The following updates have been made to FYI.
- Sync jobs from FYI to Xero Practice Manager. If you update the State of the job in FYI, this will be updated to the job in Xero Practice Manager. Refer to Displaying and Maintaining Jobs.
- Added Outlook as a source on Documents >Import/Export.
Refer to Bulk Import - Mapping and Validating your Filing Structure, Running the Import. For information about using Outlook or FYI Direct as the import Source, please contact FYI support.