The following updates have been made to FYI.
- Synchronisation on client name to auto-detect FirstName, LastName.
In Xero Practice Manager, the client name is held in the format "Last Name, First Name". If the client is held in FYI as "First Name Last Name", FYI will also check for this format to find the relevant client name when syncing with FYI with the Xero Practice Manager process (refer to Xero Practice Manager (Synchronising Clients, Staff, Jobs and Tax Returns).
- Addition of Email Signature Stationery that will always be automatically used when a user creates an email in FYI. Refer to Adding Email Signature Stationery.
- Processes now filter correctly for Starter plan.