-01-18T22:42:10Z https://support.fyi.app/hc/en-us/articles/4406957845529--Bundle-cannot-have-recipients-who-share-the-same-email-when-sending-FuseSign-document-bundle 2025-02-20T00:56:06Z https://support.fyi.app/hc/en-us/articles/4407151232665-Merger-of-Two-Practices-that-both-use-Xero-Practice-Manager-and-FYI 2026-03-27T02:04:39Z https://support.fyi.app/hc/en-us/articles/4407151242137-Steps-to-follow-for-Practice-Mergers-and-Splits 2026-03-18T08:26:29Z https://support.fyi.app/hc/en-us/articles/4407156587289-How-do-I-migrate-data-from-a-practice-that-is-splitting-from-one-database-into-two-FYI-accounts 2026-03-30T05:41:19Z https://support.fyi.app/hc/en-us/articles/4407157335833-Merger-where-the-Practice-being-acquired-has-FYI-but-the-Practice-it-is-being-merged-into-does-not-have-FYI 2026-03-18T08:27:23Z https://support.fyi.app/hc/en-us/articles/4407166369689-FYI-Learn 2025-12-30T05:50:28Z https://support.fyi.app/hc/en-us/articles/4407166849177--Windows-protected-your-PC-when-installing-FYI-Desktop-App 2025-02-27T08:16:16Z https://support.fyi.app/hc/en-us/articles/4407252787225-Client-Processes-and-Process-History 2025-12-10T01:57:25Z https://support.fyi.app/hc/en-us/articles/4407257666073-Deleting-your-FYI-Account 2026-03-18T04:19:09Z https://support.fyi.app/hc/en-us/articles/4407258897945-Practice-Activity 2026-03-18T07:28:48Z https://support.fyi.app/hc/en-us/articles/4407287044505--Client-does-not-have-an-email-when-sending-a-document-for-signature 2026-03-19T05:41:14Z https://support.fyi.app/hc/en-us/articles/4407319436301-Product-Update-August-2021 2026-01-13T03:07:58Z https://support.fyi.app/hc/en-us/articles/4407366512653-Custom-User-Roles 2026-03-30T04:58:29Z https://support.fyi.app/hc/en-us/articles/4407374749581-Filing-Attachments-using-the-Email-Attachments-Section 2025-12-29T03:07:56Z https://support.fyi.app/hc/en-us/articles/4407404231449-How-can-we-change-the-order-in-which-our-Cabinets-display 2024-12-12T00:44:30Z https://support.fyi.app/hc/en-us/articles/4407461525785-Why-was-an-Email-created-by-an-automation-and-set-to-Send-Immediately-been-set-as-Draft-and-not-sent-immediately 2026-02-23T07:53:09Z https://support.fyi.app/hc/en-us/articles/4407470341401-How-do-I-logout-of-the-FYI-Drawer-from-Outlook-I-have-accidentally-logged-in-with-the-wrong-account 2026-02-23T07:34:30Z https://support.fyi.app/hc/en-us/articles/4407497340185-Logging-out-of-the-FYI-Desktop-App 2024-08-24T05:16:32Z https://support.fyi.app/hc/en-us/articles/4407499009305-Why-is-a-new-or-edited-Client-Custom-Field-in-Xero-Practice-Manager-not-showing-straight-away-in-FYI 2026-03-30T05:23:31Z https://support.fyi.app/hc/en-us/articles/4407509661465-When-sharing-the-Share-Folder-and-the-Upload-Folder-with-a-client-why-are-the-hyperlinks-in-the-email-blank-or-not-working 2026-02-26T06:28:31Z https://support.fyi.app/hc/en-us/articles/4407517293081-Why-is-a-new-or-edited-Job-Custom-Field-in-Xero-Practice-Manager-not-showing-straight-away-in-FYI 2026-03-30T05:23:24Z https://support.fyi.app/hc/en-us/articles/4407529573017-Introduction-to-FYI 2025-12-30T02:54:18Z https://support.fyi.app/hc/en-us/articles/4407529957261--Error-creating-email-Microsoft-rejected-your-authentication-when-sharing-a-document-with-the-client-via-Collaborate 2026-03-18T03:22:25Z https://support.fyi.app/hc/en-us/articles/4407568899609--An-error-occurred-requesting-NowInfinity-integration-Please-check-your-credentials-and-try-again-error-when-connecting-the-NowInfinity-app-to-FYI 2025-02-20T00:56:26Z https://support.fyi.app/hc/en-us/articles/4407569500825--Sorry-we-had-to-restart-because-this-add-in-wasn-t-responding-when-loading-or-accessing-the-FYI-Add-in 2026-03-05T08:35:36Z https://support.fyi.app/hc/en-us/articles/4407644351629-XPM-Workflow-Jobs-Overview 2026-02-27T00:13:12Z https://support.fyi.app/hc/en-us/articles/4407687029529-When-an-Automation-Process-is-running-if-I-make-changes-manually-will-this-break-the-Automation 2024-06-17T03:26:50Z https://support.fyi.app/hc/en-us/articles/4407720808729--Error-creating-email-The-resource-could-not-be-found-If-the-issue-persists-please-check-your-status-in-My-Settings-when-sending-an-email-via-FYI-collaborate-with-attachments-using-OneDrive-as-the-attachment-method 2026-03-18T03:34:36Z https://support.fyi.app/hc/en-us/articles/4407756661401-Can-I-restrict-access-to-the-FYI-email-feature-for-some-users 2026-02-23T07:54:08Z https://support.fyi.app/hc/en-us/articles/4407762974745-When-documents-are-received-from-an-App-integration-how-can-we-receive-a-notification-about-what-has-been-received 2025-09-17T01:15:17Z https://support.fyi.app/hc/en-us/articles/4407763047449--Error-loading-documents-when-clicking-a-link-from-an-FYI-Summary-Notification 2026-02-20T00:11:41Z https://support.fyi.app/hc/en-us/articles/4407763585561-The-blue-Filed-in-FYI-category-icon-is-not-displayed-in-Outlook-for-emails-filed-in-FYI 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/4407763706777--This-username-may-be-incorrect-Make-sure-you-typed-it-correctly-Or-contact-your-admin-when-signing-in-to-Microsoft 2026-03-03T09:19:04Z https://support.fyi.app/hc/en-us/articles/4407803341849-Why-is-a-macro-enabled-Excel-template-not-allowing-AutoSave-to-be-turned-on-when-opened-to-edit-in-FYI 2026-02-23T06:05:15Z https://support.fyi.app/hc/en-us/articles/4407811149721--Delivery-has-failed-to-these-recipients-or-groups-when-sending-emails-in-FYI 2026-03-30T02:46:09Z https://support.fyi.app/hc/en-us/articles/4407838258573--Why-does-a-Time-entry-that-I-submitted-have-the-incorrect-client-in-Xero-Practice-Manager 2025-05-28T05:05:29Z https://support.fyi.app/hc/en-us/articles/4407841982105-Implementors-Migration-Audit-Report 2026-01-05T05:06:28Z https://support.fyi.app/hc/en-us/articles/4407848340749-Summary-of-what-happens-when-document-s-are-Sent-for-Signing 2026-03-23T02:41:37Z https://support.fyi.app/hc/en-us/articles/4407874090265-Announcing-our-new-integration-with-myprosperity 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/4407891059993-How-do-I-send-a-document-for-signing-if-the-client-does-not-have-an-email-address 2026-02-25T04:24:37Z https://support.fyi.app/hc/en-us/articles/4407891348377-Why-is-Excel-freezing-when-I-try-to-paste-the-link-that-has-been-copied-to-the-clipboard-using-the-Doc-Link-button-in-FYI 2026-02-23T06:20:06Z https://support.fyi.app/hc/en-us/articles/4407898010777-The-Draft-Filed-view-show-documents-for-users-but-the-users-do-not-have-documents-in-their-In-Tray 2026-03-19T03:55:17Z https://support.fyi.app/hc/en-us/articles/4407929257485-Connecting-Xero-Ledger-for-each-Client-in-Automation-Apps-Australia-and-UK 2026-03-12T05:08:22Z https://support.fyi.app/hc/en-us/articles/4407947466381-Client-Activity 2026-01-19T07:28:12Z https://support.fyi.app/hc/en-us/articles/4408023050905-Why-are-the-FYI-screens-or-the-FYI-icons-not-displaying-as-they-should-when-using-the-Chrome-browser 2024-02-05T05:51:05Z https://support.fyi.app/hc/en-us/articles/4408088965913-When-clicking-the-link-in-an-email-notification-sent-from-an-automation-why-does-this-say-No-notification 2025-02-06T05:45:12Z https://support.fyi.app/hc/en-us/articles/4408089803161-Installing-the-FYI-Desktop-App-for-MSI-installation 2024-08-21T23:04:06Z https://support.fyi.app/hc/en-us/articles/4408316199705-Can-we-include-a-link-to-the-client-s-Share-Folder-or-to-the-Upload-Folder-in-an-Automation-or-in-a-Template 2026-02-26T06:28:56Z https://support.fyi.app/hc/en-us/articles/4408322818713-How-can-we-update-a-user-that-was-manually-added-in-FYI-to-the-Xero-Practice-Manager-User 2025-08-06T02:43:55Z https://support.fyi.app/hc/en-us/articles/4408359029273--Cant-find-project-or-library-Visual-Basic-error-when-macro-enabled-Excel-workbook-is-unable-to-be-saved 2026-03-11T01:42:05Z https://support.fyi.app/hc/en-us/articles/4408431704217-Why-does-FYI-require-Microsoft-365-including-Office-desktop-apps 2026-02-19T08:58:08Z https://support.fyi.app/hc/en-us/articles/4408643491737-Sending-an-Email-to-a-Segmented-Client-List 2026-03-19T07:52:16Z https://support.fyi.app/hc/en-us/articles/4408659399065-Overdue-Task-Reminder 2025-12-09T07:08:17Z https://support.fyi.app/hc/en-us/articles/4408718534041-Marketing-Unsubscribe 2025-12-09T07:08:41Z https://support.fyi.app/hc/en-us/articles/4408735404441-Sending-a-Bulk-Email-to-all-Clients 2025-12-09T07:08:07Z https://support.fyi.app/hc/en-us/articles/4408751251097-Automation-Fundamentals-Nov-2021 2026-02-18T05:10:50Z https://support.fyi.app/hc/en-us/articles/4408884974489-Why-is-a-Comment-sent-every-time-I-update-a-document-in-FYI-My-Imports 2026-02-23T06:22:08Z https://support.fyi.app/hc/en-us/articles/4408920827417-Why-does-the-document-name-show-differently-when-I-export-a-PDF-document-from-FYI 2026-02-23T06:39:47Z https://support.fyi.app/hc/en-us/articles/4408936192025-Why-am-I-prompted-to-login-with-my-email-address-and-then-get-the-error-Access-denied-when-opening-an-Excel-document 2026-02-23T06:04:13Z https://support.fyi.app/hc/en-us/articles/4409114800025--Login-microsoftonline-com-refused-to-connect-when-previewing-Word-and-Excel-documents-in-the-FYI-Drawer-using-Chrome 2026-03-19T04:59:00Z https://support.fyi.app/hc/en-us/articles/4409256769049-Why-are-changes-made-to-a-csv-file-not-getting-saved 2026-02-23T06:16:56Z https://support.fyi.app/hc/en-us/articles/4409280627609-When-previewing-a-PDF-why-are-the-Zoom-and-Rotate-buttons-not-displayed 2026-02-23T05:34:41Z https://support.fyi.app/hc/en-us/articles/4409329526425-Process-History-and-Activity 2025-12-09T07:08:15Z https://support.fyi.app/hc/en-us/articles/4409573162265-Emails-sent-by-Automation-have-been-flagged-as-spam-or-bounced-back-and-the-email-account-has-been-blocked-from-sending-any-emails 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/4409771145113-Onboarding-a-New-Client 2025-12-09T07:08:38Z https://support.fyi.app/hc/en-us/articles/4409777892121-Quarterly-Report-Reminders 2025-12-09T07:08:24Z https://support.fyi.app/hc/en-us/articles/4409793633561-Importing-Custom-Processes 2025-12-15T20:30:54Z https://support.fyi.app/hc/en-us/articles/4409810055833-Client-Management-Nov-21 2024-10-08T05:48:41Z https://support.fyi.app/hc/en-us/articles/4410219247001--Cannot-have-multiple-recipients-with-the-same-email-address-when-sending-a-document-pack-via-FuseSign 2025-02-20T00:55:40Z https://support.fyi.app/hc/en-us/articles/4410303148057-Error-calling-foundry-Request-failed-with-status-code-500-502-or-504-when-running-an-Automation-Process 2026-02-20T00:11:41Z https://support.fyi.app/hc/en-us/articles/4410404198169-CSV-Files-for-the-integration-with-Generic-Practice-Management-Software 2026-02-18T04:51:59Z https://support.fyi.app/hc/en-us/articles/4410623875481-Synchronising-Clients-Users-and-Jobs-with-MYOB-AE-AO-Australia-New-Zealand-Only 2026-03-30T05:16:55Z https://support.fyi.app/hc/en-us/articles/4410678966681-Overdue-Jobs-Reminder 2026-02-18T04:35:51Z https://support.fyi.app/hc/en-us/articles/4410789147929-GST-Return-Job 2025-12-09T07:08:41Z https://support.fyi.app/hc/en-us/articles/4410792611993-Establishing-a-New-Entity 2025-12-09T07:08:29Z https://support.fyi.app/hc/en-us/articles/4410848257305-Year-End-Compliance-Job-Kick-Off 2025-12-09T07:08:41Z https://support.fyi.app/hc/en-us/articles/4410872077081-Compliance-Dec-2021 2024-10-08T05:49:23Z https://support.fyi.app/hc/en-us/articles/4410872247577-Announcing-FYI-Learn 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/4410916320793-Year-End-Compliance-Job-Start-to-Finish 2025-12-09T07:08:38Z https://support.fyi.app/hc/en-us/articles/4410920317593-Stopping-a-Process-that-is-In-Progress 2026-01-06T04:04:59Z https://support.fyi.app/hc/en-us/articles/4411024444313-Why-is-Bulk-Update-giving-a-message-Category-is-required 2026-02-23T05:15:59Z https://support.fyi.app/hc/en-us/articles/4411026068761-Announcing-Import-of-Automations 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/4411033618969-Steps-to-Complete-before-Offboarding-a-Team-Member-or-Making-a-User-Inactive 2026-03-27T02:07:38Z https://support.fyi.app/hc/en-us/articles/4411161392281-Errors-opening-Word-documents-unreadable-content-error-uploading-or-experienced-an-error 2026-03-11T04:06:23Z https://support.fyi.app/hc/en-us/articles/4411304642585--Unknown-Email-and-This-email-is-dated-before-your-installation-date-when-opening-emails-in-the-In-Tray 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/4411344301721-Why-are-the-images-from-the-FYI-Email-Signature-enlarged-when-viewing-in-the-desktop-version-of-Outlook 2026-02-23T07:20:02Z https://support.fyi.app/hc/en-us/articles/4411426816281-FYI-is-slow-or-not-loading-Lists 2026-03-19T04:51:41Z https://support.fyi.app/hc/en-us/articles/4411520039577-Why-is-there-an-active-and-an-archived-client-showing-for-the-same-client-but-only-one-client-in-Xero-Practice-Manager 2022-02-20T15:18:34Z https://support.fyi.app/hc/en-us/articles/4411528116889--AdobeSign-Error-Invalid-user-ID-or-email-provided-in-x-api-user-header-when-sending-a-document-for-signing 2026-03-11T07:44:07Z https://support.fyi.app/hc/en-us/articles/4412001882265-Why-does-the-Draft-Filed-View-not-indicate-which-documents-are-in-a-particular-user-s-In-Tray 2026-02-23T07:30:18Z https://support.fyi.app/hc/en-us/articles/4412484955673-What-is-FYI-s-position-regarding-log4j-security-vulnerability 2026-02-20T00:48:48Z https://support.fyi.app/hc/en-us/articles/4412655434009-Which-of-the-common-image-file-types-are-supported-in-FYI-and-how-do-they-interact 2026-02-25T01:09:41Z https://support.fyi.app/hc/en-us/articles/4412661803033--Customer-clientname-must-have-a-mobile-number-listed-for-SMS-to-sign-verification-when-posting-an-envelope-to-FuseSign 2024-06-03T06:00:43Z https://support.fyi.app/hc/en-us/articles/4412743877401--Could-not-find-task-in-the-Automation-Process-History 2026-02-20T00:11:41Z https://support.fyi.app/hc/en-us/articles/4413268199449-Summary-of-what-happens-when-Signed-document-s-come-back-to-FYI 2026-03-23T02:42:51Z https://support.fyi.app/hc/en-us/articles/4413312730265-Running-a-Manual-Sync-with-Xero-Practice-Manager 2026-03-30T04:40:42Z https://support.fyi.app/hc/en-us/articles/4413426571417-Running-a-Manual-Sync-with-MYOB-Practice-Management-formerly-GreatSoft-and-Additional-Notes-on-Syncing 2026-03-19T07:37:14Z https://support.fyi.app/hc/en-us/articles/4413588096665-January-2022-Release-Notes 2026-02-18T05:39:01Z https://support.fyi.app/hc/en-us/articles/4413769515289-Learning-to-use-FYI 2026-01-05T01:37:23Z https://support.fyi.app/hc/en-us/articles/4414380201113--Could-not-find-the-resource-System-Core-resources-when-installing-the-latest-update-for-FYI-Desktop-App 2023-08-16T02:19:38Z https://support.fyi.app/hc/en-us/articles/4414559672473--Hmm-looks-like-this-file-doesn-t-have-a-preview-we-can-show-you-when-previewing-a-document 2026-03-11T04:15:57Z https://support.fyi.app/hc/en-us/articles/4414566919705--Error-authenticating-with-Annature-Authentication-token-deactivated-when-reconnecting-our-Annature-app-in-FYI 2025-02-20T00:54:59Z https://support.fyi.app/hc/en-us/articles/4414606966809-New-Feature-Prioritise-Tasks-using-Categories 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/4414683873049-When-using-Upload-or-Drag-and-Drop-to-manually-upload-an-email-the-attachments-don-t-appear-in-FYI 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/4414725590041-Why-can-t-I-change-a-Workflow-Status 2026-02-25T23:43:24Z https://support.fyi.app/hc/en-us/articles/4414827726873-Why-has-an-Automation-Process-sent-an-email-multiple-times-to-the-same-recipient 2024-04-23T04:38:09Z https://support.fyi.app/hc/en-us/articles/4414907780505-AutoComplete-Tasks 2025-12-19T01:04:24Z https://support.fyi.app/hc/en-us/articles/4414977446297-Why-is-the-Notice-of-Assessment-generated-by-the-Tax-Assessments-Automation-Process-displaying-the-incorrect-Client-Name 2024-10-21T00:42:50Z https://support.fyi.app/hc/en-us/articles/4415082169881-When-are-the-FYI-Tax-Automation-Processes-triggered-from-Xero-Tax 2026-03-13T04:58:03Z https://support.fyi.app/hc/en-us/articles/4415101841305-Requirements-for-documents-to-be-imported-from-BGL-CAS-360-or-from-NowInfinity 2025-12-07T23:03:08Z https://support.fyi.app/hc/en-us/articles/4415204385433-Error-FYI-2239-Error-updating-job-state-Invalid-task-identifier 2025-05-14T23:47:20Z https://support.fyi.app/hc/en-us/articles/4415209714073--Error-posting-envelope-to-Annature-Document-base-must-be-supplied-when-sending-documents-for-signing 