NEW FEATURES ROUND-UP: AUGUST 2019
New features and product enhancements have been coming thick and fast over the last couple of months, and we’re not slowing down in the slightest! Upcoming releases include integration with Adobe Sign, Custom Processes and the long-awaited Tax Assessments.
Read on to learn more about:
- exciting new integrations with industry-leading apps, including BGL and NowInfinity
- new merge fields creating even more possibilities to create powerful templates
- new Knowledge cabinets
- new features making team collaboration even easier
- enhancements making task management more intuitive
New Integrations With BGL, NowInfinity And More
FYI integrates with industry-leading apps across the practice ecosystem to enable an ever-expanding range of powerful process automations. Our new integrations with BGL and NowInfinity facilitate automatic daily import and filing of new documents within your client files in FYI.
An Administrator can activate your connection to these apps and configure the settings for your practice via the Automation dashboard.
The Client workspace now features a dedicated tab for Corporate Affairs. This provides a snapshot of the lodgement status of ASIC annual reviews, with single-click access to the specific document within BGL or NowInfinity.
New Merge Fields For Email And Word Templates
Process automation is only possible if the individual steps that make up the process can be completed automatically themselves. For this reason we have extended the range of merge fields that can be used to auto-create documents such as letters and emails. Examples include:
By assigning a role to each User (entered as free text) and adding the merge code “AuthorRole” to your templates, roles such as Director, Partner, Accountent etc can be added to sign-off emails and documents.
Any inbound or outbound email is allocated a unique reference number for tracking purposes. If a client raises a query on any email, your team will be able to locate it and respond immediately.
If you have set up Custom Fields in Xero Practice Manager, these can also be used as Merge fields in your email and document templates in FYI.
New Knowledge Cabinets
Knowledge is an area dedicated to the storage of Practice Templates and non-client documents such as Policies and Procedures to boost productivity and client service.
- Search for Email and Word Templates that have been set up for your practice.
- Create additional Tabs to hold useful resources or reference documents for your team.
- Add and edit templates (this can only be done by an FYI administrator or by Users in a User Group that has been Administer Templates enabled).
Enhancements For Team Collaboration
New features designed to make team collaboration in a thriving accounting practice even easier:
View Sent Documents
Use the new Sent filter to display the date and time documents were sent to or received from Clients. This acts as a mail register, also recording delivery method such as postal service, courier or email, and important details like reference ID.
Share Your In Tray
Delegate un-filed documents in your In Tray to another user using the Share tab in My Settings. This may be useful, for example, if you wish to nominate someone else to check, file and/or delete documents in your In Tray on your behalf.
View Documents as Read Only
Open one or more documents in FYI as read only without locking them from edit access by other users. Simply select a document and click the Read button in the tool bar, or use the Preview tab in the Drawer.
Staple documents together, for example, to create a record of them being sent together, or to collate a group of documents for internal review. The “Stapled” link in the FYI Drawer opens a dynamic filter of the documents that have been stapled together.
More Powerful Task Management
We’ve recently added some new enhancements making managing Tasks in FYI more intuitive
Use Bulk Update to change the Due Date and/or Status of multiple tasks in a list
For those practices wanting to be job-centric, tasks can now be categorised to the job they relate to.
Customise your task lists by adding or removing columns to change which details display and saving as a Custom View.
We’re excited to be a key app partner at Xerocon in Brisbane next week. If you’re attending, come and say hi! You’ll find us at stand 48 right outside the Main Stage in Great Hall. We are running live demos of the FYI platform on the hour.
- DAY 1 – Wednesday 4th September – 3pm. Come see Rob onstage in the Expo Hall.
- DAY 2 – Thursday 5th September – 1pm. Limited spots available for our exclusive boardroom briefing. Rob Cameron, CEO and Co-Founder of FYI will share a high-level demo of the platform to show how the powerful combination of XPM and FYI delivers a step-change in practice automation and efficiency for practices moving to the cloud for DM.
If you are interested in securing a seat at the Boardroom Briefing, please contact firstname.lastname@example.org