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.
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)
Note: If you own Volume License version of the Office desktop applications, often used with remote desktop technologies, the desktop Office apps may not be compatible with the FYI Office addins depending on the exact version you have.
Click here for the Microsoft article with information on Microsoft 365 for business.
Refer also to Microsoft 365 Integration.
FYI is supported for use on the following web browsers:
|FireFox (Mozilla)||Latest Version|
|Microsoft Edge||Latest Version|
Supported version of MS Office
FYI is supported for use on Microsoft 365 Desktop.
Supported version of MS Windows
FYI is supported for use on Windows 10.
FYI will provide service and support on Windows 11.