2026-03-11T07:48:09Z https://support.fyi.app/hc/en-us/articles/4415328683673-How-do-I-change-the-password-used-to-login-to-FYI 2026-02-20T02:58:00Z https://support.fyi.app/hc/en-us/articles/4416107349017-Import-from-Adobe-Sign 2026-01-14T03:05:46Z https://support.fyi.app/hc/en-us/articles/4416506906905-Before-You-Begin 2026-02-17T23:19:07Z https://support.fyi.app/hc/en-us/articles/4416594836121-February-2022-Release-Notes 2025-05-01T05:50:42Z https://support.fyi.app/hc/en-us/articles/4416722172441-New-Feature-Create-and-Edit-Custom-Fields-in-FYI 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/4417258783385-Can-we-add-Multi-Factor-Authentication-MFA-for-clients-accessing-documents-shared-via-Collaborate 2026-02-26T06:08:14Z https://support.fyi.app/hc/en-us/articles/4417542409369-Clients-Bulk-Update 2026-01-19T23:30:28Z https://support.fyi.app/hc/en-us/articles/4418141389849-New-Feature-Custom-User-Roles-in-FYI 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/4425291846809-Editing-Jobs-using-Bulk-Update 2026-03-12T06:00:02Z https://support.fyi.app/hc/en-us/articles/4436874920217-January-2022-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/4437455266713--Error-calling-NowInfinity-we-will-try-again-later-when-a-NowInfinity-Automation-Process-ran 2025-02-20T00:57:32Z https://support.fyi.app/hc/en-us/articles/4529320918297-Job-Summary-Tab 2026-02-27T04:59:03Z https://support.fyi.app/hc/en-us/articles/4529397184409-Job-Custom-Fields-Tab 2026-03-19T07:36:47Z https://support.fyi.app/hc/en-us/articles/4529704443673-Job-Activity-Tab 2026-02-27T02:52:41Z https://support.fyi.app/hc/en-us/articles/4529736855705-Job-Documents-Tab 2026-02-27T03:12:58Z https://support.fyi.app/hc/en-us/articles/4529817529625-Job-Process-History-Tab 2026-02-27T02:48:03Z https://support.fyi.app/hc/en-us/articles/4553587279769-March-2022-Release-Notes 2026-02-18T05:35:35Z https://support.fyi.app/hc/en-us/articles/4599836274585-Why-do-I-get-the-message-This-file-is-locked-by-OneDrive-Your-document-might-be-open-or-OneDrive-is-taking-a-long-time-to-sync-when-clicking-I-am-finished-editing 2026-02-23T05:31:04Z https://support.fyi.app/hc/en-us/articles/4640491765273-February-2022-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/4732827909913-Managing-Sample-Content 2026-03-18T06:43:14Z https://support.fyi.app/hc/en-us/articles/4781478084889-Managing-Mappings 2026-04-01T22:40:54Z https://support.fyi.app/hc/en-us/articles/4802849072153-Integration-with-PDFit 2025-11-06T07:45:36Z https://support.fyi.app/hc/en-us/articles/4896883679129-Integration-with-Microsoft-Teams 2025-12-14T22:12:22Z https://support.fyi.app/hc/en-us/articles/4899381331353-Product-Update-March-2022 2024-08-24T04:17:29Z https://support.fyi.app/hc/en-us/articles/4933821796121-Best-Practice-for-Standard-Jobs-and-Workflow-Jobs 2025-12-11T23:37:47Z https://support.fyi.app/hc/en-us/articles/5031769605401-Enabling-XPM-Workflow-Jobs 2026-02-17T05:40:58Z https://support.fyi.app/hc/en-us/articles/5130995249049--Error-connecting-to-AdobeSign-with-response-Only-account-admins-can-approve-account-scopes-when-integrating-Adobe-Sign-with-FYI 2025-02-20T00:54:33Z https://support.fyi.app/hc/en-us/articles/5162595292441-Capacity-Planning-Overview 2026-03-04T05:09:42Z https://support.fyi.app/hc/en-us/articles/5185528239385-April-2022-Release-Notes 2025-05-01T05:51:45Z https://support.fyi.app/hc/en-us/articles/5207841974297-Synchronising-Clients-Matters-and-Users-with-APS-Australia-New-Zealand-only 2026-03-30T05:15:55Z https://support.fyi.app/hc/en-us/articles/5250399264153-Editing-PDF-Documents 2026-02-08T23:14:46Z https://support.fyi.app/hc/en-us/articles/5268471082905-Importing-Custom-Processes-using-Drag-and-Drop 2025-12-09T07:08:27Z https://support.fyi.app/hc/en-us/articles/5334136865049-Running-a-Capacity-Planning-Report-Making-Adjustments-and-Refreshing-the-Report-Data 2026-01-19T06:50:42Z https://support.fyi.app/hc/en-us/articles/5334156830617-Setup-and-Preparation-for-Capacity-Planning 2026-02-26T05:25:26Z https://support.fyi.app/hc/en-us/articles/5414716687513-March-2022-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/5473029920665-Using-FYI-in-MYOB-Workpapers-Australia-New-Zealand-Only 2025-06-05T12:32:52Z https://support.fyi.app/hc/en-us/articles/5716849792537-If-we-stop-using-a-third-party-provider-such-as-a-Corporate-Compliance-provider-what-happens-to-the-Web-Links-to-the-documents-on-that-service 2024-04-15T04:12:09Z https://support.fyi.app/hc/en-us/articles/5750074988185-Job-State-reverted-and-XPM-Error-Job-cannot-be-cancelled-as-it-has-unbilled-Work-In-Progress 2025-05-14T23:47:20Z https://support.fyi.app/hc/en-us/articles/5901193637401-New-Feature-Bulk-Update-Custom-Fields-Job-Details-in-FYI 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/6084767108633-Joining-the-FYI-Community 2025-12-30T03:47:13Z https://support.fyi.app/hc/en-us/articles/6237658213017-May-2022-Release-Notes 2025-05-01T06:52:11Z https://support.fyi.app/hc/en-us/articles/6264675069593-Exporting-Custom-Processes 2025-12-11T23:07:30Z https://support.fyi.app/hc/en-us/articles/6270795235865-Grouping-Jobs-Lists 2026-02-26T07:34:30Z https://support.fyi.app/hc/en-us/articles/6455029533593-Why-does-the-Client-Email-not-match-the-email-address-of-the-primary-contact-for-that-client-in-Xero-Practice-Manager 2025-01-30T04:50:06Z https://support.fyi.app/hc/en-us/articles/6458856935705-April-2022-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/6520685898009-Exploring-the-Document-Action-Toolbar 2025-12-30T04:33:08Z https://support.fyi.app/hc/en-us/articles/6576861415577--You-are-not-configured-with-a-signature-when-adding-a-signature-to-a-Word-document 2026-02-23T06:21:11Z https://support.fyi.app/hc/en-us/articles/6743221035417--The-time-sheet-for-this-period-is-already-submitted-shown-in-Practice-Activity-when-submitting-a-Time-entry-in-FYI 2025-05-14T23:47:20Z https://support.fyi.app/hc/en-us/articles/6814410867353--Unable-to-assign-job-to-users-Invalid-staff-identifier-shown-in-Practice-Activity-when-assigning-a-Manager-or-Partner-to-a-Job-in-Xero-Practice-Manager 2025-05-14T23:47:20Z https://support.fyi.app/hc/en-us/articles/6814978860953--This-workbook-contains-links-to-one-or-more-external-sources-that-could-be-unsafe-when-uploading-an-Excel-file-into-FYI 2026-02-23T00:04:34Z https://support.fyi.app/hc/en-us/articles/6823918216217-Announcing-Workflow-Jobs 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/6845175794457--Unable-to-create-email-internal-server-error-when-sending-a-document-for-signing-via-myprosperity 2026-03-11T08:04:22Z https://support.fyi.app/hc/en-us/articles/6845184733209--A-previous-integration-action-was-not-complete-You-cannot-start-a-new-integration-action-when-connecting-the-integration-with-myprosperity 2026-01-18T22:43:26Z https://support.fyi.app/hc/en-us/articles/6934061302553-June-2022-Release-Notes 2025-04-30T06:57:21Z https://support.fyi.app/hc/en-us/articles/7038928049049-How-can-we-enable-Google-Federation-in-Microsoft-Entra-so-that-external-users-are-able-to-access-the-shared-content-with-us-using-their-existing-Gmail-account 2026-03-02T06:57:47Z https://support.fyi.app/hc/en-us/articles/7074153082905-May-2022-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/7457107678361-Sharing-Documents-with-Clients 2026-02-18T00:23:46Z https://support.fyi.app/hc/en-us/articles/7457157477657-Sharing-Folders-with-Clients 2026-02-18T00:26:22Z https://support.fyi.app/hc/en-us/articles/7457215284377-Removing-Access-to-Shared-Documents 2026-02-18T00:27:24Z https://support.fyi.app/hc/en-us/articles/7457233132569-Removing-Access-to-Shared-Folders 2026-02-18T00:29:05Z https://support.fyi.app/hc/en-us/articles/7457357636249-Working-with-the-Upload-Folder 2026-02-18T00:26:55Z https://support.fyi.app/hc/en-us/articles/7457438880793-Co-editing-Documents-with-your-Team 2026-02-18T00:29:29Z https://support.fyi.app/hc/en-us/articles/7458422154393-Co-editing-Documents-with-your-Client 2026-02-18T00:30:29Z https://support.fyi.app/hc/en-us/articles/7462463562905-Training-Your-Team 2025-12-30T05:49:36Z https://support.fyi.app/hc/en-us/articles/7559040994329--Access-token-provided-is-invalid-or-has-expired-when-sending-documents-for-signing-via-Adobe-Sign 2026-03-11T08:05:55Z https://support.fyi.app/hc/en-us/articles/7762173412505-Product-Update-June-2022 2024-08-24T05:16:32Z https://support.fyi.app/hc/en-us/articles/7790416830105-Error-FYI-2235-Error-updating-job-state-Change-to-state-not-accepted-by-XPM 2026-02-26T06:00:02Z https://support.fyi.app/hc/en-us/articles/7815622529049-Using-Workflow-Jobs 2026-01-21T06:50:15Z https://support.fyi.app/hc/en-us/articles/7918025524249-Collaborating-with-Azure-AD-B2B 2026-02-09T04:51:07Z https://support.fyi.app/hc/en-us/articles/7950380290841-Auto-Delete-Documents 2025-12-09T07:08:26Z https://support.fyi.app/hc/en-us/articles/7985878603289--Key-not-valid-for-use-in-specified-state-when-opening-FYI-Desktop-App 2025-08-04T00:51:14Z https://support.fyi.app/hc/en-us/articles/8025832436121--Failed-to-tokenise-payment-details-Please-try-again-when-updating-credit-card-details-for-your-FYI-subscription 2023-12-22T05:17:15Z https://support.fyi.app/hc/en-us/articles/8025913528601-July-2022-Release-Notes 2025-05-01T00:17:12Z https://support.fyi.app/hc/en-us/articles/8187614528665-June-2022-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/8255133438105-Formatting-and-Fonts-using-the-Editor-in-FYI 2026-03-19T00:04:37Z https://support.fyi.app/hc/en-us/articles/8454213229849-Process-Step-Details-Other-Functions 2026-02-13T03:01:31Z https://support.fyi.app/hc/en-us/articles/8454267343129-Process-Step-Details-Create-and-Update-Jobs 2026-01-19T07:21:55Z https://support.fyi.app/hc/en-us/articles/8463249536281-Announcing-our-new-integration-with-PDFit 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/8875208038809--Cannot-start-the-source-application-for-this-object-when-opening-an-embedded-PDF-in-an-Excel-file 2026-03-05T08:47:26Z https://support.fyi.app/hc/en-us/articles/8946385778841-August-2022-Release-Notes 2024-06-25T07:09:40Z https://support.fyi.app/hc/en-us/articles/9341173137689-Announcing-our-new-integration-with-Microsoft-Teams 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/9350551427481-July-2022-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/9410843695001-How-do-I-remove-the-blue-Filed-in-FYI-category-from-emails-in-my-Outlook-Inbox-and-Sent-folders 2026-02-23T07:36:20Z https://support.fyi.app/hc/en-us/articles/9700895111577-New-Lists-Rollout-and-What-It-Means-for-Your-Practice 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/9800036671257-Searching-for-Clients 2025-12-09T21:19:09Z https://support.fyi.app/hc/en-us/articles/9800081614233-Using-the-Clients-Lists 2026-01-19T07:30:13Z https://support.fyi.app/hc/en-us/articles/9823146504473-Quick-Access-to-Recently-Used-Documents-and-Views 2025-12-29T04:06:42Z https://support.fyi.app/hc/en-us/articles/9865204668825-September-2022-Release-Notes 2025-09-25T22:53:40Z https://support.fyi.app/hc/en-us/articles/9947963817241-Setting-up-Workflow-for-Emails-and-Documents-for-FYI-Admins 2026-02-09T06:10:19Z https://support.fyi.app/hc/en-us/articles/9980265965337-Selecting-a-Client-in-the-Filing-Details-and-Refreshing-the-Clients 2025-12-10T02:11:31Z https://support.fyi.app/hc/en-us/articles/10059678335513-Top-Tips-for-Email-Efficiencies 2026-03-25T01:34:10Z https://support.fyi.app/hc/en-us/articles/10060747444121-Getting-Started-with-Automations 2026-02-18T01:06:18Z https://support.fyi.app/hc/en-us/articles/10061027573401-Offboarding-a-Client 2025-12-09T07:08:40Z https://support.fyi.app/hc/en-us/articles/10084491862169--FuseSign-authentication-failed-authentication-may-be-expired-when-sending-a-document-for-signing-via-FuseSign 2026-03-11T08:07:06Z https://support.fyi.app/hc/en-us/articles/10125178158105--We-can-t-upload-or-download-your-changes-because-your-cached-credentials-have-expired-when-editing-an-Office-document 2026-02-09T00:16:28Z https://support.fyi.app/hc/en-us/articles/10182437893401-Using-the-Documents-Lists 2025-12-29T04:59:53Z https://support.fyi.app/hc/en-us/articles/10182859032217-Searching-for-Documents 2026-03-10T04:11:37Z https://support.fyi.app/hc/en-us/articles/10209781370265--Tenant-does-not-have-a-SPO-license-when-editing-documents-in-OneDrive 2026-03-02T07:01:31Z https://support.fyi.app/hc/en-us/articles/10209942197529-How-can-I-create-a-Contact-in-Xero-Practice-Manager 2024-07-02T03:13:57Z https://support.fyi.app/hc/en-us/articles/10210090126489--Invalid-URI-The-hostname-could-not-be-parsed-when-opening-the-FYI-Desktop-App 2024-06-19T02:54:20Z https://support.fyi.app/hc/en-us/articles/10391227139865--This-access-token-is-not-valid-on-this-endpoint-when-previewing-or-reading-a-PDF 2026-03-19T04:52:40Z https://support.fyi.app/hc/en-us/articles/10423035010201-Using-the-Jobs-Lists 2026-02-26T05:19:56Z https://support.fyi.app/hc/en-us/articles/10423091060633-Searching-for-Jobs 2026-02-26T07:33:09Z https://support.fyi.app/hc/en-us/articles/10426803386521-Using-the-Tasks-Lists 2025-12-30T02:08:10Z https://support.fyi.app/hc/en-us/articles/10426836068889-Searching-for-Tasks 2025-12-30T02:08:42Z https://support.fyi.app/hc/en-us/articles/10457427517337-How-can-I-move-filed-emails-out-of-the-Inbox-or-Sent-Items-folder-in-Outlook-and-still-maintain-the-Filed-in-FYI-category 2026-02-23T07:38:12Z https://support.fyi.app/hc/en-us/articles/10547172965145-Save-Office-Documents-to-FYI 2025-12-30T04:42:37Z https://support.fyi.app/hc/en-us/articles/11005210575385-October-2022-Release-Notes 2024-06-17T01:30:31Z https://support.fyi.app/hc/en-us/articles/11080584329625-Using-the-Cabinet-Explorer 2026-02-17T05:35:36Z https://support.fyi.app/hc/en-us/articles/11165936431257-Why-is-there-a-duplicate-document-returned-from-FuseSign 2026-03-13T04:59:44Z https://support.fyi.app/hc/en-us/articles/11203553017625-Error-FYI-2247-Error-creating-a-job-in-XPM-The-Job-number-has-already-been-allocated 2025-05-14T23:47:20Z https://support.fyi.app/hc/en-us/articles/11205709691161-Including-Merge-Names-in-Excel-Templates 2026-02-17T05:32:14Z https://support.fyi.app/hc/en-us/articles/11244239402137-August-2022-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/11302388655257-Using-the-Tasks-Board 2025-12-30T02:09:48Z https://support.fyi.app/hc/en-us/articles/11378329747865-September-2022-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/11470535255321-List-Icons 2025-12-29T05:04:08Z https://support.fyi.app/hc/en-us/articles/11472810086809-Announcing-our-new-kanban-style-Tasks-Board 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/11660689215769-Updating-Custom-Fields 2026-01-19T07:19:56Z https://support.fyi.app/hc/en-us/articles/11893597096601--Incorrect-account-type-for-OneDrive-detected-personal-displayed-when-viewing-Status-in-FYI 2024-08-27T07:33:28Z https://support.fyi.app/hc/en-us/articles/11919429066521-November-2022-Release-Notes 2024-03-22T02:29:39Z https://support.fyi.app/hc/en-us/articles/11920797721625-Is-there-anything-needed-in-FYI-now-we-have-transitioned-to-Silver-ranking-in-Xero-Practice-Manager 2022-10-27T12:14:29Z https://support.fyi.app/hc/en-us/articles/12020577327513-Draft-Filed-Reminder 2025-12-09T07:08:39Z https://support.fyi.app/hc/en-us/articles/12234810643353-Quick-Access-to-Recently-Used-Automation-Processes-and-Views-Apps-and-History 2025-12-19T00:33:30Z https://support.fyi.app/hc/en-us/articles/12268767422233-Copying-a-Link-to-a-View 2025-12-30T00:48:48Z https://support.fyi.app/hc/en-us/articles/12305984435353-Process-Step-Details-Convert-to-PDF 2025-12-19T00:56:46Z https://support.fyi.app/hc/en-us/articles/12338455991705-Process-Step-Details-Alter-Document 2026-02-24T02:57:47Z https://support.fyi.app/hc/en-us/articles/12361778609561-Best-Practice-Guide-for-Tasks-and-Comments 2025-12-30T05:06:49Z https://support.fyi.app/hc/en-us/articles/12575256185113-Emails-that-File-Themselves-July-2024 2026-02-18T06:01:36Z https://support.fyi.app/hc/en-us/articles/12589047307417-Using-Workflow-to-Approve-Documents 2026-02-09T06:10:59Z https://support.fyi.app/hc/en-us/articles/12592407575961-Inserting-your-Signature-into-a-Document 2026-02-09T06:11:40Z https://support.fyi.app/hc/en-us/articles/12695273879321-Using-Workflow-to-Approve-Emails 2026-02-09T06:13:30Z https://support.fyi.app/hc/en-us/articles/12734720533017-Make-your-Practice-More-Productive-July-2024 