Setting up FYI is simple. There’s nothing to install locally. All you need is:
- an Office 365 account;
- emails hosted through Microsoft Exchange Online (as part of the Office 365); and
- Xero Practice Manager.
There are currently two Office 365 accounts which provide the minimum requirements needed to run FYI, these are outlined below:
Note: as of 22 April 2020, Microsoft has changed the naming of Office 365 to Microsoft 365.
| Office Requirements | Microsoft 365 Business Standard | Microsoft 365 Business Basic |
Microsoft 365 E3 |
| OneDrive | Yes | Yes | Yes |
| Exchange Online | Yes | Yes | Yes |
| Office Online | Yes | Yes | Yes |
| Office Desktop (not required, but very useful) | Yes | No | Yes |
Compare pricing for Microsoft 365 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 Microsoft 365 Business Basic account.
- If you want to maintain access to desktop applications and ensure full integration with FYI, then you will need the Microsoft 365 Business Standard account.
Volume License edition of Office will not work with FYI:
If you maintain a Volume License version of the Office desktop applications, these will not integrate with FYI. This is because each user must be signed in to their individual instance of the office applications with their unique Microsoft 365 account for FYI to function.
Office applications accessed via a terminal server:
For information, refer to FYI Office or Outlook Add-in not loading or failing to login.
For the IT professionals:
Refer also to the following for additional information.
- Deploy Microsoft 365 Apps by using Remote Desktop Services
- Error when opening the Click-to-Run version of an Office program or suite on a terminal server
- Overview of shared computer activation for Microsoft 365 Apps. This provides information for IT Professionals about shared computer activation for use in shared computer scenarios, such as deploying Microsoft 365 Apps for enterprise with Remote Desktop Services (RDS).
- Deploy Microsoft 365 Apps by using Remote Desktop Services. If you use Remote Desktop Services (RDS) to provide shared computers to users in your organization, you can install Microsoft 365 Apps for enterprise on those computers. But, you have to use the Office Deployment Tool and enable shared computer activation to do the installation.
- Error when opening the Click-to-Run version of an Office program or suite on a terminal server. This details how to works around an issue that prevents you from opening the Click-to-Run version of an Office 2013 and Office 2016 program or suite. This issue occurs after you install the program or suite on a terminal server.
Refer also to Supported Environments.
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