The following updates have been made to FYI.
- Sticky Views.
In Practice Settings, an FYI administrator can be select the Sticky Views setting so that, when a user selects a particular view in any list, that choice will be their default for the rest of the session (that is, until they log out). This means that when a view has been selected, when the user displays any other list and then redisplays that list, the same view will still be initially selected in the drop-down. Refer to Sticky Views.
- Action bar added to Jobs
This holds the Open Job and Open in XPM buttons. Refer to Opening a Job from the Jobs Workspace.
- Import from Zapier
You can use Zapier to automate dataflow between FYI and other platforms, for example, to connect to Dropbox, Practice Ignition, OneDrive, Google Drive, etc., and to automatically import and file documents in FYI. As an example, if a client has given your practice access to their Dropbox, when the client has a new file in a specified folder, you can use Zapier to import these directly from the client's Dropbox into FYI. Refer to Import from Zapier.
XPM Tasks and XPM Milestone sections added to the Job drawer.
Refer to Opening a Job from the Jobs Workspace.
Comments on Process Steps.
Automatic notifications can be set up via Comments that are defined and triggered as part of process automations. This ensures that your practice is aware of any documents that have been imported, filed or changed automatically as a result of an Automation process. When setting up Automation processes (such as a Tax Return Autofile) you can include a step that creates a Comment. This allows your practice to set up an automatic alert system for any of the automation functions. Refer to Notification via Comments.
Bulk Import from Xero Practice Manager will match FirstName LasName format
In Xero Practice Manager, the client name is held in the format "Last Name, First Name". If you have set up your filing structure as "First Name Last Name", FYI will also check for this format so that documents will be imported against the relevant client name. Refer to Importing Historical Client Documents - Bulk Import and Bulk Import - Preparation.
In Tax Return Autofile, Name and Cabinet are now compulsory.
Corrected the selection for Job, when saving multiple documents from Outlook.
- On the Client workspace, selection for the Partner or Manager filter is now shown correctly.