2024-08-24T04:17:30Z https://support.fyi.app/hc/en-us/articles/12737800923161-Sending-a-Document-for-Digital-Signing 2026-02-09T06:28:21Z https://support.fyi.app/hc/en-us/articles/12919291901337-Why-am-I-not-receiving-email-notifications-for-Tasks-or-Comments 2026-02-25T03:09:27Z https://support.fyi.app/hc/en-us/articles/12926974671769-Automate-to-Save-Hours-on-Routine-Work-July-2024 2025-03-24T02:02:49Z https://support.fyi.app/hc/en-us/articles/12959406787865-December-2022-Release-Notes 2025-09-25T06:35:02Z https://support.fyi.app/hc/en-us/articles/12965031420057--An-error-occurred-when-creating-the-document-using-a-template-when-creating-a-document-from-an-Automation-Process 2026-02-20T00:11:41Z https://support.fyi.app/hc/en-us/articles/13170871004185-Why-is-AutoSave-turned-off-when-I-edit-a-document-from-FYI 2026-02-20T07:26:30Z https://support.fyi.app/hc/en-us/articles/13172441599129-Issues-when-bulk-exporting-using-Cyberduck 2025-04-16T22:44:51Z https://support.fyi.app/hc/en-us/articles/13238262693273-Why-do-I-get-the-message-One-or-more-documents-failed-to-convert-when-I-am-converting-a-document-to-PDF 2025-12-17T07:30:53Z https://support.fyi.app/hc/en-us/articles/13241121612057-Why-is-the-text-of-my-document-unclear-when-using-the-Preview-screen 2026-02-23T05:33:20Z https://support.fyi.app/hc/en-us/articles/13283570357529--PowerPoint-found-a-problem-with-content-in-C-Users-Username-PowerPoint-can-attempt-to-repair-the-presentation-when-opening-a-PowerPoint-presentation-via-FYI-Desktop-App 2026-03-19T04:56:32Z https://support.fyi.app/hc/en-us/articles/13284471523737--This-workbook-couldn-t-be-opened-because-the-file-format-may-not-be-matching-with-the-file-extension-when-opening-a-spreadsheet 2026-03-30T02:56:30Z https://support.fyi.app/hc/en-us/articles/13315786551961-Error-in-Practice-Activity-when-submitting-time-entries-due-to-Completed-Job-State 2025-05-14T23:47:20Z https://support.fyi.app/hc/en-us/articles/13430819245465-Why-is-the-screen-blank-when-logging-into-the-FYI-Desktop-App 2026-02-23T05:52:52Z https://support.fyi.app/hc/en-us/articles/13525424144153-Active-templates-not-showing-in-the-Templates-list-when-creating-an-email-or-an-automation 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/13526285882649--This-email-could-not-be-sent-immediately-as-the-sender-was-denied-permission-to-create-the-email-in-Outlook-Online-when-sending-an-email-from-an-Automation-Process 2026-02-20T00:11:41Z https://support.fyi.app/hc/en-us/articles/13547488023449-October-2022-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/13557009404697-Announcing-Prework-get-hands-on-before-going-live 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/13562396404761-November-2022-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/13751381657113-Top-Tips-for-Locating-Information 2025-12-30T05:00:05Z https://support.fyi.app/hc/en-us/articles/13755946070937-When-adding-a-user-or-signing-in-to-FYI-the-message-Need-admin-approval-displays 2025-12-09T05:20:22Z https://support.fyi.app/hc/en-us/articles/13757641613977--Sign-in-is-blocked-displays-when-signing-into-your-Microsoft-365-to-access-FYI 2026-02-23T05:24:51Z https://support.fyi.app/hc/en-us/articles/13758567092377-Why-are-my-documents-going-to-my-Downloads-folder-instead-of-opening-in-Office 2026-02-23T07:01:43Z https://support.fyi.app/hc/en-us/articles/13789743456153-Top-Tips-for-Managing-Emails 2025-12-30T04:15:23Z https://support.fyi.app/hc/en-us/articles/14133160853529-January-2023-Release-Notes 2025-10-24T02:26:18Z https://support.fyi.app/hc/en-us/articles/14142338555161-Managing-Task-Templates 2026-03-16T23:24:15Z https://support.fyi.app/hc/en-us/articles/14142342923289-Creating-and-Maintaining-Task-Templates 2026-03-16T23:24:15Z https://support.fyi.app/hc/en-us/articles/14142369604761-Creating-Tasks-from-the-Task-Templates-List 2025-12-30T02:33:06Z https://support.fyi.app/hc/en-us/articles/14220276816281-Emails-for-different-clients-have-been-threaded-to-one-client 2026-03-12T08:17:36Z https://support.fyi.app/hc/en-us/articles/14226925140889-Configuring-a-Data-Retention-Policy-for-your-Practice-OneDrive 2026-03-18T03:35:13Z https://support.fyi.app/hc/en-us/articles/14366620900761--Unable-to-create-email-no-recipient-specified-in-process-step-available-when-creating-an-email-from-an-Automation-Process 2026-03-12T22:48:36Z https://support.fyi.app/hc/en-us/articles/14366664180377--Specified-sender-unavailable-creating-as-draft-under-process-owner-user-when-creating-an-email-from-an-Automation-Process 2026-02-20T00:11:41Z https://support.fyi.app/hc/en-us/articles/14373994378009-Integration-with-Cloudoffis-Australia-and-New-Zealand-Only 2025-12-09T07:04:45Z https://support.fyi.app/hc/en-us/articles/14822001885081-Sending-a-Support-Request 2026-01-11T23:19:07Z https://support.fyi.app/hc/en-us/articles/14853390041497-Connecting-Companies-House-to-FYI 2025-12-09T07:08:06Z https://support.fyi.app/hc/en-us/articles/14865234853529-Import-from-Companies-House 2026-03-19T07:01:59Z https://support.fyi.app/hc/en-us/articles/14928215656089-Requirements-for-documents-to-be-imported-from-Companies-House 2025-12-09T07:04:45Z https://support.fyi.app/hc/en-us/articles/15010423026969-February-2023-Release-Notes 2025-05-01T00:15:22Z https://support.fyi.app/hc/en-us/articles/15086044476825-Why-are-documents-I-have-edited-displaying-in-my-In-Tray 2026-02-23T05:41:49Z https://support.fyi.app/hc/en-us/articles/15086324025369--Could-not-get-TEMP-directory-error-displays-when-installing-the-FYI-browser-extension 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https://support.fyi.app/hc/en-us/articles/15315585947929-Finding-Information-at-lightspeed 2025-12-30T05:01:29Z https://support.fyi.app/hc/en-us/articles/15505986123417-Configuring-your-Settings-to-Co-Edit-Documents-with-your-Team 2026-01-05T01:34:33Z https://support.fyi.app/hc/en-us/articles/15538189817369--Could-not-find-document-or-Invalid-PDF-structure-when-previewing-a-document-filed-using-the-FYI-Browser-Extension 2024-05-08T04:05:51Z https://support.fyi.app/hc/en-us/articles/15538952742553--Please-sign-in-to-view-this-file-repeatedly-appears-when-attempting-to-preview-documents 2026-02-23T05:36:32Z https://support.fyi.app/hc/en-us/articles/15633626922265-Creating-Templates-for-Emails-at-lightspeed 2026-02-18T02:08:32Z https://support.fyi.app/hc/en-us/articles/15775341736089-Document-Naming-Rules-and-Filing-Conventions 2026-03-18T08:23:47Z 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https://support.fyi.app/hc/en-us/articles/15985737481753-Closing-the-Loop-with-Documents-lightspeed 2026-02-18T02:30:17Z https://support.fyi.app/hc/en-us/articles/16012058728985-March-2023-Release-Notes 2025-10-24T02:25:33Z https://support.fyi.app/hc/en-us/articles/16016240985753-Product-Update-March-2023 2025-10-24T01:54:19Z https://support.fyi.app/hc/en-us/articles/16017310297241-Using-Templates-to-Create-Emails 2026-02-18T02:07:42Z https://support.fyi.app/hc/en-us/articles/16017378119321-Using-Templates-to-Create-Documents-lightspeed 2025-12-30T04:34:57Z https://support.fyi.app/hc/en-us/articles/16022725338777-Why-did-my-reply-email-not-get-threaded-to-the-original-email 2026-02-23T07:51:12Z https://support.fyi.app/hc/en-us/articles/16051007456281-Fringe-Benefits-Tax-Job 2025-12-09T07:08:41Z https://support.fyi.app/hc/en-us/articles/16063007063961-Announcing-our-new-integration-with-Notud 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/16083087803161-Recording-Client-Interactions-at-lightspeed 2026-01-08T01:38:55Z https://support.fyi.app/hc/en-us/articles/16089881357465-Best-Practice-for-Digital-Signing 2026-02-09T06:27:42Z https://support.fyi.app/hc/en-us/articles/16214462685465-An-Overview-to-Document-Management 2025-12-30T04:03:33Z https://support.fyi.app/hc/en-us/articles/16265137886873-January-2023-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/16300003934489-February-2023-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/16419196552729-Using-Tasks-Comments-to-Manage-your-Work-with-maximumefficiency 2025-12-30T05:07:58Z https://support.fyi.app/hc/en-us/articles/16483783848345-Best-Practice-Guide-for-Document-Approvals 2026-02-09T06:09:20Z https://support.fyi.app/hc/en-us/articles/16484290708377-Using-Categories-Custom-Views-to-Manage-Tasks-with-maximumefficiency 2025-12-30T05:08:45Z https://support.fyi.app/hc/en-us/articles/16515893764249-Job-Rollover-Process 2026-02-26T05:37:45Z https://support.fyi.app/hc/en-us/articles/16591235382809-Practice-Activity-Alert 2026-01-12T05:06:28Z https://support.fyi.app/hc/en-us/articles/16593515191449-Unassigned-Job-Partner-or-Job-Manager-Alert 2025-12-09T07:08:25Z https://support.fyi.app/hc/en-us/articles/16610130630681-Unassigned-Client-Partner-or-Client-Manager-Alert 2025-12-09T07:08:25Z https://support.fyi.app/hc/en-us/articles/16693837457689-Missing-Client-Group-Alert 2025-12-09T07:08:44Z https://support.fyi.app/hc/en-us/articles/16699761870617-Announcing-new-integration-with-CCH-Workpapers-New-Zealand 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/16700042600857-Integration-with-CCH-Workpapers-New-Zealand-only 2026-02-18T06:05:21Z https://support.fyi.app/hc/en-us/articles/16700670241177-Advanced-Automations-for-Jobs-Mar-2023 2024-10-08T05:47:58Z https://support.fyi.app/hc/en-us/articles/16709120221081--Can-t-use-work-content-here-when-uploading-documents 2026-03-05T08:34:05Z https://support.fyi.app/hc/en-us/articles/16713923419545--Error-creating-document-An-error-occurred-when-creating-the-document-using-a-template-when-creating-an-Excel-file 2026-02-23T06:03:05Z https://support.fyi.app/hc/en-us/articles/16715689066521-Why-aren-t-signed-documents-from-DocuSign-importing-into-FYI 2024-06-21T01:09:00Z https://support.fyi.app/hc/en-us/articles/16716422455321-Documents-are-opening-as-read-only 2026-03-05T08:14:36Z https://support.fyi.app/hc/en-us/articles/16727654940697-March-2023-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/16735650364697-Unassigned-Tasks-Notification 2025-12-09T07:08:35Z https://support.fyi.app/hc/en-us/articles/16737350731801-Blank-Custom-Fields-Alert 2025-12-09T07:08:38Z https://support.fyi.app/hc/en-us/articles/16738816423449-Configuring-proxy-and-firewall-settings-for-FYI-Desktop-App 2025-05-27T05:18:25Z https://support.fyi.app/hc/en-us/articles/16740250058009-A-group-policy-is-preventing-the-FYI-Desktop-App-versions-from-automatically-updating 2024-03-07T20:26:43Z https://support.fyi.app/hc/en-us/articles/16752493209881-FYI-Microsoft-Permissions-Update-What-is-it-and-what-it-means-for-your-practice 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/16779244418329-Practice-Sync-Integration-with-IRIS-United-Kingdom-only 2026-02-08T23:09:12Z https://support.fyi.app/hc/en-us/articles/16780661667993-Practice-Sync-Integration-with-CCH-Central-United-Kingdom-only 2026-03-30T07:00:04Z https://support.fyi.app/hc/en-us/articles/16808757090713-Synchronising-Clients-Jobs-and-Users-with-IRIS-United-Kingdom-only 2026-03-26T06:00:01Z 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https://support.fyi.app/hc/en-us/articles/17917634035609-I-can-t-see-my-new-SharePoint-site-when-configuring-New-Collaborate 2026-02-25T07:20:22Z https://support.fyi.app/hc/en-us/articles/17955409110297-New-Collaborate-Overview 2025-12-17T23:15:59Z https://support.fyi.app/hc/en-us/articles/17973644082073-Installing-FYI-Desktop-App-displays-a-banner-This-app-can-t-run-on-your-PC-or-Infected-Web-Page-detected 2024-04-29T23:52:55Z https://support.fyi.app/hc/en-us/articles/17975094962713-Client-or-Job-Changes-are-not-shown-in-FYI 2025-08-06T02:40:13Z https://support.fyi.app/hc/en-us/articles/17975319309977-Configuring-AccountKit-settings-displays-an-error-FYI-error-folder-not-found-Switch-to-root-folder 2025-03-20T01:45:50Z https://support.fyi.app/hc/en-us/articles/17975600640665-FYI-2150-OneDrive-synchronisation-failed-with-an-authorisation-error 2025-06-02T23:44:54Z https://support.fyi.app/hc/en-us/articles/17982220250905-Client-Collaborate-Tab 2025-12-18T00:27:26Z 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https://support.fyi.app/hc/en-us/articles/18553749728665-Error-could-not-open-file-because-it-is-not-a-supported-file-type-or-the-file-has-been-damaged 2026-03-19T04:47:46Z https://support.fyi.app/hc/en-us/articles/18554802615449-Practice-Sync-files-are-not-getting-processed-from-the-FYI-Practice-Sync-folder 2025-02-20T00:37:15Z https://support.fyi.app/hc/en-us/articles/18594893218457-Including-Merge-Fields-in-Automations 2026-02-17T07:27:15Z https://support.fyi.app/hc/en-us/articles/18669916185625-Can-you-create-an-automation-schedule-to-run-twice-skip-a-month-and-then-run-again 2024-08-24T04:45:26Z https://support.fyi.app/hc/en-us/articles/18670953628185-Can-Multi-factor-Authentication-be-configured-for-FYI-users 2026-02-18T06:12:18Z https://support.fyi.app/hc/en-us/articles/18683176207001-Integration-with-Cimplico-Workpapers-Australia-and-New-Zealand-only 2025-12-09T07:04:41Z https://support.fyi.app/hc/en-us/articles/18763735509401-Activity-Statement-Recurring-Job 2026-01-19T23:44:58Z https://support.fyi.app/hc/en-us/articles/18919001673753-Can-I-share-a-file-using-Collaborate-without-the-client-seeing-it 2026-02-26T04:32:59Z https://support.fyi.app/hc/en-us/articles/18921153487641-Practice-Sync-Desktop-App-has-stopped-synchronising 2025-06-17T04:10:54Z https://support.fyi.app/hc/en-us/articles/18924572250137-Track-the-Date-a-Job-State-Changes 2026-01-19T07:23:26Z https://support.fyi.app/hc/en-us/articles/18925916046873-Practice-Management-Sync-app 2026-02-18T06:38:48Z https://support.fyi.app/hc/en-us/articles/19044199954201-May-2023-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/19072553680537-June-2023-Release-Notes 2024-09-19T06:15:21Z https://support.fyi.app/hc/en-us/articles/19085551168281-Error-External-sharing-is-disabled-for-organisation-link-is-displayed-when-viewing-a-document 2026-03-19T04:46:57Z https://support.fyi.app/hc/en-us/articles/19111188133529-Using-the-Tasks-Group 2026-02-26T05:15:01Z https://support.fyi.app/hc/en-us/articles/19149242656025-Announcing-new-integration-with-Cimplico-Workpapers-Australia-and-New-Zealand 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/19237232893977-Error-Unable-to-create-client-folders-in-your-Document-Library-when-running-New-Collaborate-Status-Check 2026-03-17T04:00:03Z https://support.fyi.app/hc/en-us/articles/19248966251417-Renaming-a-Client-with-New-Collaborate-Shared-Folder-and-Files 2026-02-25T07:10:02Z https://support.fyi.app/hc/en-us/articles/19273072192665-White-or-blank-page-when-trying-to-load-FYI-in-a-browser-Chrome-etc 2026-03-19T01:14:47Z https://support.fyi.app/hc/en-us/articles/19276677173145-Resetting-your-connection-between-FYI-and-MYOB-Practice-Management-formerly-GreatSoft 2025-06-23T04:24:57Z https://support.fyi.app/hc/en-us/articles/19318964819225-Comparison-between-Legacy-Collaborate-and-New-Collaborate 2026-02-26T04:08:34Z https://support.fyi.app/hc/en-us/articles/19321878309657-Before-Upgrading-to-New-Collaborate-from-Legacy-Collaborate-using-OneDrive 2025-12-17T23:20:56Z https://support.fyi.app/hc/en-us/articles/19344640374553-After-Upgrading-to-New-Collaborate-from-Legacy-Collaborate-using-OneDrive 2026-02-09T04:51:10Z https://support.fyi.app/hc/en-us/articles/19349641084953-Introduction-to-Job-Management-with-FYI 2026-01-08T03:57:46Z https://support.fyi.app/hc/en-us/articles/19355369723801-Integration-with-My-Workpapers 2025-12-09T07:04:41Z https://support.fyi.app/hc/en-us/articles/19477038728089-What-happens-to-my-previously-shared-documents-when-I-change-my-Collaborate-settings-from-OneDrive 2026-02-25T23:53:04Z https://support.fyi.app/hc/en-us/articles/19477193824281-What-happens-to-documents-in-Co-Edit-when-my-practice-changes-from-OneDrive-to-New-Collaborate-on-SharePoint 2026-02-25T23:54:07Z https://support.fyi.app/hc/en-us/articles/19477518429337-What-happens-with-New-Collaborate-if-the-client-changes-their-email 2026-02-25T07:04:42Z https://support.fyi.app/hc/en-us/articles/19477992167321-Announcing-a-new-Learn-course-Managing-Jobs-and-Recording-Time 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/19491072587289-What-time-does-FYI-process-Bulk-Export-requests 2025-07-28T01:26:27Z https://support.fyi.app/hc/en-us/articles/19567871041433-Product-Update-June-2023 2025-04-29T02:57:16Z