The following updates have been made to FYI.
05.08.2019
- Bulk Update for tasks. You can select multiple tasks and use Bulk Update to update the Due Date and/or the Status for more than one selected task at a time. Refer to Bulk Updating of Filing Details and Displaying Task Details and Actioning Tasks.
06.08.2019
- Category column and filter has been included in the Jobs list. Refer to Using the Jobs List.
- Administer Knowledge option in User Groups.
If users have access to any Cabinets that have Enable Knowledge set as "On," they will see additional tabs for these Cabinets in the Knowledge workspace. Refer to Using Knowledge Cabinets and Managing Cabinets.
To set a User Group so that users in that group also have access to add, make changes and delete the documents that display in these additional tabs in the Knowledge workspace, in the Administer section for Knowledge click the switch to "On". Refer to Creating User Groups.
10.08.2019
- Assign a Job to a Task.
If a Client is selected for a Task, you can also optionally select a Xero Practice Manager Job for the client. Refer to Creating a Task.
15.08.2019
- «ReferenceNumber» merge field is now available in word documents that are used as templates and stationery. Refer to Unique Document Reference Number and to the articles in the sections Stationery and Templates and Stationery and Templates for Email.
16.08.2019
- The Sync button has been added to the Jobs Workspace. This allows any user to perform a manual sync of the Jobs, for example, a job has been added or changed in Xero Practice Manager and needs to be available in FYI straight away. Refer also to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager.
19.08.2019
- If the task is not being assigned to a specific person, this can be left as "Unassigned". When displaying a list of tasks, you can select "Unassigned Only" in the column header filter to display any tasks that are not assigned to a user. Refer to Creating a Task.
21.08.2019
- Jobs can be filed against a client group. Refer to Show jobs by client in Practice Settings, Selecting a Job when Filing a Document and Jobs.
- Added the Clear Search button at the right-hand side of a list to clear.