The following updates have been made to FYI.
- Easy access to preview an email or document with the Full Screen icon. Refer to Previewing an Email and Previewing a Document.
- Merge Fields codes in Email Template the Email are grouped into categories (for example, Client, Xero Tax, Xero Ledger). Refer to Creating Email Templates and Adding Email Signature Stationery.
- Sync button on Clients list. The synchronisation of clients in Xero Practice Manager with FYI runs automatically every 12 hours. If the synchronisation of clients ever needs to be run at any other times (for example, a new client has been added to or changed in Xero Practice Manager and needs to be available in FYI straight away) this can be done by any user from the Clients workspace by clicking the Sync button. This will only sync the clients.
- Inactive or deleted users are not included in selection drop-down lists such as the Assignee for a Task.
- Sending a document via OneDrive does not result in duplicated emails.