https://support.fyi.app/hc/en-us/articles/19739879214361-Why-is-there-a-number-after-the-file-name-or-attachment-shared-using-Collaborate 2026-02-26T04:23:23Z https://support.fyi.app/hc/en-us/articles/19755881549081-Enable-Google-Federation-in-Azure-for-external-users-with-Gmail-accounts 2026-02-26T03:45:33Z https://support.fyi.app/hc/en-us/articles/19789743559321-Xero-Practice-Manager-Rate-Limiting 2026-03-12T05:08:22Z https://support.fyi.app/hc/en-us/articles/19819432268569-Announcing-new-integration-with-My-Workpapers 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/19847247306393-Process-Step-Details-Share-No-Email 2025-12-19T00:59:43Z https://support.fyi.app/hc/en-us/articles/19873275289241-Does-updating-the-Client-Code-in-Xero-Practice-Manager-affect-FYI 2024-04-18T06:37:54Z https://support.fyi.app/hc/en-us/articles/20003033507865-How-does-FYI-manage-encrypted-emails 2026-02-23T07:31:37Z https://support.fyi.app/hc/en-us/articles/20009158477721-Cannot-save-workbook-Errors-were-detected-while-saving-filename 2026-03-05T07:22:01Z https://support.fyi.app/hc/en-us/articles/20030175829529-Working-with-Documents-Showcase-July-2023 2024-10-08T02:08:24Z https://support.fyi.app/hc/en-us/articles/20030602339737-Managing-Emails-Showcase-July-2023 2024-10-08T01:59:21Z https://support.fyi.app/hc/en-us/articles/20031095102617-Managing-Jobs-and-Recording-Time-Showcase-July-2023 2025-09-25T06:24:12Z https://support.fyi.app/hc/en-us/articles/20031793511193-Building-your-App-Stack-Showcase-July-2023 2024-10-08T05:59:18Z https://support.fyi.app/hc/en-us/articles/20043707627161-Sharing-Documents-with-Clients 2026-02-16T04:46:23Z https://support.fyi.app/hc/en-us/articles/20043834019097-Sharing-Folders-with-Clients 2026-02-16T04:48:48Z https://support.fyi.app/hc/en-us/articles/20043940004889-Working-with-the-Upload-Folder 2026-02-16T04:52:30Z https://support.fyi.app/hc/en-us/articles/20044062691865-Removing-Access-to-Shared-Documents 2026-02-16T04:54:43Z https://support.fyi.app/hc/en-us/articles/20044173261209-Removing-Access-to-Shared-Folders 2026-02-16T04:56:28Z https://support.fyi.app/hc/en-us/articles/20044298897817-Co-Editing-Documents-with-your-Clients 2026-02-16T04:53:11Z https://support.fyi.app/hc/en-us/articles/20044654303001-Quick-Guide-for-Using-Collaborate 2026-02-16T04:44:13Z https://support.fyi.app/hc/en-us/articles/20080244018329-Managing-Job-Templates 2026-03-30T07:00:05Z https://support.fyi.app/hc/en-us/articles/20252572140057-How-to-restrict-the-ability-for-internal-users-to-invite-guests-to-SharePoint-Assigned-Roles-method 2026-02-26T03:43:28Z https://support.fyi.app/hc/en-us/articles/20273698548121-Formatting-is-not-retained-when-forwarding-an-email 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/20274639969049-Locating-Jobs-with-maximumefficiency 2026-01-08T03:58:35Z https://support.fyi.app/hc/en-us/articles/20275612632985-June-2023-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/20281351567129-Sharing-Documents-No-Email 2026-02-16T04:53:52Z https://support.fyi.app/hc/en-us/articles/20314439485849-Announcing-new-integration-with-Cloudoffis-Australia-and-New-Zealand-Only 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/20328661581849-July-2023-Release-Notes 2025-09-26T00:53:18Z https://support.fyi.app/hc/en-us/articles/20393200316953-Error-That-didn-t-work-when-trying-to-log-in-to-the-Collaborate-Site 2026-03-17T08:26:38Z https://support.fyi.app/hc/en-us/articles/20393999212185-Why-is-my-Job-Manager-field-in-FYI-resetting-back-to-a-different-user 2025-08-06T03:03:04Z https://support.fyi.app/hc/en-us/articles/20405993037849-Hear-From-Other-Practices-Showcase-July-2023 2024-08-24T04:42:23Z https://support.fyi.app/hc/en-us/articles/20409276935833-FYI-Help-Centre-Update-Rollout 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/20414328164505--Error-creating-email-Microsoft-rejected-your-authentication-when-sharing-a-document-with-the-client-via-New-Collaborate 2026-03-19T06:09:09Z https://support.fyi.app/hc/en-us/articles/20486282356121-5-Point-Plan-for-Managing-Jobs 2026-01-21T06:23:15Z https://support.fyi.app/hc/en-us/articles/20527476817049-Managing-Rates-for-Time-and-Disbursements 2026-03-20T00:40:55Z https://support.fyi.app/hc/en-us/articles/20528262198169-Create-a-Progress-Final-or-Disbursement-Invoice 2026-03-30T06:21:05Z https://support.fyi.app/hc/en-us/articles/20563059692185-Map-Job-States-for-Consistent-Job-Management 2026-01-21T07:06:37Z https://support.fyi.app/hc/en-us/articles/20605649184025-Document-Migration-with-a-Metadata-File 2026-02-10T06:07:29Z https://support.fyi.app/hc/en-us/articles/20618432017049-Connecting-MYOB-Practice-Management-formerly-GreatSoft 2025-06-23T04:25:00Z https://support.fyi.app/hc/en-us/articles/20644924626329-How-much-storage-space-does-Collaborate-need-on-SharePoint 2026-02-25T07:01:53Z https://support.fyi.app/hc/en-us/articles/20657272276889-FYI-Practice-Sync-Desktop-App 2026-02-08T23:09:03Z https://support.fyi.app/hc/en-us/articles/20733196558873-Maintaining-Jobs-in-Bulk 2026-01-21T06:22:08Z https://support.fyi.app/hc/en-us/articles/20784817865369-Creating-Individual-Time-Entries 2026-03-24T06:06:01Z https://support.fyi.app/hc/en-us/articles/20787402170009-Error-exporting-client-or-job-details-Invalid-custom-field-identifier 2025-05-14T23:47:20Z https://support.fyi.app/hc/en-us/articles/20791090229913-Info-Guide-for-Job-Types 2026-02-19T07:08:35Z https://support.fyi.app/hc/en-us/articles/20791962075289-Top-Tips-for-Tracking-Milestones 2026-01-21T07:15:24Z https://support.fyi.app/hc/en-us/articles/20820954061977-Connecting-to-your-Practice-Management-software 2025-12-30T03:21:54Z https://support.fyi.app/hc/en-us/articles/20853190486809-Set-Up-Custom-Fields-for-Consistent-Job-Management 2026-01-21T07:14:25Z https://support.fyi.app/hc/en-us/articles/20853204825241-Using-the-Kanban-Views 2026-02-03T23:41:18Z https://support.fyi.app/hc/en-us/articles/20984103381913-Integration-with-Content-Snare 2025-12-09T07:04:46Z https://support.fyi.app/hc/en-us/articles/21023424645785-How-do-I-change-a-document-name 2026-02-20T06:56:39Z 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https://support.fyi.app/hc/en-us/articles/21787945365657-Announcing-new-integration-with-Content-Snare 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/21820115037849-Practice-Settings-Time-Invoices 2026-03-19T06:22:28Z https://support.fyi.app/hc/en-us/articles/21820601247129-Managing-Invoices-Settings 2026-03-30T06:19:31Z https://support.fyi.app/hc/en-us/articles/21831346783129-Managing-Time-Types 2026-03-23T00:40:11Z https://support.fyi.app/hc/en-us/articles/21858218213145-Best-Practice-for-working-with-IT-Admins 2026-03-18T04:38:12Z https://support.fyi.app/hc/en-us/articles/21865212154265-Uninstalling-FYI-Desktop-App 2024-08-24T00:13:12Z https://support.fyi.app/hc/en-us/articles/21872127623961-Uninstalling-the-FYI-Migrate-App 2025-12-30T05:41:43Z https://support.fyi.app/hc/en-us/articles/21900051116185-Announcing-the-release-of-New-Collaborate 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/21946868353817-Announcing-the-End-of-Life-for-Internet-Explorer-11-Action-required-by-30-11-2023 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/21958322112153--The-Step-cannot-be-removed-as-other-steps-depend-on-it-when-deleting-an-automation-step 2026-02-20T00:11:41Z https://support.fyi.app/hc/en-us/articles/21960642373273--The-permissions-on-this-file-were-updated-and-you-no-longer-have-rights-to-view-this-file 2026-03-05T07:20:15Z https://support.fyi.app/hc/en-us/articles/22079701622937-Practice-Time 2026-03-30T04:58:54Z https://support.fyi.app/hc/en-us/articles/22088167867161-Employee-Summary 2026-01-06T04:00:57Z https://support.fyi.app/hc/en-us/articles/22090259733017-Employee-Custom-Fields 2025-12-18T01:12:50Z https://support.fyi.app/hc/en-us/articles/22119337467673-Employee-Management-Overview 2026-02-26T05:43:53Z https://support.fyi.app/hc/en-us/articles/22126609940633-Employee-Activity 2025-12-18T01:32:23Z https://support.fyi.app/hc/en-us/articles/22129007295385-Process-Step-Details-Update-Employee 2026-01-06T04:02:15Z https://support.fyi.app/hc/en-us/articles/22174147891353-Using-My-Time-Productivity-Dashboard 2026-01-06T01:57:43Z https://support.fyi.app/hc/en-us/articles/22298703441305-Process-Step-Details-AutoTime 2026-02-26T05:22:28Z https://support.fyi.app/hc/en-us/articles/22308301563417-Creating-Time-and-Disbursements 2026-02-09T05:56:37Z https://support.fyi.app/hc/en-us/articles/22308458214425-Creating-Jobs-from-Job-Templates 2026-01-21T06:05:31Z https://support.fyi.app/hc/en-us/articles/22318513509017-Practice-Employees 2026-03-19T06:46:39Z https://support.fyi.app/hc/en-us/articles/22342342958489-Creating-Invoices 2026-02-09T06:01:04Z https://support.fyi.app/hc/en-us/articles/22431087406233-Configuring-Practice-Settings-for-Elite 2026-02-26T07:27:53Z https://support.fyi.app/hc/en-us/articles/22471585080345-August-2023-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/22577302775833-Elite-Plan-Rollout-and-what-it-means-for-your-Practice 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/22650705601049-How-do-I-change-the-name-of-a-user-logged-into-FYI 2025-08-06T02:54:48Z https://support.fyi.app/hc/en-us/articles/22652097651609-My-In-Tray-is-taking-a-long-time-to-load-or-sometimes-displays-ERR 2026-03-19T03:54:30Z https://support.fyi.app/hc/en-us/articles/22660166373017-September-2023-Release-Notes 2026-02-18T05:08:10Z https://support.fyi.app/hc/en-us/articles/22694517884953-Reporting-Overview 2026-03-30T07:00:03Z https://support.fyi.app/hc/en-us/articles/22699967165337-Using-Automations-for-Time-Billing 2026-02-18T01:34:23Z https://support.fyi.app/hc/en-us/articles/22700184479513-Creating-Excel-Reports 2026-02-03T23:52:41Z https://support.fyi.app/hc/en-us/articles/22833430893209-Login-Experience-for-Clients-using-New-Collaborate 2026-01-19T06:45:33Z https://support.fyi.app/hc/en-us/articles/22867059675673-New-Collaborate-Security-Overview 2026-02-25T07:26:27Z https://support.fyi.app/hc/en-us/articles/22934798555673-Error-Connection-was-reset-when-trying-to-preview-an-Email-or-Document 2026-03-19T04:46:25Z https://support.fyi.app/hc/en-us/articles/22961954241817-Guide-to-Integrating-with-Xero-Practice-Manager 2026-02-26T04:12:08Z https://support.fyi.app/hc/en-us/articles/22962260847001-Can-FYI-restrict-access-to-specific-locations-or-IP-addresses-only 2026-02-20T02:56:12Z https://support.fyi.app/hc/en-us/articles/23000262610329-Getting-the-Most-out-of-Jobs-September-2023 2024-10-08T05:02:05Z https://support.fyi.app/hc/en-us/articles/23003064982425-Recurring-Task-Automation 2026-02-26T05:39:41Z https://support.fyi.app/hc/en-us/articles/23161935552025-Integration-with-Active-Workpapers-Australia-and-United-Kingdom-only 2025-12-09T07:08:18Z https://support.fyi.app/hc/en-us/articles/23163411202841-Integration-with-Cradle 2026-03-30T04:41:29Z https://support.fyi.app/hc/en-us/articles/23239331340185-Why-is-my-list-or-view-not-displaying-all-jobs-documents-or-tasks 2026-02-25T02:04:50Z https://support.fyi.app/hc/en-us/articles/23243527693977-A-client-name-synchronised-from-Xero-Practice-Manager-is-displayed-as-Undefined-Undefined-in-FYI 2025-08-06T03:00:28Z https://support.fyi.app/hc/en-us/articles/23249457661593-Job-was-updated-in-XPM-but-the-changes-aren-t-displayed-in-FYI 2025-08-06T02:40:36Z https://support.fyi.app/hc/en-us/articles/23252665526297-Error-posting-envelope-to-FuseSign-There-was-a-problem-adding-customer 2026-03-29T23:14:01Z https://support.fyi.app/hc/en-us/articles/23336695104025-Using-Home-My-Time-Overview 2026-03-16T04:07:35Z https://support.fyi.app/hc/en-us/articles/23344407720985-Practice-Invoices 2026-03-19T06:17:50Z https://support.fyi.app/hc/en-us/articles/23374160428697-Opening-and-Editing-Invoices 2026-03-30T06:19:27Z https://support.fyi.app/hc/en-us/articles/23384135281433-Deleting-and-Voiding-Invoices 2026-03-30T06:16:26Z https://support.fyi.app/hc/en-us/articles/23403418763545-Error-Your-practice-has-changed-Collaborate-settings-on-the-Collaborate-Sharing-Settings-page 2026-03-17T05:23:52Z https://support.fyi.app/hc/en-us/articles/23425551604889-Process-Step-Details-Create-Disbursement 2025-12-19T00:56:46Z https://support.fyi.app/hc/en-us/articles/23432190089369-What-Microsoft-365-permissions-does-FYI-require 2026-02-19T09:00:12Z https://support.fyi.app/hc/en-us/articles/23455736414617-Creating-Disbursements 2025-12-10T01:10:55Z https://support.fyi.app/hc/en-us/articles/23491225778073-Deleting-Time-and-Disbursement-Entries 2026-03-16T03:22:27Z https://support.fyi.app/hc/en-us/articles/23599024320281-October-2023-Release-Notes 2024-08-24T00:10:25Z https://support.fyi.app/hc/en-us/articles/23608026786713-What-are-the-benefits-when-using-Azure-AD-B2B-for-Collaborate 2026-02-25T06:56:37Z https://support.fyi.app/hc/en-us/articles/23612383735577-How-to-restrict-the-ability-for-internal-users-to-invite-guests-to-SharePoint 2026-02-26T03:42:42Z https://support.fyi.app/hc/en-us/articles/23630162004377-Announcing-a-new-Learn-course-Getting-Started-with-Automations 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/23637473248025-Using-Multifactor-Authentication-MFA-with-New-Collaborate 2025-12-17T23:19:32Z https://support.fyi.app/hc/en-us/articles/23724513247257--Please-enter-a-valid-email-address-displays-when-adding-a-user 2026-02-18T06:08:23Z https://support.fyi.app/hc/en-us/articles/23899043082393-Approving-Invoices 2026-03-30T07:00:01Z https://support.fyi.app/hc/en-us/articles/23990030027673--Merge-field-name-not-closed-line-1-col-or-Expected-before-filter-line-1-col-when-running-an-Automation-Process 2026-02-20T00:11:41Z https://support.fyi.app/hc/en-us/articles/23991928306969-Why-aren-t-jobs-showing-in-the-My-Jobs-workspace 2026-01-05T06:41:36Z https://support.fyi.app/hc/en-us/articles/23994683260185-Error-FYI-2180-Document-cannot-be-located-when-using-FYI-Desktop-App 2026-02-23T06:57:10Z https://support.fyi.app/hc/en-us/articles/23998154586777-Why-do-my-Business-Fitness-Smart-Workpapers-crash-when-opened-in-FYI 2024-05-03T01:57:19Z https://support.fyi.app/hc/en-us/articles/23998500575513-What-is-FYI-s-position-regarding-Libwbp-security-vulnerability 2026-02-20T00:48:48Z https://support.fyi.app/hc/en-us/articles/24093148149017-Screen-is-blank-when-opening-and-reading-a-Word-Document 2026-03-05T07:18:42Z https://support.fyi.app/hc/en-us/articles/24168500256153-September-2023-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/24206492633497-Upload-Experience-for-Clients-using-New-Collaborate 2026-02-17T05:44:28Z https://support.fyi.app/hc/en-us/articles/24227969121177-Annature-shows-Document-base-did-not-decode-to-mime-type-application-PDF-when-sending-a-document-for-signing 2025-02-20T00:35:11Z https://support.fyi.app/hc/en-us/articles/24246399510681-What-DKIM-and-SPF-records-are-required-for-FYI-to-send-emails 2023-11-15T23:35:12Z https://support.fyi.app/hc/en-us/articles/24345885684889-Searching-for-Invoices 2026-03-16T05:01:13Z https://support.fyi.app/hc/en-us/articles/24355137107481-Introducing-New-Collaborate-Feature-Walkthrough 2026-02-16T04:36:45Z https://support.fyi.app/hc/en-us/articles/24359389797273-Using-the-Invoices-Lists 2026-03-16T05:00:54Z https://support.fyi.app/hc/en-us/articles/24360221645465--Officeapps-live-com-s-server-IP-address-could-not-be-found-when-previewing-a-document 2026-03-19T04:45:45Z https://support.fyi.app/hc/en-us/articles/24426575019545-Error-FYI-2174-Error-getting-PDF-data-please-reload-extension 2024-12-11T01:07:43Z https://support.fyi.app/hc/en-us/articles/24433152618777-Adding-Process-Steps-for-Documents 2026-02-18T01:22:10Z https://support.fyi.app/hc/en-us/articles/24463662819609-Error-FYI-2136-There-is-an-issue-with-your-Guest-User-setup-Please-check-your-Guest-User-configuration-in-Microsoft-365-and-try-again-when-running-New-Collaborate-Status-Check 2026-03-17T03:11:48Z https://support.fyi.app/hc/en-us/articles/24463768311065-Errors-using-Share-No-Email-with-New-Collaborate 2026-03-19T06:03:31Z https://support.fyi.app/hc/en-us/articles/24506681987609-Automation-Fundamentals 2026-02-18T01:19:30Z https://support.fyi.app/hc/en-us/articles/24510056336025-Introduction-to-Process-Automation-with-FYI 2026-02-18T00:43:29Z https://support.fyi.app/hc/en-us/articles/24523366605593-Automation-Workbook 2026-02-18T01:09:32Z https://support.fyi.app/hc/en-us/articles/24604454098841-Job-Rework-Review-Processes 