The latest release of FYI delivers a series of powerful processes to increase automation across the entire platform. We’ve also included some new features that provide instant time-saving benefits for first-time users, so you can see improvements in productivity as soon as you start using FYI.
Introducing FYI’s New Automation Dashboard
This universal dashboard provides administrators with one central location for the automations that will transform your practice. This is where you can configure and activate your automated processes in FYI and monitor activity logs for issues.
File Documents By Xero Practice Manager Job Name
Documents can now be filed using their Xero Practice Manager (XPM) job name (typically replacing Year). By deepening our existing XPM integration, you are no longer restricted to a static list of years for compliance jobs. Your files can now be filed dynamically depending on the sophistication of your client and range of jobs.
New ‘Filed in FYI’ Label For Your Inbox
At a glance, you can now see exactly what filing work FYI is doing on your behalf. Every email that FYI automatically files within Outlook will now include the label ‘Filed in FYI’.
Negative Email Alert
FYI can now scan all inbound client emails for negative sentiment and automatically alert the relevant partner or manager. This means senior members of your team can step in at critical points in a client relationship when a positive experience could be the difference between keeping a client or losing one.
AutoFile Outlook Calendar Entries
Along with email, all client related Outlook calendar entries can now be automatically imported and filed in FYI. This ensures that the client file includes all critical meetings and keeps the whole team aware without any manual effort.
Bulk Export of the FYI document store
Just because you have moved systems to the cloud, it doesn’t mean you’re your data should be held hostage. FYI Administrators now have the ability to bulk export the entire FYI document store including key meta-data to a designated OneDrive directory.