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Getting Started
Everything you need to know, from starting a free trial to onboarding the entire practice.
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Email Management
Ensure that every email in or out of your practice is hitting the client file
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Document Automation
Take your practice paperless and improve your management of client relationships
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Search and Retrieval
Locate documents in seconds using views, sorts and filters to get the full power of metadata and search.
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Jobs
Display and maintain Xero Practice Manager Jobs, and file FYI documents against these
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Tasks, Comments and Workflow
Learn how to use FYI Workflows, FYI Tasks and Comments including notification, Task delegation and tracking.
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Administration
Configure FYI for your practice, including set up, migration of data, stationery and templates, and app integrations.
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Automation
Configure and activate automated processes to save time spent on repetitive tasks.
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FAQs
Check here for answers to Frequently Asked Questions
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Release Notes
FYI is regularly deploying updates to enhance the product. Details of each release, big or small, can be found in the...
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Learning Resources
Access our growing library of masterclasses, training webinars and tutorials.
