This article covers the prerequisites for using FYI in your practice and an overview of the supported environments.
This article contains the following sections:
- Supported Environments
- Additional Information
Microsoft 365 Integration
To use FYI, you require a Microsoft 365 account and emails hosted through Microsoft Exchange Online (as part of Microsoft 365).
Microsoft 365 Business Standard is the recommended license required. This allows FYI users to be able to edit documents from FYI using the desktop versions of Office or Outlook and ensures full integration with FYI.
Microsoft 365 Business Standard and E3 licenses both provide users with the features required by FYI, including:
- Exchange Online
- Office Online
- Office Desktop
Note: Microsoft 365 Business Basics is the absolute minimum license required. However, we recommend Microsoft 365 Business Standard because, in our experience, accountants usually require the full desktop Office applications.
For information on the Microsoft 365 Business plans, refer to the Microsoft help article https://www.microsoft.com/en-au/microsoft-365/business/compare-all-microsoft-365-business-products?activetab=tab:primaryr2.
Refer also to Microsoft 365 Integration.
FYI integrates with the following practice management software:
Xero Practice Manager
Integration with Xero Practice Manager allows you to sync your clients, client groups, team, jobs and time without having to maintain data in multiple locations. If you do not have Xero Practice Manager, you can setup FYI by using Xero Tax. But in this instance, FYI will only sync your Clients. Refer to Xero Integration.
Integration with GreatSoft allows you to sync your clients, users and jobs with FYI.
Refer to Synchronising Clients, Users, Jobs and Tax Returns with GreatSoft and Running a Manual Sync with GreatSoft and Additional Notes on Syncing.
Reckon APS and MYOB AE
The Generic Practice Management sync allows Clients, Contacts, Users and Jobs to be uploaded and updated in FYI. Refer to Integration with Generic Practice Management Software.
FYI is supported for use on the following web browsers with at least the current version or one prior version.
|Chrome||Refer to the Google help article
|Firefox (Mozilla)||Refer to the Mozilla help article
Refer to the Microsoft help articles
Supported version of Microsoft Office
FYI is supported for use on the latest versions of Microsoft 365 Desktop and provides support of two versions backwards. Refer to the Microsoft article https://docs.microsoft.com/en-us/officeupdates/update-history-microsoft365-apps-by-date
We recommend that all users are automatically applying updates to Outlook and Office.
FYI may be compatible with earlier versions of Office (which may have been purchased as volume licenses, especially with remote desktop technologies). However, depending on the exact version, some of the FYI features and the FYI Office Add-ins may not work and we cannot guarantee standard support. Refer also to FYI Add-in for Office or Outlook not loading or failing to login - Remote Desktop or Terminal Server.
If in doubt please contact the FYI Support Team at firstname.lastname@example.org.
Supported version of Microsoft Windows
FYI is supported for use on Windows 10 and 11.
- For Windows 10, refer to the Microsoft article https://docs.microsoft.com/en-us/windows/release-health/release-information
- For Windows 11, refer to the Microsoft article https://docs.microsoft.com/en-us/windows/release-health/windows11-release-information
FYI provides support of two versions backwards.
We recommend that all users are automatically applying updates to Windows.
Refer also to the FAQ Why does FYI require Microsoft 365 including Office desktop apps?