2025-12-09T07:08:22Z https://support.fyi.app/hc/en-us/articles/24644433548313-Create-a-Mail-Merge-for-Clients 2025-12-09T07:08:23Z https://support.fyi.app/hc/en-us/articles/24682205993753-November-2023-Release-Notes 2025-09-25T06:30:17Z https://support.fyi.app/hc/en-us/articles/24698054284825-Users-without-client-folder-access-are-unable-to-view-a-list-of-Documents-shared-with-them 2026-03-17T08:24:38Z https://support.fyi.app/hc/en-us/articles/24769422180889-Creating-a-Custom-Process 2026-02-18T01:08:04Z https://support.fyi.app/hc/en-us/articles/24773129907865-Excel-shuts-down-when-multiple-spreadsheets-have-been-opened-for-editing 2026-03-05T07:16:51Z https://support.fyi.app/hc/en-us/articles/24777310948761-Error-CompactToken-parsing-failed-with-error-code-80049217-displays-in-Status-tab-or-when-opening-documents 2024-06-07T02:28:12Z https://support.fyi.app/hc/en-us/articles/24875517298969-Error-FYI-2115-Email-address-already-exists-in-another-instance-of-FYI 2024-07-16T06:19:36Z https://support.fyi.app/hc/en-us/articles/24880231581721-October-2023-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/25029148995737-Exported-CSV-from-FYI-displays-time-as-a-decimal-how-do-I-see-it-as-time 2025-05-14T23:47:20Z https://support.fyi.app/hc/en-us/articles/25174085631641-Why-are-duplicate-jobs-displaying-in-my-Jobs-List 2025-05-14T23:47:20Z https://support.fyi.app/hc/en-us/articles/25216074203161-Product-Update-November-2023 2024-09-22T22:05:50Z https://support.fyi.app/hc/en-us/articles/25258516589465-Apply-FYI-Job-Templates-to-Jobs 2026-03-03T04:49:01Z https://support.fyi.app/hc/en-us/articles/25305439451417-Commence-FYI-Practice-Management-Migration 2026-03-03T04:49:01Z https://support.fyi.app/hc/en-us/articles/25306403821849-Connecting-Xero-Ledger 2026-03-12T05:08:22Z https://support.fyi.app/hc/en-us/articles/25314202120089-Configure-the-Practice-Ledger-to-select-a-Migration-Date 2026-03-03T04:49:01Z https://support.fyi.app/hc/en-us/articles/25440873108249-Can-I-report-on-the-date-a-user-last-logged-in 2024-07-02T00:04:33Z https://support.fyi.app/hc/en-us/articles/25587079754009-What-does-Xero-s-Single-Client-Record-mean-for-FYI 2024-06-12T00:15:30Z https://support.fyi.app/hc/en-us/articles/25589741317273-Error-FYI-2118-Unable-to-share-using-Collaborate-Microsoft-permissions-limit-reached 2026-03-17T05:36:57Z https://support.fyi.app/hc/en-us/articles/26049027207961-December-2023-Release-Notes 2025-04-30T23:59:29Z https://support.fyi.app/hc/en-us/articles/26135343450905-November-2023-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/26327422968729-FYI-Elite-Onboarding-Wizard 2026-03-03T04:49:01Z https://support.fyi.app/hc/en-us/articles/26397226831385-Error-using-FYI-Desktop-App-Value-cannot-be-null-when-opening-or-editing-a-document 2025-08-04T00:53:59Z https://support.fyi.app/hc/en-us/articles/26428862986009-Auto-Archive-Documents 2025-12-09T07:08:26Z https://support.fyi.app/hc/en-us/articles/26468253028889-Adding-Process-Steps-for-Jobs 2026-02-18T01:29:28Z https://support.fyi.app/hc/en-us/articles/26469371507865-Adding-Process-Steps-for-Clients 2026-02-18T01:31:44Z https://support.fyi.app/hc/en-us/articles/26565720039193-Error-Local-file-with-same-path-already-exists-when-editing-a-document-using-FYI-Desktop-App 2024-12-19T20:31:31Z https://support.fyi.app/hc/en-us/articles/26567567694617-Announcing-new-Integration-with-Active-Workpapers-by-Business-Fitness-Australia-and-The-United-Kingdom-only 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/26572346510233-FYI-PM-Migration-Before-You-Begin-WIP-Clean-Up-and-Job-Review 2026-03-03T04:49:01Z https://support.fyi.app/hc/en-us/articles/26572739792793-Post-migration-WIP-Reconciliation-using-the-FYI-Time-Report 2026-03-03T04:49:01Z https://support.fyi.app/hc/en-us/articles/26610589793561-Minimum-User-Licences 2026-03-18T04:18:33Z https://support.fyi.app/hc/en-us/articles/26614220351385-Import-Unbilled-WIP-Report 2026-03-03T04:49:01Z https://support.fyi.app/hc/en-us/articles/26635988634777-Will-attachments-with-the-status-of-Draft-Filed-remain-in-FYI-or-will-they-expire-be-deleted 2026-02-23T07:44:13Z https://support.fyi.app/hc/en-us/articles/26659633110041-Using-AutoTime-to-Create-Draft-Time-Entries 2026-02-18T01:41:30Z https://support.fyi.app/hc/en-us/articles/26706256614681-Announcing-transition-to-the-domain-fyi-app-for-FYI-software-and-support 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/27101879156633-How-do-I-transfer-all-clients-and-allocated-work-from-one-user-to-another 2025-08-06T02:56:35Z https://support.fyi.app/hc/en-us/articles/27109883975449-How-do-I-delete-a-user-from-FYI 2024-12-19T20:30:43Z https://support.fyi.app/hc/en-us/articles/27112493107097-Why-are-my-email-notifications-from-FYI-being-sent-to-the-wrong-email 2024-12-19T20:31:30Z https://support.fyi.app/hc/en-us/articles/27201878554905-How-to-unlock-documents-with-Pending-Client-Signature-workflow-status 2024-12-19T20:30:47Z https://support.fyi.app/hc/en-us/articles/27369800457113-Error-Cannot-read-properties-of-undefined-reading-0-or-Could-not-find-document-when-previewing-a-spreadsheet 2026-03-19T04:44:15Z https://support.fyi.app/hc/en-us/articles/27380355006617-January-2024-Release-Notes 2024-12-19T20:24:17Z https://support.fyi.app/hc/en-us/articles/27386627091993-Introduction-to-Email-Management 2026-02-18T02:04:46Z https://support.fyi.app/hc/en-us/articles/27458260337433-Error-FYI-2120-Unable-to-add-guest-user-this-email-appears-to-be-associated-with-an-existing-user 2026-03-17T04:34:49Z https://support.fyi.app/hc/en-us/articles/27461786865817-December-2023-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/27472999295257-Protocol-error-when-opening-Excel-Files-using-OneDrive-Desktop 2026-03-05T07:15:04Z https://support.fyi.app/hc/en-us/articles/27596576922521-Managing-Report-Templates 2026-03-30T07:00:06Z https://support.fyi.app/hc/en-us/articles/27697082254873-Install-the-FYI-Outlook-and-Office-Apps 2026-03-27T02:00:20Z https://support.fyi.app/hc/en-us/articles/27730171602713-Error-Unable-to-process-template-or-signature-Merge-Field-formatting-invalid-when-sending-emails 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/27884625430809-Why-hasn-t-my-new-Job-State-synchronised-from-Xero-Practice-Manager 2026-01-05T06:41:36Z https://support.fyi.app/hc/en-us/articles/27910970465305--File-not-saved-Please-save-the-document-before-filing 2026-03-05T07:14:09Z https://support.fyi.app/hc/en-us/articles/27920116792345-Restoring-Inactive-Users 2026-03-18T04:36:41Z https://support.fyi.app/hc/en-us/articles/27920394006297-Why-did-my-automation-only-run-for-some-jobs-or-clients-and-not-all-of-them 2026-02-20T00:11:41Z https://support.fyi.app/hc/en-us/articles/27923902396185-Error-FYI-2121-This-user-is-currently-marked-as-Inactive-Contact-your-FYI-Administrator-to-activate-the-account 2026-02-08T23:46:04Z https://support.fyi.app/hc/en-us/articles/27924341366169-Error-FYI-2122-Unable-to-log-in-your-device-cannot-be-authenticated-Check-your-Time-and-Date-settings-or-restart-the-network 2024-12-18T22:54:10Z https://support.fyi.app/hc/en-us/articles/27924714801433-Error-FYI-2123-Unable-to-log-in-email-address-does-not-appear-to-belong-to-an-existing-FYI-User 2024-12-18T22:54:10Z https://support.fyi.app/hc/en-us/articles/27969845667737-Error-FYI-2125-The-selected-Practice-OneDrive-user-does-not-have-the-required-Microsoft-permissions-for-Collaborate 2026-03-18T03:01:24Z https://support.fyi.app/hc/en-us/articles/28002010749081-Creating-and-Running-Automations 2026-02-18T01:15:49Z https://support.fyi.app/hc/en-us/articles/28196389546137-Can-I-share-a-file-using-New-Collaborate-without-the-client-seeing-it 2026-02-25T06:53:43Z https://support.fyi.app/hc/en-us/articles/28203494904857-February-2024-Release-Notes 2025-09-25T23:06:22Z https://support.fyi.app/hc/en-us/articles/28234212417177-Managing-Job-Categories 2026-03-19T06:20:35Z https://support.fyi.app/hc/en-us/articles/28269983278105-Sharing-Processes 2026-02-18T01:45:33Z https://support.fyi.app/hc/en-us/articles/28287476132889-Why-are-my-clients-losing-access-to-their-folder-on-the-New-Collaborate-Sharepoint-site-after-a-period-of-time 2026-03-17T08:17:58Z https://support.fyi.app/hc/en-us/articles/28324679033241-How-can-I-see-which-documents-have-been-shared-using-New-Collaborate 2026-02-25T05:41:51Z https://support.fyi.app/hc/en-us/articles/28326742436377-How-can-I-access-the-New-Collaborate-Site-from-SharePoint 2026-02-25T05:41:06Z https://support.fyi.app/hc/en-us/articles/28418193944345-Integration-with-Apxium 2025-12-09T07:08:29Z https://support.fyi.app/hc/en-us/articles/28420972758297-Error-FYI-2129-We-could-not-completely-remove-the-guest-user-in-New-Collaborate-Sharing-Settings 2026-03-17T04:40:33Z https://support.fyi.app/hc/en-us/articles/28453240918425-Are-there-any-additional-costs-to-enable-Azure-AD-B2B 2026-02-25T05:30:13Z https://support.fyi.app/hc/en-us/articles/28464843806105-Error-Oh-no-an-error-has-occurred-when-previewing-a-document 2026-03-05T07:13:39Z https://support.fyi.app/hc/en-us/articles/28468513189657-How-to-whitelist-the-domain-for-emails-received-from-FYI 2026-02-23T07:25:17Z https://support.fyi.app/hc/en-us/articles/28468839146137-Error-Your-sign-in-was-successful-but-you-don-t-have-permission-to-access-this-resource-when-accessing-a-document-on-New-Collaborate 2026-03-17T06:01:27Z https://support.fyi.app/hc/en-us/articles/28513364183961-FYI-Workflow-Jobs-Overview 2025-12-11T00:34:55Z https://support.fyi.app/hc/en-us/articles/28543303755545-Error-Internal-users-can-only-access-attachments-sent-via-Collaborate-from-within-FYI-when-sharing-documents-with-New-Collaborate 2026-03-17T05:01:10Z https://support.fyi.app/hc/en-us/articles/28578954740121-Embrace-Automation-Feb-2024 2024-12-19T20:24:10Z https://support.fyi.app/hc/en-us/articles/28579441033753-Collaborate-error-Unable-to-retrieve-details-from-Microsoft-Please-log-into-FYI-with-your-Practice-OneDrive-Admin 2026-03-16T07:35:29Z https://support.fyi.app/hc/en-us/articles/28579885571481-Collaborate-error-There-is-an-issue-with-your-Collaborate-Settings-Please-run-the-Status-Checks-to-resolve 2026-03-16T07:24:42Z https://support.fyi.app/hc/en-us/articles/28580306352153-Guest-Users-trying-to-log-into-New-Collaborate-encounter-an-error 2026-03-17T06:02:35Z https://support.fyi.app/hc/en-us/articles/28587092939673-How-do-I-unarchive-client-documents 2026-02-20T06:55:36Z https://support.fyi.app/hc/en-us/articles/28660673271833-Updating-Job-Partner-or-Job-Manager 2026-01-19T07:17:22Z https://support.fyi.app/hc/en-us/articles/28663574169497-Error-User-does-not-have-the-required-Microsoft-Permissions-for-Collaborate-when-running-New-Collaborate-Status-Check 2026-03-17T03:57:33Z https://support.fyi.app/hc/en-us/articles/28664545433113-Error-Group-has-not-been-applied-to-the-SharePoint-Document-Library-when-running-New-Collaborate-Status-Check 2026-03-16T07:41:38Z https://support.fyi.app/hc/en-us/articles/28690519295897-Error-FYI-2131-We-were-unable-to-create-the-guest-user-in-Microsoft-365-when-adding-a-user-to-New-Collaborate 2026-03-17T04:41:54Z https://support.fyi.app/hc/en-us/articles/28690986498073-Error-FYI-2132-We-were-unable-to-restore-access-for-the-guest-user-to-the-Collaborate-Site-Please-refer-to-the-article-for-troubleshooting-steps-when-using-New-Collaborate 2026-03-17T05:39:39Z https://support.fyi.app/hc/en-us/articles/28691271516185-Error-FYI-2133-We-were-unable-to-update-access-to-the-Client-Share-and-Upload-folders-when-using-New-Collaborate 2026-03-17T05:40:57Z https://support.fyi.app/hc/en-us/articles/28698637348889-Error-FYI-2135-Collaborate-has-not-been-configured-for-this-client-when-using-Share-No-Email-with-New-Collaborate 2026-03-17T05:00:05Z https://support.fyi.app/hc/en-us/articles/28704572510617-Error-FYI-2138-The-configured-SharePoint-site-cannot-be-found-Check-SharePoint-and-restore-the-site-if-required-when-running-New-Collaborate-Status-Check 2026-03-19T05:42:33Z https://support.fyi.app/hc/en-us/articles/28730820053273-Error-Error-creating-updating-user-when-synchronising-using-Practice-Sync 2025-02-20T00:34:47Z https://support.fyi.app/hc/en-us/articles/28744637347225-Error-Unable-to-update-cabinet-folders-please-check-the-OneDrive-Admin-is-configured-and-try-again-when-selecting-a-new-OneDrive-Admin-User 2024-12-19T20:30:53Z https://support.fyi.app/hc/en-us/articles/28747458686617-Error-FYI-2137-Unable-to-share-document-with-FYI-Test-User-when-running-a-New-Collaborate-Status-Check 2026-03-17T03:51:14Z https://support.fyi.app/hc/en-us/articles/28759287211673-Error-Oh-no-we-had-a-problem-creating-your-document-when-sharing-documents-using-New-Collaborate 2026-03-17T04:56:05Z https://support.fyi.app/hc/en-us/articles/28812449975577-Error-FYI-2146-The-Microsoft-Group-selected-cannot-be-located-in-Microsoft-365-when-configuring-the-Collaborate-app 2026-03-17T03:14:02Z https://support.fyi.app/hc/en-us/articles/28818732999321-Client-documents-are-not-synchronising-from-the-New-Collaborate-Upload-Folder-into-FYI 2026-03-17T08:22:38Z https://support.fyi.app/hc/en-us/articles/28827110631577-Why-can-t-I-access-attachments-from-migrated-emails 2026-02-20T06:48:16Z https://support.fyi.app/hc/en-us/articles/28915295561753-Error-FYI-2139-The-selected-user-does-not-have-the-required-Microsoft-permissions-for-OneDrive-Please-log-in-as-the-OneDrive-Admin-user 2025-02-20T00:33:38Z https://support.fyi.app/hc/en-us/articles/28927700287641-January-2024-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/28940344481561-Error-exporting-existing-XPM-client-Email-must-be-in-a-valid-format 2024-12-19T20:30:49Z https://support.fyi.app/hc/en-us/articles/28942400862617-How-do-I-change-the-email-address-for-an-FYI-user-synchronised-via-Practice-Sync 2025-07-11T05:09:23Z https://support.fyi.app/hc/en-us/articles/28963861216409-Introducing-Capacity-Planning-Feature-Walkthrough 2026-02-18T01:55:05Z https://support.fyi.app/hc/en-us/articles/28969869367065-Error-Custom-Field-failed-to-export-to-XPM-in-Practice-Activity-when-synchronising-with-Xero-Practice-Manager 2024-12-19T20:30:51Z https://support.fyi.app/hc/en-us/articles/28970610860441-Error-Skipped-jobs-older-than-24-months-due-to-low-Xero-request-quota 2026-01-27T01:46:07Z https://support.fyi.app/hc/en-us/articles/28983762946969-Practice-Sync-app 2025-12-07T23:03:09Z https://support.fyi.app/hc/en-us/articles/28998437104409-Error-Tax-Return-sync-failed-due-to-Rate-Limiting-please-request-a-manual-sync-in-Practice-Activity 2026-01-27T01:46:07Z https://support.fyi.app/hc/en-us/articles/29028210629017-Error-FYI-2145-The-configured-Document-Library-could-not-be-found-Restore-the-Document-Library-in-your-Collaborate-site-or-create-a-new-one-if-required-in-New-Collaborate-Status-Check 2026-03-17T03:35:18Z https://support.fyi.app/hc/en-us/articles/29030611868569-New-Collaborate-settings-that-may-cause-sharing-errors 2026-03-17T04:54:50Z https://support.fyi.app/hc/en-us/articles/29030956118553-Error-Failed-to-remove-user-Please-wait-a-few-minutes-and-try-again-when-removing-a-user-from-Sharing-Settings 2026-03-17T04:53:37Z https://support.fyi.app/hc/en-us/articles/29041266015769-Introducing-Employee-Management-Feature-Walkthrough 2026-02-18T01:49:39Z https://support.fyi.app/hc/en-us/articles/29070735024537-Error-We-couldn-t-find-an-account-with-that-username-when-logging-into-New-Collaborate 2026-03-17T07:56:57Z https://support.fyi.app/hc/en-us/articles/29071676160921-Error-Access-Denied-user-does-not-have-permissions-to-access-this-resource-when-trying-to-log-into-New-Collaborate 2026-03-17T08:21:34Z https://support.fyi.app/hc/en-us/articles/29089650088985-Create-a-New-Client-Collaborate-Site-Upgrade-from-Legacy-Collaborate 2026-01-19T06:57:25Z https://support.fyi.app/hc/en-us/articles/29098188668441-Error-FYI-2147-Your-Practice-OneDrive-Admin-User-is-missing-the-User-Administrator-role-required-for-Collaborate-in-the-Collaborate-Status-Check 2026-03-17T03:28:39Z https://support.fyi.app/hc/en-us/articles/29280715413401-Billing-Workflow-Job-Templates 2026-01-05T23:46:53Z https://support.fyi.app/hc/en-us/articles/29311353699225-Error-FYI-2151-Guest-users-were-successfully-removed-from-SharePoint-but-we-were-unable-to-remove-them-from-Microsoft-365-when-removing-a-user-from-Sharing-Settings 2026-03-17T05:44:48Z https://support.fyi.app/hc/en-us/articles/29312447701145-Job-Type-Overview 2025-12-11T00:15:13Z