Setting up FYI is simple. There’s nothing to install locally. All you need is:
- an Office 365 account;
- emails hosted through Microsoft Exchange; and
- an API key generated from Xero Practice Manager.
There are currently two Office 365 accounts which provide the minimum requirements needed to run FYI, these are outlined below:
| Office Requirements | O365 Business Premium | O365 Business Essentials |
| OneDrive (Adequate amount of space, up to 1TB) | Yes | Yes |
| Exchange | Yes | Yes |
| Office Online | Yes | Yes |
| Office Desktop (not required, but very useful) | Yes | No |
Compare pricing for O365 Business accounts here.
Which account suits you:
- If you are comfortable working from Office Online you can save yourself some money and run with the O365 Business Essentials account.
- If you want to maintain access to desktop applications and ensure full integration with FYI, then you will need the O365 Business Premium account.
Shared licenses will not work with FYI:
If you maintain a shared license version of the desktop applications, these will not integrate with FYI. The same applies if you have a single instance of the office applications accessible via a terminal server. This is because each user must be signed in to their individual instance of the office applications with their unique O365 account for FYI to function.
Refer also to Supported Environments.
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