Are there any pre-requisites for using FYI?
Yes, there are two platform pre-requisites.
FYI is deeply integrated with Office 365 to deliver document and email automation. Business Essentials or Business Premium is the minimum requirement. We cannot guarantee optimal performance if you are using volume licensed Office products.
Direct integration with Xero Practice Manager allows you to sync your clients, client groups, team and jobs without having to maintain data in multiple locations.
Where is our data stored?
For Australian practices, data is stored in Amazon’s Data Centres in Sydney. Each practice maintains their own unique AWS S3 bucket.
How is our data backed up?
Backups within the application are included in your subscription. Your data is dynamically backed up by Amazon (AWS) as part of their core service. Amazon provide inbuilt, offsite backups, disaster recovery, multiple sites synchronisation etc. We also provide the ability for practices to backup their own data locally.
Does FYI Comply with Australian Privacy Law?
FYI complies with relevant privacy requirements and has recently been certified as ISO27001 compliant. We have passed this onto the ATO and they are about to push FYI up to the next level of data sharing across their framework.
If I want to leave FYI can I export my documents?
Yes of course. You own your data the entire time you are with FYI. The Bulk Export function allows an FYI administrator to export all documents into a structured, configurable Windows folder hierarchy representing the critical metadata.
How difficult is the data migration process?
It is easier than you think. We have built-for-purpose tools and having onboarded 150+ practices to FYI, we’ve seen pretty much everything when it comes to document filing structures.
How long does it take to migrate my documents?
This depends on the size of your data and internet connection and could take anywhere from less than an hour, to over a week. The assisted onboarding process normally takes at least 2 weeks to allow both parties sufficient time to prepare.
Can I maintain my existing folder structures?
FYI takes a different approach to data storage and is not folder-based. However, we can replicate your existing structures in our platform to reduce the impact of change experienced by your staff.
Do I need to prepare my data beforehand?
In some instances it is easier to cleanse your data using FYI’s refiling tools. However, it is quite useful to have all client folders at one level of the folder hierarchy before migrating to FYI.
Can I maintain my existing MYOB cabinet and category structures?
Yes. We are able to sync both the MYOB documents and the MYOB database. Refer to What data is migrated into FYI? to see exactly what information we can extract with your files.
How do you match the clients from our folders, to clients in XPM? What if they don't match?
We can match client folders to XPM through a name, client code, export code or XPM ID. If we are unable to find a match, we will either create a ‘temporary client’, or allow you to do this yourself (if you are performing do-it-yourself Onboarding). You can then match the temporary clients to XPM using our unresolved clients function. This makes correcting slight mis-spellings very easy to resolve across hundreds of client folders.
What happens to archived client data on migration?
If the client is archived in XPM or not in XPM at all, when we migrate the data we will create a temporary client for these documents. This temporary client is not linked to a client in XPM but will always be accessible in FYI from the archived clients section.