There are two prerequisites for using FYI in your practice - Xero Practice Manager and Microsoft 365.
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.
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 minimum 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.
Note: As of 22 April 2020, Microsoft has changed the naming of Office 365 to Microsoft 365.
|Office 365 Business Essentials||is now||Microsoft 365 Business Basic|
|Office 365 Business Premium||is now||Microsoft 365 Business Standard|
|Microsoft 365 Business||is now||Microsoft 365 Business Premium|
|Office 365 Business||is now||Microsoft 365 Apps for Business|
|Office 365 ProPlus||is now||Microsoft 365 Apps for Enterprise|
Microsoft 365 Business Standard and E3 licenses both provide users with the features required by FYI, including:
- Exchange Online
- Office Online
- Office Desktop (not required, but very useful)