https://support.fyi.app/hc/en-us/articles/29319258912665-Creating-Reports-from-Excel-Report-Templates 2026-03-04T05:54:56Z https://support.fyi.app/hc/en-us/articles/29323922244505-Opening-Editing-and-Finishing-Editing-Reports 2026-03-04T05:50:52Z https://support.fyi.app/hc/en-us/articles/29365801756441-Work-In-Progress-WIP-Overview 2026-03-12T05:46:05Z https://support.fyi.app/hc/en-us/articles/29445783818137-Error-FYI-2152-The-email-entered-cannot-be-added-Use-the-associated-email-address-or-request-a-different-email-address-from-the-guest 2026-03-17T05:52:51Z https://support.fyi.app/hc/en-us/articles/29490749232281-Error-FYI-2153-We-were-unable-to-create-the-guest-user-in-Microsoft-365-when-adding-a-user-to-New-Collaborate-Sharing-Settings 2026-03-17T04:36:05Z https://support.fyi.app/hc/en-us/articles/29493945353753-Error-FYI-2154-We-were-unable-to-create-the-guest-user-in-Microsoft-365-displays-in-Practice-Activity 2026-03-17T04:37:15Z https://support.fyi.app/hc/en-us/articles/29515525218713-Previewing-an-Invoice 2026-03-16T03:24:51Z https://support.fyi.app/hc/en-us/articles/29542650169113-March-2024-Release-Notes 2025-05-01T00:17:39Z https://support.fyi.app/hc/en-us/articles/29584241526041-Enabling-FYI-as-Primary-Source-for-Client-Data 2026-03-30T05:23:59Z https://support.fyi.app/hc/en-us/articles/29586223638425-Creating-Clients-in-FYI 2026-01-08T02:57:58Z https://support.fyi.app/hc/en-us/articles/29632222423193-Error-FYI-2160-Could-not-assign-Partner-or-Manager-in-Practice-Activity-when-synchronising-clients 2026-02-13T02:12:58Z https://support.fyi.app/hc/en-us/articles/29633957490201-Editing-Client-Details 2026-02-17T23:49:07Z https://support.fyi.app/hc/en-us/articles/29638083429401-Error-FYI-2156-Some-staff-could-not-be-synced-from-XPM-as-they-have-been-added-to-another-FYI-practice 2024-12-18T22:55:22Z https://support.fyi.app/hc/en-us/articles/29642453894553-Archiving-a-Client-in-FYI 2026-02-23T00:17:07Z https://support.fyi.app/hc/en-us/articles/29733714589337-Why-aren-t-documents-sent-for-signing-via-myprosperity-syncing-to-the-correct-cabinets-in-FYI 2024-12-19T20:30:49Z https://support.fyi.app/hc/en-us/articles/29734065613593-Which-Authentication-method-should-I-use-when-signing-into-the-FYI-Add-in-for-Outlook 2024-12-19T20:30:49Z https://support.fyi.app/hc/en-us/articles/29742178285209--Skipped-sending-as-User-does-not-exist-in-XPM-displays-in-Practice-Activity 2025-10-22T01:30:16Z https://support.fyi.app/hc/en-us/articles/29840933811225-Error-FYI-2157-User-cannot-be-saved-due-to-an-invalid-email-address 2024-12-18T22:55:22Z https://support.fyi.app/hc/en-us/articles/30027523151897-February-2024-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/30087194319385-Announcing-the-End-of-Support-for-Legacy-Collaborate 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/30213722906265-Can-I-change-the-New-Collaborate-SharePoint-site-URL 2026-02-26T03:59:40Z https://support.fyi.app/hc/en-us/articles/30338802180761-Collaborate-with-your-Clients-March-2024 2025-07-31T23:18:31Z https://support.fyi.app/hc/en-us/articles/30355871468185-Time-and-Disbursements-Bulk-Update 2026-03-30T05:12:38Z https://support.fyi.app/hc/en-us/articles/30680881018649-April-2024-Release-Notes 2026-02-18T05:30:03Z https://support.fyi.app/hc/en-us/articles/30701081039897-Error-Client-Name-does-not-have-an-associated-email-address-when-emailing-a-client-using-an-Automation-Process 2026-02-20T00:11:41Z https://support.fyi.app/hc/en-us/articles/30701479560345-Error-IDX14100-JWT-is-not-well-formed-displayed-in-My-Settings-Status-tab 2026-02-18T06:06:14Z https://support.fyi.app/hc/en-us/articles/30743354920985-Collaborate-with-Clients 2026-02-18T04:30:13Z https://support.fyi.app/hc/en-us/articles/30774785677465--Error-downloading-document-when-opening-a-document-using-FYI-Desktop-App 2024-12-19T20:30:46Z https://support.fyi.app/hc/en-us/articles/30778681362841-Error-FYI-2167-Multiple-Microsoft-Groups-have-been-found-in-the-Collaborate-SharePoint-site 2026-03-16T07:25:47Z https://support.fyi.app/hc/en-us/articles/30825372671129-Document-Migration-for-iManage-sites 2025-12-30T05:36:18Z https://support.fyi.app/hc/en-us/articles/30836318127769-Employee-Performance-Reviews 2025-12-09T07:08:33Z https://support.fyi.app/hc/en-us/articles/30837049380889-Employee-Onboarding 2025-12-09T07:08:33Z https://support.fyi.app/hc/en-us/articles/30837792047641-Employee-Offboarding 2025-12-09T07:08:33Z https://support.fyi.app/hc/en-us/articles/30838179940889-Employee-Probation 2025-12-09T07:08:33Z https://support.fyi.app/hc/en-us/articles/30838719279769-Draft-Time-Entry-Reminder 2025-12-09T07:08:33Z https://support.fyi.app/hc/en-us/articles/30839395903641-Draft-Disbursements-Reminder 2025-12-09T07:08:34Z https://support.fyi.app/hc/en-us/articles/30839766186905-Draft-Invoice-Notification 2025-12-09T07:08:34Z https://support.fyi.app/hc/en-us/articles/30840448912537-Overdue-Invoices-Notification 2025-12-09T07:08:34Z https://support.fyi.app/hc/en-us/articles/30933841473049-I-have-monthly-recurring-invoices-in-Xero-and-use-the-Job-reference-number-to-link-to-XPM-How-will-this-work-in-FYI 2025-12-09T07:06:23Z https://support.fyi.app/hc/en-us/articles/30971248631705-Automate-your-Practice 2026-02-18T04:37:26Z https://support.fyi.app/hc/en-us/articles/30978106867225-Client-Relationships 2025-12-10T05:18:12Z https://support.fyi.app/hc/en-us/articles/30978850130969-Creating-and-Editing-Client-Relationships 2026-01-08T02:57:58Z https://support.fyi.app/hc/en-us/articles/30987572003097-Error-FYI-2169-The-Client-Tax-Number-either-has-an-invalid-format-or-already-exists-in-Xero-Practice-Manager 2025-10-16T23:05:19Z https://support.fyi.app/hc/en-us/articles/30992550585113-Creating-Time-using-the-Timer 2026-03-03T06:51:05Z https://support.fyi.app/hc/en-us/articles/31000307105817-Error-when-exporting-invoices-to-Xero-Ledger-due-to-Matching-Contacts 2026-01-05T06:58:41Z https://support.fyi.app/hc/en-us/articles/31200778578585-Integration-with-StackGo-IdentityCheck 2025-12-09T07:05:03Z https://support.fyi.app/hc/en-us/articles/31213784687385-Can-I-upgrade-to-the-Elite-Plan-if-I-m-integrated-with-Ignition 2025-08-06T03:54:50Z https://support.fyi.app/hc/en-us/articles/31214276477721-Onboarding-to-FYI-Elite 2026-03-23T00:07:32Z https://support.fyi.app/hc/en-us/articles/31218462788505-Synchronising-Contacts-Invoices-and-Client-Ledger-Reports-with-Xero-Ledger 2026-03-12T05:08:22Z https://support.fyi.app/hc/en-us/articles/31250110330777-Why-has-the-Job-State-reverted-after-synchronising-with-Xero-Practice-Manager 2026-01-05T06:41:36Z https://support.fyi.app/hc/en-us/articles/31263812417817-Disconnect-the-integration-between-Xero-Practice-Manager-and-Xero 2026-03-03T04:49:01Z https://support.fyi.app/hc/en-us/articles/31270879863193-Product-Update-April-2024 2025-09-25T21:38:08Z https://support.fyi.app/hc/en-us/articles/31271828987801-Announcing-new-Integration-with-StackGo-Identity-Check 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/31358633077401-Documents-not-opening-when-using-FYI-Desktop-App 2024-12-19T20:30:44Z https://support.fyi.app/hc/en-us/articles/31376401828121-Deleting-Tasks 2025-12-30T02:39:36Z https://support.fyi.app/hc/en-us/articles/31517171664537-Error-FYI-2173-File-Size-Upload-Limit-Reached-when-sharing-files-using-New-Collaborate 2026-03-17T04:43:39Z https://support.fyi.app/hc/en-us/articles/31626382839577-March-2024-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/31797253535641-May-2024-Release-Notes 2025-05-01T00:36:17Z https://support.fyi.app/hc/en-us/articles/31844761781785-The-Documents-List-is-displaying-Err-when-filtering-by-Edit-Status 2026-03-19T04:43:37Z https://support.fyi.app/hc/en-us/articles/31890169182361-Alert-Client-Relationship-delete-export-failed-in-Practice-Activity 2024-12-19T20:29:19Z https://support.fyi.app/hc/en-us/articles/31942872317209-Practice-Management-with-FYI 2026-02-18T04:36:33Z https://support.fyi.app/hc/en-us/articles/31977734659481-Disconnecting-Practice-Sync-integrations 2025-06-05T12:26:31Z https://support.fyi.app/hc/en-us/articles/31980667449753-Error-FYI-2178-Error-exporting-invoices-The-TaxType-Code-cannot-be-used-with-Account-Code 2024-12-18T22:54:10Z https://support.fyi.app/hc/en-us/articles/32126624418329-Microsoft-365-Security-Defaults 2024-12-19T20:29:24Z https://support.fyi.app/hc/en-us/articles/32128819468313-Error-in-Practice-Activity-Error-updating-Job-State-Bad-Request 2026-03-12T23:40:29Z https://support.fyi.app/hc/en-us/articles/32133709755929-Can-I-use-FYI-Desktop-App-on-multiple-workstations 2024-12-19T20:30:11Z https://support.fyi.app/hc/en-us/articles/32134309174041-What-happens-to-documents-shared-using-New-Collaborate-if-the-filing-details-change-in-FYI 2026-02-25T08:02:37Z https://support.fyi.app/hc/en-us/articles/32136955327385--Error-exporting-invoice-Skipped-Invoice-to-Xero-no-tenant-set-for-job-template-in-Practice-Activity 2025-10-09T05:40:41Z https://support.fyi.app/hc/en-us/articles/32152000248217-FYI-2179-Unable-to-retrieve-data-from-Xero-Ledger-as-the-authorisation-failed 2025-01-30T08:06:29Z https://support.fyi.app/hc/en-us/articles/32152119002137-Error-Xero-Ledger-connection-for-user-failed-due-to-Authorisation-please-reconnect-displayed-in-Practice-Activity 2024-12-19T20:29:24Z https://support.fyi.app/hc/en-us/articles/32388169197977-FYI-Partner-Program 2026-01-05T04:57:28Z https://support.fyi.app/hc/en-us/articles/32390849745817-Employee-Processes-and-Process-History 2025-12-18T01:32:54Z https://support.fyi.app/hc/en-us/articles/32397856611353-Employee-Documents 2025-12-18T01:35:47Z https://support.fyi.app/hc/en-us/articles/32440293260697-Can-multiple-users-log-into-FYI-using-the-same-email-address 2024-12-19T20:30:10Z https://support.fyi.app/hc/en-us/articles/32492040514713-Jobs-Billing-Job-Tab 2026-02-27T02:36:45Z https://support.fyi.app/hc/en-us/articles/32535956428057-Auto-Share-Signed-Documents-via-Collaborate 2025-12-09T07:08:37Z https://support.fyi.app/hc/en-us/articles/32537234672665-Bulk-Email-Invite-Clients-to-Collaborate 2026-02-09T00:40:33Z https://support.fyi.app/hc/en-us/articles/32537783372953-Final-Invoice-Auto-Complete-Job 2025-12-09T07:08:37Z https://support.fyi.app/hc/en-us/articles/32562567945881-Job-is-not-showing-in-the-Client-Group-or-is-displayed-in-an-incorrect-Client-Group 2025-05-14T23:47:20Z https://support.fyi.app/hc/en-us/articles/32770873292313-Grouping-Invoice-and-Time-Lists 2026-03-30T05:03:44Z https://support.fyi.app/hc/en-us/articles/32861372830105-Client-Time 2026-03-30T05:31:22Z https://support.fyi.app/hc/en-us/articles/32872378645273-ATOmate-Collaborate-Upload 2025-12-09T07:08:38Z https://support.fyi.app/hc/en-us/articles/32972357049497-New-Collaborate-Technical-Integration-Overview 2026-02-17T07:12:12Z https://support.fyi.app/hc/en-us/articles/32988011246745-Get-Ready-for-the-New-Financial-Year-June-2024 2024-12-19T20:29:26Z https://support.fyi.app/hc/en-us/articles/33013925847449-April-2024-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/33032801549593-Can-I-add-videos-and-MP4-files-to-FYI 2026-02-20T06:54:31Z https://support.fyi.app/hc/en-us/articles/33034600102809-Error-Invoice-Not-Found-when-opening-an-Invoice 2026-03-05T07:12:00Z https://support.fyi.app/hc/en-us/articles/33036256215577-Why-are-old-emails-appearing-in-my-In-Tray 2026-02-23T07:30:58Z https://support.fyi.app/hc/en-us/articles/33045018694937-Credit-Notes-Overview 2026-03-12T05:42:55Z https://support.fyi.app/hc/en-us/articles/33047504391193-Creating-Employee-Documents 2025-12-18T01:33:37Z https://support.fyi.app/hc/en-us/articles/33158734311449-Migrating-from-Practice-Sync-to-Xero-Practice-Manager-Beta 2026-02-17T23:44:43Z https://support.fyi.app/hc/en-us/articles/33254451606809-June-2024-Release-Notes 2026-02-18T05:59:25Z https://support.fyi.app/hc/en-us/articles/33310186092313-Error-FYI-2255-The-Practice-OneDrive-Admin-user-is-not-a-Site-Owner-of-the-Collaborate-SharePoint-site 2026-03-17T03:14:35Z https://support.fyi.app/hc/en-us/articles/33357736867097-First-30-Days-with-FYI 2026-02-18T04:38:48Z https://support.fyi.app/hc/en-us/articles/33390647229209-Secure-document-sharing-with-clients-and-contacts-at-lightspeed 2026-02-16T04:51:44Z https://support.fyi.app/hc/en-us/articles/33431429623193-File-Limits 2025-12-29T04:16:19Z https://support.fyi.app/hc/en-us/articles/33532664629273-Merge-Employees-from-Clients 2025-12-18T01:35:09Z https://support.fyi.app/hc/en-us/articles/33548404609817-Can-practices-view-when-a-user-has-accessed-a-document-shared-via-Collaborate 2026-02-25T23:46:41Z https://support.fyi.app/hc/en-us/articles/33554372833561-Configuring-FYI-as-Practice-Management-with-Xero-Ledger-Connection-Only 2026-03-03T04:49:01Z https://support.fyi.app/hc/en-us/articles/33631926302745-Collaborate-with-your-Accountant-the-Client-Experience 2026-02-16T04:45:05Z https://support.fyi.app/hc/en-us/articles/33838439081625-May-2024-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/34019032076441-Error-in-Practice-Activity-The-staff-member-is-not-assigned-to-the-task-or-job 2025-07-09T00:39:06Z https://support.fyi.app/hc/en-us/articles/34141611701401-Process-Filter-Details-CSV-Data-Import 2026-01-20T06:34:56Z https://support.fyi.app/hc/en-us/articles/34148261972633-Process-Step-Details-Look-Up-Job 2026-02-02T06:01:11Z https://support.fyi.app/hc/en-us/articles/34269427691289-Converting-Standard-Jobs-to-Workflow-Jobs 2026-03-12T06:00:01Z https://support.fyi.app/hc/en-us/articles/34330068477209-Opening-and-Viewing-Credit-Notes 2026-03-12T05:29:29Z https://support.fyi.app/hc/en-us/articles/34453035561753-July-2024-Release-Notes 2026-02-18T05:27:03Z https://support.fyi.app/hc/en-us/articles/34503639759129-How-can-I-confirm-the-number-of-documents-in-my-historical-Document-Management-system 2026-02-23T01:33:11Z https://support.fyi.app/hc/en-us/articles/34568743653529-Running-a-Manual-Sync-with-Xero-Ledger 2026-03-12T05:08:22Z https://support.fyi.app/hc/en-us/articles/34834065943065-Announcing-new-Integration-with-Apxium 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/34961149147289-June-2024-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/35062513363353-Error-Cannot-access-Xero-organisation-in-Practice-Activity 2024-12-19T20:24:12Z https://support.fyi.app/hc/en-us/articles/35086907517465-Resetting-your-connection-between-FYI-and-Xero-Ledger 2026-03-12T05:08:22Z https://support.fyi.app/hc/en-us/articles/35144008701849-Grouping-Custom-Fields 2026-02-18T00:01:31Z https://support.fyi.app/hc/en-us/articles/35165722418457-Copy-a-Time-Entry 2026-03-30T05:03:13Z https://support.fyi.app/hc/en-us/articles/35412495841561-Error-Unable-to-update-the-Client-Share-Folder-as-the-Name-already-exists-when-renaming-a-New-Collaborate-Share-Folder 2026-03-17T04:53:02Z https://support.fyi.app/hc/en-us/articles/35417003813401-Error-FYI-2203-The-selected-Microsoft-Group-is-missing-from-the-SharePoint-Site-in-New-Collaborate-Status-Check 2026-03-27T04:42:02Z https://support.fyi.app/hc/en-us/articles/35514051689881-Assigning-Users-to-Jobs 2025-12-11T23:57:06Z https://support.fyi.app/hc/en-us/articles/35554775486617-If-my-Xero-Ledger-settings-have-a-lock-date-set-will-an-invoice-created-in-FYI-still-sync-to-Xero 2025-05-28T05:05:29Z https://support.fyi.app/hc/en-us/articles/35635706162841-August-2024-Release-Notes 2026-02-18T05:29:30Z https://support.fyi.app/hc/en-us/articles/35680658769689-Error-FYI-2207-FYI-was-unable-to-add-the-guest-user-to-the-Collaborate-SharePoint-Site-in-Practice-Activity 2026-03-17T08:20:16Z https://support.fyi.app/hc/en-us/articles/35682841744025-Error-FYI-2208-Multiple-Document-Libraries-detected-when-configuring-New-Collaborate 2026-03-17T03:19:40Z https://support.fyi.app/hc/en-us/articles/35784796129689-Opening-a-document-in-Word-or-Excel-displays-Content-presents-a-potential-security-issue-warning 2026-03-05T07:11:14Z https://support.fyi.app/hc/en-us/articles/35821164874265-Error-Get-back-into-your-account-when-trying-to-log-into-New-Collaborate 2026-03-17T08:19:21Z https://support.fyi.app/hc/en-us/articles/35822133218713-Integration-with-Ignition-using-Zapier 2026-02-18T00:19:15Z https://support.fyi.app/hc/en-us/articles/35836984059417-Error-Selected-user-account-does-not-exist-in-tenant-when-trying-to-login-to-New-Collaborate 2025-12-17T06:16:17Z https://support.fyi.app/hc/en-us/articles/35955036815897-How-does-FYI-determine-the-Owner-of-an-email 