This article covers the prerequisites for using FYI in your practice and an overview of the supported environments.
This article contains the following sections:
Prerequisites
Microsoft 365 Integration
To use FYI, you require a Microsoft 365 account and emails hosted through Microsoft Exchange Online (as part of Microsoft 365).
We recommend using the Microsoft 365 Business Standard plan. 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 Basics is the absolute minimum licence required.
Microsoft 365 Business Standard and E3 licenses both provide users with the features required by FYI, including:
- OneDrive
- Exchange Online
- Office Online
- Office Desktop
Refer to Microsoft 365 Integration.
Note: 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.
Practice 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 set up FYI by using Xero Tax. But in this instance, FYI will only sync your Clients. Refer to Xero Integration.
GreatSoft
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.
Supported Environments
Supported Browsers
FYI is supported for use on the following web browsers with at least the current version or one prior version.
| Browser | Version |
| Chrome | Refer to the Google help article https://support.google.com/chrome/answer/95414?hl=en&co=GENIE.Platform%3DDesktop |
| Firefox (Mozilla) | Refer to the Mozilla help article https://support.mozilla.org/en-US/kb/update-firefox-latest-release |
| Microsoft Edge |
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.
Note: Volume licensed versions of Office 2016 and 2019 use Internet Explorer 11 to render the add-ins, which does not have the support for some features of HTML5 and JavaScript versions later than ES5 as noted here. Retail versions and Microsoft 365 can use Edge WebView2 which has improved functionality and features, an overview of that can be seen in the table here. There may be issues with Central Deployment if the versions do not meet the prerequisites outlined in this article. If this is the case, installing Edge WebView2 will not be a usable workaround as the volume licensed version will not use it, it will only use Internet Explorer 11.
If in doubt please contact the FYI Support Team at support@fyidocs.com.
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 for two versions backwards.
We recommend that all users are automatically applying updates to Windows.
Supported versions of FYI Desktop
FYI is supported from versions 1.0.94 and above. To check your version:
- Click the FYI Desktop icon in the system tray
- The FYI Desktop Window will be displayed
- The version number will be displayed in the bottom left-hand corner
FYI Desktop is designed to automatically update as new versions become available. If the upgrade can't be applied automatically for any reason (for example if the app is in use at the time), a banner will be displayed and the icon in the system tray will change. Click the link in the banner to apply the update.
There may also be some policies preventing the automatic update. Refer to the following articles for more information:
- Configuring proxy and firewall settings for FYI Desktop App
- A group policy is preventing the FYI Desktop App versions from automatically updating
- FYI Desktop App
Additional Information
Refer also to the FAQ Why does FYI require Microsoft 365 including Office desktop apps?