To view information, documents, tasks and jobs specific to an individual Client, click on a Client Name in the Clients Workspace list.
You can also select a recently used Client by clicking the down arrow next to the Clients menu option from any of the lists or workspaces to select one of the last 20 clients that you used. Refer to Clients.
The Clients - Summary tab displays initially.
Clients - Summary
The Client Summary tab gives a snap shot of what is happening for a Client.
The Client Details shows the general information for the Client. This includes information such as phone number, mobile number, physical and postal addresses. The Export Code or Client Code can also be used when searching for a client in FYI. Enter all or part of the Export Code or Client Code in the same way as you would enter all or part of the client Name to find a client.
The Client information is updated and synchronised directly from the information held for that Client in Xero Practice Manager.
From Client Details, you can click the Open in XPM button to open the client in Xero Practice Manager (you may be prompted to login to Xero Practice Manager).
The Tax & Company section holds details from Xero Practice Manager such as Business Structure, Tax Number, Account Number. Some of these can be used as Merge Fields. Refer to Creating Email Templates and Creating Templates with Merge Fields.
The Group Members section in the Client Details displays a list of all the clients that are members of the same Client Group as the displayed client. You can click on a client in the Group Members for quick access to display that client.
From the Client Summary tab, you can also enter a record of any Phone Calls, File Notes or Meetings. Refer to Recording Client Interactions.
The Client Summary tab also displays recent documents, tasks, phone calls, file notes and meetings. You can scroll down the Client Summary tab to display the Documents and Tasks with the most recent documents and tasks for that client. You can open these Documents and Tasks directly from the Client Summary.
Clients - Detail
The Detail tab includes any default settings, such as the defaults for the Cabinet and Categories that are used when documents and tasks are created for the client. These can be changed if needed. Refer to Cabinets and Categories.
This tab is also where you can set the default Job (if relevant).
This tab also holds a setting for Primary Client. Where the client is part of a Client Group, it is likely the clients in the group will use the same email address. Selecting which of these clients is the Primary Client, determines which will be used when emails are automatically filed. Only Primary Clients will be considered during automatic filing of emails. This can easily be changed in FYI if emails and documents need to be refiled under a different client in the group.
The Send Attachment option is used to select the default for how attachments are sent (by Email, OneDrive or Postal Service).
Refer to Setting Filing Defaults for a Client.
If you have set up Custom Fields in your Xero Practice Manager (for example, to distinguish the client type (such as A, B or C grade clients, to record additional address or contact information, or for other indicators), these Custom Fields display on the Client Detail tab in FYI.
Clients - Jobs
If Jobs have been enabled for your practice, the Jobs tab shows the jobs for that client that have been synchronised from Xero Practice Manager. Refer to Jobs
Clients - Tasks
The Tasks tab is where you can access tasks for the specific client. Refer to Tasks
Clients - Documents
The Documents tab is where you can access documents for the specific client.
There are various view options available in the drop-down list, such as "Recent", "Deleted", "Emails - Sent","Emails - Received", "Emails - Draft", "Mail Register - Sent", "Mail Register - Received", "Mail Register - Draft", "Workflow - Pend. Signature".
Refer to Document Management.
Clients - Tax
The Tax tab provides a summary of all tax returns imported from Xero Tax. These documents each hold a link to open the return directly in Xero Tax. Refer to Tax Return AutoFile, Tax Assessments (Agreed) AutoFile and Tax Assessment (Variance) AutoFile.
The Simulate Agree and Simulate Variance buttons on the Tax tab can be used to run the "Tax Assessments (Agreed) Autofile" and "Tax Assessments (Variance) Autofile" processes.
Clients - Corporate Affairs
The Corporate Affairs tab provides a summary of the ASIC annual company register statements. This shows the status of the statements (for example, if the annual review fee has been paid). These documents each hold a link to open the ASIC statement directly from the relevant third party system such as BGL or NowInfinity.
To enable the information in the Corporate Affairs tab, the relevant compliance App (for example, BGL, NowInfinity) needs to be enabled by an FYI administrator for your practice. Refer to Import from BGL, Import from NowInfinity and Automation Apps.
The following example is an annual statement imported from NowInfinity.
Clients - Apps
The Apps tab displays any third-party services that are integrated with FYI.
Clients - Processes
The Processes tab displays any Custom Processes that are scheduled to run manually that have been set up for your practice. If you need to run one of these for the selected client you can do so from the Processes tab but clicking the Run button.
Clients - Activity
The Activity tab is an automatic log of all major events that have occurred on any given document including create, delete, edits, workflows and sending events.
This creates transparency within the practice as to what has happened in the life cycle of any document including the date, time and the person responsible for any activity.