2026-02-23T07:10:40Z https://support.fyi.app/hc/en-us/articles/35956322772761--An-error-occurred-loading-your-settings-when-accessing-Invoices-Settings 2026-01-05T06:58:41Z https://support.fyi.app/hc/en-us/articles/35958064744985-Error-Some-recipients-don-t-have-access-to-links-in-your-message-when-sending-New-Collaborate-Links-in-Outlook 2026-03-17T04:33:23Z https://support.fyi.app/hc/en-us/articles/35959032038425-Client-receives-an-error-Sorry-but-we-re-having-trouble-signing-you-in-when-accessing-New-Collaborate 2026-03-17T08:00:19Z https://support.fyi.app/hc/en-us/articles/36084555428633-July-2024-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/36246665407001-Time-Rates-created-by-Practice-Sync 2026-03-19T06:44:52Z https://support.fyi.app/hc/en-us/articles/36259802535193-Confirm-WIP-Debtor-Reconciliation-between-FYI-and-your-Practice-Manager-Source 2026-03-03T04:49:01Z https://support.fyi.app/hc/en-us/articles/36261683180825-Error-There-is-no-validate-rate-at-date-for-the-rate-Rate-Name 2026-01-05T06:58:41Z https://support.fyi.app/hc/en-us/articles/36302589081753-Migration-of-Invoices-from-MYOB-AE-AO-to-FYI-and-Xero-Ledger-Beta 2026-03-03T04:49:01Z https://support.fyi.app/hc/en-us/articles/36541934113561-Error-FYI-2214-Internal-users-cannot-be-added-to-Sharing-Settings 2026-03-17T04:49:26Z https://support.fyi.app/hc/en-us/articles/36553891693849-Error-Cabinet-not-found-when-running-Automation-Processes 2026-02-20T00:11:41Z https://support.fyi.app/hc/en-us/articles/36688036192665-Product-Update-September-2024 2025-03-26T05:09:27Z https://support.fyi.app/hc/en-us/articles/36693056860057-Why-didn-t-my-File-Notes-CSV-file-upload-when-using-Generic-Practice-Sync 2024-12-19T20:28:53Z https://support.fyi.app/hc/en-us/articles/36753509404313-Working-with-Merge-Fields 2026-02-18T00:56:17Z https://support.fyi.app/hc/en-us/articles/36851065290905-August-2024-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/36958179084313-Error-Progress-or-Final-Invoice-must-have-WIP-against-the-job-for-the-invoice-to-be-created 2026-01-05T06:58:41Z https://support.fyi.app/hc/en-us/articles/37004859037337-Creating-and-Editing-Client-Contacts 2026-03-13T04:56:12Z https://support.fyi.app/hc/en-us/articles/37049041545625-Aged-WIP-Report 2026-02-02T05:21:27Z https://support.fyi.app/hc/en-us/articles/37148953716121-September-2024-Release-Notes 2025-09-26T05:45:05Z https://support.fyi.app/hc/en-us/articles/37202804495641-Announcing-a-new-Learn-course-Time-and-Billing 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/37240711682073-Error-FYI-2217-We-will-continue-attempting-to-synchronise-the-data 2026-02-18T04:54:47Z https://support.fyi.app/hc/en-us/articles/37270141035417-Configuring-your-Client-Collaborate-Settings 2026-01-19T07:02:18Z https://support.fyi.app/hc/en-us/articles/37290286940057-Average-Hourly-Rate-Report 2026-02-02T05:28:25Z https://support.fyi.app/hc/en-us/articles/37292236952857-Invoices-Report 2025-12-18T04:22:02Z https://support.fyi.app/hc/en-us/articles/37294623807257-Job-Profitability-Report 2025-12-18T04:16:32Z https://support.fyi.app/hc/en-us/articles/37336164084121-Revenue-per-FTE-Report 2026-02-02T05:29:00Z https://support.fyi.app/hc/en-us/articles/37340333218457-Staff-Productivity-Report 2026-02-02T05:29:43Z https://support.fyi.app/hc/en-us/articles/37346912563737-Time-Report 2026-02-02T05:31:32Z https://support.fyi.app/hc/en-us/articles/37348458163609-WIP-Control-Report 2026-02-02T06:57:29Z https://support.fyi.app/hc/en-us/articles/37351581798169-WIP-Lock-Up-Report 2026-02-02T05:34:08Z https://support.fyi.app/hc/en-us/articles/37353344184345-Write-Up-Write-Down-Report 2026-02-02T05:35:27Z https://support.fyi.app/hc/en-us/articles/37356512057497-Aged-Receivables-Report 2025-12-18T04:20:01Z https://support.fyi.app/hc/en-us/articles/37470290723481-Announcing-the-release-of-Universal-Merge-Fields 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/37499208090393-Merge-Fields-Glossary 2026-02-27T05:47:23Z https://support.fyi.app/hc/en-us/articles/37499949737625-Formatting-Merge-Fields 2026-03-18T08:09:55Z https://support.fyi.app/hc/en-us/articles/37503992015641-Merge-Fields-Overview 2026-02-02T05:41:41Z https://support.fyi.app/hc/en-us/articles/37559691895193-Integration-with-PM-Hub 2025-12-09T07:05:10Z https://support.fyi.app/hc/en-us/articles/37561762611737-Integration-with-Connectworks 2025-12-09T07:05:10Z https://support.fyi.app/hc/en-us/articles/37659002991513-Error-Failed-to-create-a-job-in-FYI-in-Zapier 2025-03-20T01:45:50Z https://support.fyi.app/hc/en-us/articles/37768222355097-Create-Draft-Job-Templates 2026-03-03T04:49:01Z https://support.fyi.app/hc/en-us/articles/37911232844953-September-2024-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/37911731060249-Error-There-was-an-error-creating-a-new-SharePoint-site 2026-03-17T03:18:07Z https://support.fyi.app/hc/en-us/articles/37912271388313-Error-FYI-2222-There-was-an-error-adding-email-address-to-Collaborate 2026-03-17T07:58:43Z https://support.fyi.app/hc/en-us/articles/37912647622553-Error-You-need-permission-to-access-this-item-when-a-Guest-User-clicks-a-New-Collaborate-Share-Folder-link 2025-12-18T03:48:43Z https://support.fyi.app/hc/en-us/articles/37913265219097-Error-FYI-2224-FYI-is-unable-to-refresh-the-web-hooks-for-Collaborate 2026-03-17T03:08:13Z https://support.fyi.app/hc/en-us/articles/38046874966809-October-2024-Release-Notes 2026-02-18T05:06:41Z https://support.fyi.app/hc/en-us/articles/38307032675993-Recurring-Invoices 2025-12-09T07:08:42Z https://support.fyi.app/hc/en-us/articles/38403196412057-Opening-and-Editing-Interim-Invoices 2026-03-30T06:13:14Z https://support.fyi.app/hc/en-us/articles/38403510618905-Creating-Interim-Time-Entries 2026-03-12T05:42:21Z https://support.fyi.app/hc/en-us/articles/38446365162265-Error-Invalid-custom-field-value-displayed-in-Practice-Activity 2024-12-19T20:24:12Z https://support.fyi.app/hc/en-us/articles/38528028209945-Merge-Fields-October-2024 2026-03-29T22:59:51Z https://support.fyi.app/hc/en-us/articles/38619848029593-Process-Step-Details-Create-Excel-Report 2026-02-02T05:00:02Z https://support.fyi.app/hc/en-us/articles/38647650327577-Client-Birthday-Email 2025-12-09T07:08:43Z https://support.fyi.app/hc/en-us/articles/38663836550553--Lightspeed-Document-Management 2026-02-18T04:40:37Z https://support.fyi.app/hc/en-us/articles/38693520730009-Approved-Invoices-Batch-Sync-with-Xero 2026-03-16T03:24:38Z https://support.fyi.app/hc/en-us/articles/38696717174553-Manage-work-with-MaximumEfficiency 2026-02-18T04:41:28Z https://support.fyi.app/hc/en-us/articles/38742825077017-Error-Unable-to-remove-a-user-from-Sharing-Settings 2026-03-17T04:44:14Z https://support.fyi.app/hc/en-us/articles/38935199918617--Lightspeed-Client-Communication-Nov-2024 2024-12-18T23:03:09Z https://support.fyi.app/hc/en-us/articles/38971279852697--Error-creating-Time-Sheet-displays-in-Practice-Activity 2026-01-05T06:58:41Z https://support.fyi.app/hc/en-us/articles/38974992486681-Announcing-the-Run-From-Lists-feature-for-Manual-Automation-Processes 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/38989542738713-Process-Step-Details-Creating-and-Updating-Clients 2026-03-20T07:20:12Z https://support.fyi.app/hc/en-us/articles/39119108135833-Error-posting-envelope-to-FuseSign-Document-requires-signature-placeholders-to-be-set-for-all-signers-prior-to-sending 2026-03-29T23:13:13Z https://support.fyi.app/hc/en-us/articles/39163252825113-October-2024-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/39198644579993-Automation-Process-Filters 2025-12-12T01:41:58Z https://support.fyi.app/hc/en-us/articles/39344782935833-Error-FYI-2117-We-re-sorry-We-are-having-trouble-communicating-with-FYI 2025-07-21T00:20:05Z https://support.fyi.app/hc/en-us/articles/39412858357145-Error-FYI-2230-The-user-does-not-have-the-FYI-permissions-required-to-use-Practice-Sync 2024-12-18T22:54:11Z https://support.fyi.app/hc/en-us/articles/39418620599193-Process-Step-Details-Create-Time 2025-12-19T00:58:12Z https://support.fyi.app/hc/en-us/articles/39586956638617-Steps-to-Change-your-Practice-Management-Source-from-FYI-to-Xero-Practice-Manager 2026-02-18T04:37:28Z https://support.fyi.app/hc/en-us/articles/39729460816921-November-2024-Release-Notes 2025-09-25T06:27:46Z https://support.fyi.app/hc/en-us/articles/39897983231257-Implementors-Refile-Requests 2026-01-05T04:57:28Z https://support.fyi.app/hc/en-us/articles/39907775029657-Nominating-the-Primary-Contact-for-a-Client 2025-12-10T02:22:32Z https://support.fyi.app/hc/en-us/articles/39920033466393-Error-FYI-2236-or-FYI-2241-Due-Date-cannot-be-before-the-Start-Date 2026-02-20T00:11:41Z https://support.fyi.app/hc/en-us/articles/39983870673945-Error-Sync-failed-with-error-displayed-in-Practice-Activity 2025-02-20T00:26:33Z https://support.fyi.app/hc/en-us/articles/40021086090521-Error-FYI-2240-Error-updating-Job-Details-Not-Found 2025-05-14T23:47:20Z https://support.fyi.app/hc/en-us/articles/40039714082201-Onboarding-Steps-when-working-with-IT-Admins 2025-12-30T05:26:23Z https://support.fyi.app/hc/en-us/articles/40119586242585-Process-Step-Details-Send-Request 2026-02-20T01:03:17Z https://support.fyi.app/hc/en-us/articles/40123664399129-FYI-2245-Error-syncing-client-to-FYI-The-entity-appears-to-have-been-deleted 2025-02-20T00:25:04Z https://support.fyi.app/hc/en-us/articles/40393253291417-Error-FYI-2248-Error-updating-job-details-an-error-occurred-in-Xero 2026-01-27T01:46:07Z https://support.fyi.app/hc/en-us/articles/40396251541913-Error-FYI-2249-Error-exporting-job-Custom-Fields-Error-attempting-Custom-Field-Export-no-XPM-ID 2026-01-27T01:46:07Z https://support.fyi.app/hc/en-us/articles/40416735999257-Integration-with-Dashboard-Insights-Australia-and-New-Zealand-only 2025-12-09T07:06:29Z https://support.fyi.app/hc/en-us/articles/40433121372697-Integration-with-DASH-Software 2025-12-09T07:05:12Z https://support.fyi.app/hc/en-us/articles/40433263289881-Announcing-new-Integration-with-DASH-Software 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/40520011876761-November-2024-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/40642523332505-Product-Update-December-2024 2025-03-26T03:58:12Z https://support.fyi.app/hc/en-us/articles/40831895955737-Error-FYI-2252-Issues-encountered-during-the-WIP-Import 2025-12-18T04:04:54Z https://support.fyi.app/hc/en-us/articles/40834483078553--Error-creating-updating-client-contacts-when-using-FYI-Practice-Sync 2025-02-20T00:21:40Z https://support.fyi.app/hc/en-us/articles/40926928785817-December-2024-Release-Notes 2025-09-25T21:36:10Z https://support.fyi.app/hc/en-us/articles/40940668381465-Client-and-Job-List-Cache-Refresh 2025-12-30T00:39:15Z https://support.fyi.app/hc/en-us/articles/41062265442329-Configuring-proxy-and-firewall-settings-for-FYI-Practice-Sync-Desktop-App 2026-02-20T00:17:11Z https://support.fyi.app/hc/en-us/articles/41305925756953-Integration-with-Frankie-Australia-and-New-Zealand-only 2025-12-09T07:05:12Z https://support.fyi.app/hc/en-us/articles/41312628442393-Using-My-Time-Calendar 2026-03-16T04:08:50Z https://support.fyi.app/hc/en-us/articles/41394407410457-Error-We-found-a-problem-with-some-content-in-report-opening-a-Report-in-Microsoft-Excel 2026-03-02T22:21:28Z https://support.fyi.app/hc/en-us/articles/41398398482969-Automatically-Bulk-Update-Job-Type-from-Standard-to-Workflow-Job 2026-01-19T07:22:34Z https://support.fyi.app/hc/en-us/articles/41987156611609-December-2024-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/42132602796569-Monthly-Practice-Reports 2025-12-09T07:08:44Z https://support.fyi.app/hc/en-us/articles/42137650816281-WIP-Write-Off-on-Completed-Jobs 2025-12-09T07:08:44Z https://support.fyi.app/hc/en-us/articles/42175586510361-Error-FYI-2256-Another-user-has-made-a-change-to-this-process-Please-refresh-the-page-and-try-again 2026-02-20T00:11:41Z https://support.fyi.app/hc/en-us/articles/42176125496601-January-2025-Release-Notes 2025-08-07T00:25:32Z https://support.fyi.app/hc/en-us/articles/42268604691481-Create-Time-on-Sent-Emails 2025-12-09T07:08:44Z https://support.fyi.app/hc/en-us/articles/42275945671321-Integration-with-AMLCC-United-Kingdom-only 2025-12-09T07:05:13Z https://support.fyi.app/hc/en-us/articles/42427107566873-Creating-Clients-in-FYI 2026-01-08T01:41:52Z https://support.fyi.app/hc/en-us/articles/42554270556313-Managing-Display-Names-for-New-Collaborate 2026-02-13T06:23:13Z https://support.fyi.app/hc/en-us/articles/42600874867993-Jobs-Glossary 2026-02-18T05:46:05Z https://support.fyi.app/hc/en-us/articles/42944347440281-Invoice-created-by-an-automation-for-0 2026-01-05T06:58:41Z https://support.fyi.app/hc/en-us/articles/42949756456217-Error-FYI-2260-Create-new-Client-Custom-Fields-in-FYI-with-the-same-Name-and-Type-as-the-APS-Custom-Attribute 2025-04-21T23:50:38Z https://support.fyi.app/hc/en-us/articles/42955012541209-FYI-is-automatically-creating-blank-Client-Phone-Records 2025-01-31T06:54:48Z https://support.fyi.app/hc/en-us/articles/43044194173977-Using-the-FYI-Automation-Library 2026-01-27T00:02:18Z https://support.fyi.app/hc/en-us/articles/43077318570521-February-2025-Release-Notes 2026-02-18T05:08:44Z https://support.fyi.app/hc/en-us/articles/43150804827801-Job-Tasks-Tab 2026-02-27T02:31:50Z https://support.fyi.app/hc/en-us/articles/43151283292569-Setting-Up-an-FYI-Elite-Trial 2026-03-03T04:49:01Z https://support.fyi.app/hc/en-us/articles/43175072335769-Integration-with-Seamlss-Australia-and-New-Zealand-only 2025-12-09T07:08:45Z https://support.fyi.app/hc/en-us/articles/43176426184345-Integration-with-GovReports-Australia-only 2026-03-30T06:04:10Z https://support.fyi.app/hc/en-us/articles/43176682751769-Integration-with-FeeSynergy-Australia-and-New-Zealand-only 2026-02-18T00:18:06Z https://support.fyi.app/hc/en-us/articles/43177784794009-Editing-Jobs-from-the-Job-Summary 2026-03-03T03:27:48Z https://support.fyi.app/hc/en-us/articles/43190760317977-Displaying-the-Job-Drawer 2026-02-27T02:16:51Z https://support.fyi.app/hc/en-us/articles/43236408469017-Editing-Jobs-from-the-Jobs-Drawer 2026-03-03T02:37:25Z https://support.fyi.app/hc/en-us/articles/43326024639385-Onboarding-Data-Conversion-Feb-2025 2026-02-18T04:56:46Z https://support.fyi.app/hc/en-us/articles/43328245045529-Automate-your-Practice-Management-Feb-2025 2026-02-18T04:56:00Z https://support.fyi.app/hc/en-us/articles/43591734449433-Editing-Job-Custom-Fields 2026-02-25T04:14:28Z https://support.fyi.app/hc/en-us/articles/43622800861081-Your-Practice-Data-Feb-2025 2025-03-13T08:42:56Z https://support.fyi.app/hc/en-us/articles/43623846280345-Managing-Clients-Employees-Feb-2025 2025-03-13T08:42:55Z https://support.fyi.app/hc/en-us/articles/43644089256857-Job-XPM-Tasks-Tab 2026-02-27T02:32:40Z https://support.fyi.app/hc/en-us/articles/43668275095961-Job-Comments-Tab 2026-01-12T07:16:46Z https://support.fyi.app/hc/en-us/articles/43678248159897-Job-XPM-Milestones-Tab 2026-02-27T02:33:22Z https://support.fyi.app/hc/en-us/articles/43699072847641-Error-FYI-2264-Update-the-dropdown-list-options-to-match-your-integrated-Practice-Management-solution 2025-05-08T04:44:43Z https://support.fyi.app/hc/en-us/articles/43706553384345-Error-FYI-2265-Create-a-new-Custom-Field-in-FYI-with-the-correct-Type 2025-03-13T05:54:10Z https://support.fyi.app/hc/en-us/articles/43709285271065-Error-FYI-2268-The-FYI-Sync-Updater-Service-is-not-running 2025-03-28T00:11:33Z https://support.fyi.app/hc/en-us/articles/43800363973273--Report-generation-failed-notification-when-creating-an-Excel-Report 2026-03-02T22:21:28Z https://support.fyi.app/hc/en-us/articles/43800946616089-Process-Step-Details-Update-Time-Disbursement 2025-12-19T01:03:06Z https://support.fyi.app/hc/en-us/articles/43802383155609-Error-FYI-2667-Update-the-email-address-to-a-valid-format-in-your-integrated-practice-management-platform 2026-02-17T03:23:34Z https://support.fyi.app/hc/en-us/articles/43946017152793-Error-FYI-2269-The-Tax-IRD-VAT-number-exceeds-the-20-character-limit 2025-04-21T23:51:11Z https://support.fyi.app/hc/en-us/articles/43951548304409-Error-FYI-2670-The-Billable-Rate-exceeds-the-six-digit-limit 2025-04-23T04:55:39Z https://support.fyi.app/hc/en-us/articles/43959547485593-Error-FYI-2270-Custom-Field-Accountant-has-been-created-with-an-incorrect-Type 2025-09-19T05:21:22Z https://support.fyi.app/hc/en-us/articles/44044707463705-Error-FYI-2271-User-removed-from-local-Practice-Sync-cache 2025-03-28T00:11:24Z https://support.fyi.app/hc/en-us/articles/44047756918809-Error-FYI-2272-Unable-to-create-user-due-to-missing-Username-or-Email-Address 2026-02-26T06:53:28Z https://support.fyi.app/hc/en-us/articles/44049732118169-Company-Annual-Review-Job 2026-03-12T05:31:17Z https://support.fyi.app/hc/en-us/articles/44130134850969-How-do-I-record-Time-in-Lieu-in-FYI 2026-02-22T23:50:31Z https://support.fyi.app/hc/en-us/articles/44177726382489-Jobs-Workflow-Jobs-Tab 2026-02-27T02:41:57Z https://support.fyi.app/hc/en-us/articles/44319658282521-Process-Step-Details-Finish-Co-Edit 2026-02-17T05:42:07Z https://support.fyi.app/hc/en-us/articles/44323636311833-March-2025-Release-Notes 2025-05-08T07:31:17Z https://support.fyi.app/hc/en-us/articles/44357792745497-Integration-with-Socket-United-Kingdom-only 2026-02-09T05:03:03Z https://support.fyi.app/hc/en-us/articles/44364152952089-Process-Step-Details-Unshare-Document 2026-02-17T05:41:32Z https://support.fyi.app/hc/en-us/articles/44447053140249-January-2025-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/44449751858841-February-2025-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/44498865446553-Job-Processes-Tab 2026-02-27T02:44:13Z https://support.fyi.app/hc/en-us/articles/44597241558041-Error-FYI-2273-Review-and-update-the-Filters-and-Steps-used-in-your-Automation-Process-before-reactivating 2026-03-03T21:53:34Z https://support.fyi.app/hc/en-us/articles/44649463770521-Create-a-New-Client-Secured-Collaborate-Site 2025-12-17T23:56:45Z https://support.fyi.app/hc/en-us/articles/44737254005785-Jobs-Time-Tab 2026-03-30T05:14:48Z https://support.fyi.app/hc/en-us/articles/44738534323865-Zapier-integration-did-not-execute-all-steps-correctly 2025-03-20T01:45:50Z https://support.fyi.app/hc/en-us/articles/44776628992281-Announcing-new-Integration-with-Connectworks 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/44986625021465-Product-Update-March-2025 2025-05-20T22:52:47Z https://support.fyi.app/hc/en-us/articles/45154234504601-Jobs-Invoices-Tab 2026-02-27T02:51:46Z https://support.fyi.app/hc/en-us/articles/45262461969561-Error-FYI-2274-Open-the-Practice-Sync-Desktop-App-and-update-the-configuration 2025-06-19T04:53:19Z https://support.fyi.app/hc/en-us/articles/45351252030105-Using-Lists 2026-03-30T05:10:27Z https://support.fyi.app/hc/en-us/articles/45427733903769-April-2025-Release-Notes 2025-09-25T21:38:37Z https://support.fyi.app/hc/en-us/articles/45438686481945-Integration-with-Xama-AML-United-Kingdom-only 2025-12-14T22:35:14Z https://support.fyi.app/hc/en-us/articles/45488870277017--Error-connecting-to-FYI-Check-network-connection-when-using-FYI-Desktop-Practice-Sync-App 2025-04-10T06:58:33Z https://support.fyi.app/hc/en-us/articles/45569788340377-Alert-Invoice-sync-is-still-in-progress-we-will-resume-it-tomorrow 2025-04-10T05:21:00Z https://support.fyi.app/hc/en-us/articles/45762937667481-Error-FYI-2275-Archive-the-Custom-Field-in-IRIS-before-deleting-the-matching-Custom-Field-in-FYI 2025-09-26T07:18:24Z https://support.fyi.app/hc/en-us/articles/46036365168281-Managing-WIP-Imported-Inactive-Users 2026-03-30T05:12:12Z https://support.fyi.app/hc/en-us/articles/46042804809753-Allocating-WIP 2026-02-09T06:03:24Z https://support.fyi.app/hc/en-us/articles/46043040933785-Approving-Invoices 2026-02-09T06:06:33Z https://support.fyi.app/hc/en-us/articles/46043114227353-Deleting-and-Voiding-Invoices 2026-02-09T06:07:33Z https://support.fyi.app/hc/en-us/articles/46044056878873-Displaying-Invoices-and-Time-Lists-using-Grouped-Views 2026-02-18T01:53:20Z https://support.fyi.app/hc/en-us/articles/46434039514521-Announcing-the-new-Integration-with-Dashboard-Insights 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/46434108724377-Announcing-the-new-Integration-with-Seamlss 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/46434131371673-May-2025-Release-Notes 2025-06-19T05:27:06Z https://support.fyi.app/hc/en-us/articles/46656346995993-March-2025-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/46661663689497--Unknown-error-fetching-document-when-previewing-an-Email 2026-03-11T02:36:38Z https://support.fyi.app/hc/en-us/articles/46709644209817-Transitioning-to-FYI 2026-03-19T07:46:24Z https://support.fyi.app/hc/en-us/articles/46789633620121-April-2025-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/46925021568409-Error-Job-sync-failed-with-Bad-Request-Response-generated-is-too-large-in-Practice-Activity 2026-02-26T04:03:42Z https://support.fyi.app/hc/en-us/articles/46940570026777--Error-exporting-time-entry-Validation-error-in-Practice-Activity 2025-05-15T05:29:06Z https://support.fyi.app/hc/en-us/articles/46945437003673-Using-Home-My-Team-Productivity 2026-02-26T05:43:08Z https://support.fyi.app/hc/en-us/articles/47121527249817-Restoring-Deleted-Time-and-Disbursement-Entries 2026-03-30T05:00:53Z https://support.fyi.app/hc/en-us/articles/47224002113305-Mastering-Compliance-Job-Management-May-2025 2025-09-29T02:29:47Z https://support.fyi.app/hc/en-us/articles/47587437265561-June-2025-Release-Notes 2025-11-27T04:24:15Z https://support.fyi.app/hc/en-us/articles/47590634843161-Integration-with-The-Gap 2026-02-17T23:57:01Z https://support.fyi.app/hc/en-us/articles/47625660555033-May-2025-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/47632479902617-June-2025-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/47661216495001-Error-The-invoice-is-not-attached-PDF-is-unavailable-when-emailing-an-invoice-using-an-Automation-Process 2026-02-20T00:11:41Z https://support.fyi.app/hc/en-us/articles/47987489516185-Announcing-the-release-of-My-Time-Calendar 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/48030500216601-Using-My-Time-Group-View 2026-03-16T04:59:27Z https://support.fyi.app/hc/en-us/articles/48036848954649-Announcing-the-new-Integration-with-BGL-for-UK-practices 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/48204470654105-Documents-Automatically-Appearing-in-Outlook-Meeting-Invites 2026-03-17T05:53:48Z https://support.fyi.app/hc/en-us/articles/48273761148057-Assign-Workflow-Jobs-to-a-different-Billing-Job 2026-03-12T06:00:00Z https://support.fyi.app/hc/en-us/articles/48300727338521-New-Collaborate-Status-Check-Overview 2026-02-26T05:46:51Z https://support.fyi.app/hc/en-us/articles/48337970425625-Allocating-WIP 2026-03-30T05:16:47Z https://support.fyi.app/hc/en-us/articles/48401543082649-July-2025-Release-Notes 2025-08-14T21:56:41Z https://support.fyi.app/hc/en-us/articles/48626740337817-Excel-changes-Structured-References-in-a-report-and-displays-a-NAME-error 2026-03-02T22:21:28Z https://support.fyi.app/hc/en-us/articles/48670468916505-Announcing-the-new-Integration-with-FeeSynergy 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/48760873961881-Integration-with-Vibe-CFO 2026-01-06T06:00:02Z https://support.fyi.app/hc/en-us/articles/48765115517081-Guide-to-Integrating-Automating-Corporate-Compliance-Documents 2026-02-13T05:34:16Z https://support.fyi.app/hc/en-us/articles/48836484979609-Announcing-the-release-of-CSV-Data-Import 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/48838576772633-Using-My-Time 2026-02-09T05:49:39Z https://support.fyi.app/hc/en-us/articles/48850199659161-Error-FYI-2281-Please-update-your-import-file-to-match-the-required-CSV-format-when-importing-CSV-Files-from-OneDrive-for-General-Practice-Management-Software 2026-03-13T00:40:55Z https://support.fyi.app/hc/en-us/articles/48911624503961-Process-Filter-CSV-Data-Import-Error-Report 2025-07-23T21:24:25Z https://support.fyi.app/hc/en-us/articles/48955757450777-Create-an-Interim-Invoice 2026-03-30T06:15:45Z https://support.fyi.app/hc/en-us/articles/49088113215513-Automation-Essentials-Toolkit 2026-02-18T00:40:51Z https://support.fyi.app/hc/en-us/articles/49125805318297-Error-A-Custom-Field-was-renamed-due-to-changes-in-XPM 2026-01-27T01:46:07Z https://support.fyi.app/hc/en-us/articles/49127233699865-Importing-Data-using-CSV-Import 2026-02-18T01:43:09Z https://support.fyi.app/hc/en-us/articles/49131531054745-Product-Update-June-2025 2025-09-29T02:29:44Z https://support.fyi.app/hc/en-us/articles/49187739965593-OneDrive-FYI-Processed-folder-is-missing-or-has-been-deleted 2026-03-05T05:01:18Z https://support.fyi.app/hc/en-us/articles/49190487759769-Error-There-was-potentially-an-error-uploading-this-document-Please-check-and-re-create-if-needed-when-importing-a-document 2026-03-05T03:00:27Z https://support.fyi.app/hc/en-us/articles/49255915300633-Configuring-your-Client-Secured-Collaborate-Site-Settings 2026-01-19T05:00:03Z https://support.fyi.app/hc/en-us/articles/49256014636697-Moving-to-a-Client-Secured-Collaborate-Site 2025-12-17T23:58:48Z https://support.fyi.app/hc/en-us/articles/49272732873241-July-2025-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/49272867990937-Integration-with-Abacor-Australia-and-New-Zealand-only 2025-12-09T07:05:16Z https://support.fyi.app/hc/en-us/articles/49273063054617-Integration-with-Vinyl 2026-02-17T23:56:14Z https://support.fyi.app/hc/en-us/articles/49273181632665-New-Collaborate-Site-Types-Overview 2026-01-19T06:46:28Z https://support.fyi.app/hc/en-us/articles/49304072721561-New-Collaborate-Glossary 2026-01-19T07:33:54Z https://support.fyi.app/hc/en-us/articles/49329659708185-Announcing-the-release-of-Client-Secured-Collaborate 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/49511458315161-Setting-up-New-Collaborate-Sites 2026-02-26T06:19:33Z https://support.fyi.app/hc/en-us/articles/49533482352409-Creating-Templates-for-Forms 2026-04-01T23:03:54Z https://support.fyi.app/hc/en-us/articles/49539502304537-Managing-Form-Templates 2026-02-26T07:00:04Z https://support.fyi.app/hc/en-us/articles/49598639368217-August-2025-Release-Notes 2025-09-15T00:31:24Z https://support.fyi.app/hc/en-us/articles/49683832184729-Announcing-the-new-Integration-with-The-Gap 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/49689661491737-Optimised-Custom-Field-Sync-Rollout-and-What-It-Means-for-Your-Practice 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/49709534631705-Sending-Forms-to-Clients 2026-02-26T07:01:59Z https://support.fyi.app/hc/en-us/articles/49717794007833-Setting-up-Form-Email-Templates 2026-02-26T07:00:01Z https://support.fyi.app/hc/en-us/articles/49751562383513-Can-I-allow-clients-and-contacts-to-request-access-to-a-New-Collaborate-site 2026-02-25T04:39:50Z https://support.fyi.app/hc/en-us/articles/49806029164185-Can-I-prevent-Guest-User-access-from-expiring-on-a-New-Collaborate-site 2026-02-26T03:46:20Z https://support.fyi.app/hc/en-us/articles/49871269380633-Forms-Glossary 2026-03-12T06:00:02Z https://support.fyi.app/hc/en-us/articles/49877409620761-Creating-Client-Forms 2026-02-26T07:00:03Z https://support.fyi.app/hc/en-us/articles/49881600032793-Forms-Feature-Rollout-What-it-means-for-your-Practice 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/49911330101913-Process-Step-Details-Create-Form 2026-02-26T07:00:02Z https://support.fyi.app/hc/en-us/articles/49916879939097-Creating-and-Submitting-Internal-Forms 2026-02-26T07:00:01Z https://support.fyi.app/hc/en-us/articles/49921986292377-Forms-Overview 2026-02-26T07:00:03Z https://support.fyi.app/hc/en-us/articles/49938195837209-Client-Invoices 2026-02-09T00:25:44Z https://support.fyi.app/hc/en-us/articles/49948809227545-Setting-Up-a-Custom-Process-for-Form-Management 2026-02-26T07:00:02Z https://support.fyi.app/hc/en-us/articles/49976789376793-Sample-Form-Template-Update-Client-Details 2026-02-27T01:28:52Z https://support.fyi.app/hc/en-us/articles/50082807985817-Announcing-the-release-of-Team-Productivity 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/50088318450969-Integration-with-Prime-Company-Compliance 2025-12-09T07:05:17Z https://support.fyi.app/hc/en-us/articles/50118557147161-Missing-Time-Reminder 2025-12-09T07:08:51Z https://support.fyi.app/hc/en-us/articles/50155938741529-Submitting-a-Form 2026-03-30T07:00:06Z https://support.fyi.app/hc/en-us/articles/50210090496025-Process-Filter-Details-Form-View-Filters 2026-02-26T07:00:01Z https://support.fyi.app/hc/en-us/articles/50215662125977-Announcing-the-release-of-Pinned-Documents 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/50222681726233-Pinned-Documents 2025-12-30T00:50:19Z https://support.fyi.app/hc/en-us/articles/50283140221337-Job-Budget-Tracking-Alerts 2025-12-09T07:08:52Z https://support.fyi.app/hc/en-us/articles/50359381436441-September-2025-Release-Notes 2025-10-23T05:49:37Z https://support.fyi.app/hc/en-us/articles/50382308452505-Process-Filter-Details-Time-Entry 2026-01-20T06:34:56Z https://support.fyi.app/hc/en-us/articles/50416762462105-August-2025-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/50424308246169-Editing-Employee-Details 2026-02-22T23:46:53Z https://support.fyi.app/hc/en-us/articles/50425118730905-Creating-Employees 2025-12-18T01:11:53Z https://support.fyi.app/hc/en-us/articles/50493514514713-Managing-Team-Productivity 2026-02-18T01:48:40Z https://support.fyi.app/hc/en-us/articles/50498667740953-Integration-with-Fresh-Proposals 2025-12-09T07:05:18Z https://support.fyi.app/hc/en-us/articles/50525644879769-Process-Step-Details-Summary-Notification 2025-12-19T01:02:30Z https://support.fyi.app/hc/en-us/articles/50558324545049-Process-Step-Details-Create-Note 2026-02-02T05:15:10Z https://support.fyi.app/hc/en-us/articles/50566296453785-Process-Step-Details-Execute-Process 2025-12-19T00:58:22Z 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https://support.fyi.app/hc/en-us/articles/50761848506137-Previewing-a-Form 2026-02-26T07:01:59Z https://support.fyi.app/hc/en-us/articles/50932340081433-Announcing-the-new-Integration-with-Vinyl 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/50988169728793-Process-Step-Details-Send-for-Signature 2025-12-19T00:59:55Z https://support.fyi.app/hc/en-us/articles/51097364164633-Receiving-Form-Responses 2026-02-26T07:01:59Z https://support.fyi.app/hc/en-us/articles/51099178026521-Sample-Form-Template-Starter-Form 2026-02-26T07:31:19Z https://support.fyi.app/hc/en-us/articles/51100918820633-Sample-Form-Template-Client-Onboarding 2026-02-26T07:31:19Z https://support.fyi.app/hc/en-us/articles/51102151684249-Sample-Form-Template-Client-Satisfaction 2026-02-26T07:31:19Z https://support.fyi.app/hc/en-us/articles/51105541967129-Sample-Form-Template-Professional-Development-Request 2026-02-26T07:31:19Z https://support.fyi.app/hc/en-us/articles/51203178646041-October-2025-Release-Notes 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https://support.fyi.app/hc/en-us/articles/54408296303001-Using-Calculations-with-Reports 2026-03-20T00:39:21Z https://support.fyi.app/hc/en-us/articles/54438495813913-Announcing-the-Integration-with-Socket-United-Kingdom-only 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/54440486353689-February-2026-Release-Notes 2026-03-04T05:19:08Z https://support.fyi.app/hc/en-us/articles/54609862941081-Custom-User-Role-values-are-cleared-when-syncing-with-XPM 2026-01-27T01:46:07Z https://support.fyi.app/hc/en-us/articles/54852610689817-January-2026-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/54931373681433-New-Collaborate-Guest-User-Error-Link-Facet-Access-Replace-with-Invitation 2026-02-16T06:00:02Z https://support.fyi.app/hc/en-us/articles/55103129691801-Job-Cost-Profitability-Report 2026-03-19T07:33:28Z 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https://support.fyi.app/hc/en-us/articles/55467379295897-Can-Forms-include-dynamic-repeatable-fields 2026-02-27T01:12:17Z https://support.fyi.app/hc/en-us/articles/55600976851225-February-2026-What-s-New-and-Improved 2026-03-30T06:05:26Z https://support.fyi.app/hc/en-us/articles/55607490973593-How-do-I-reconcile-a-WIP-Control-Report-with-data-in-FYI 2026-03-30T05:02:57Z https://support.fyi.app/hc/en-us/articles/55609764130713-Configuring-Additional-Views-for-Jobs-Time-and-Invoices 2026-03-18T00:24:26Z https://support.fyi.app/hc/en-us/articles/55613670977049-Disabling-Email-AutoFile 2026-03-20T01:55:29Z https://support.fyi.app/hc/en-us/articles/55633127106969--Error-running-report-Excel-is-in-cell-editing-mode-when-refreshing-a-report 2026-03-02T22:21:28Z https://support.fyi.app/hc/en-us/articles/55639319799961-Smarter-Reporting-Actionable-Insights-with-FYI-Elite-March-2026 2026-03-20T01:55:30Z https://support.fyi.app/hc/en-us/articles/55676642880665-March-2026-Release-Notes 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