Setting up your Trial Account in FYI

Your practice must have a Microsoft 365  account to complete this step.
Business Standard is the minimum requirement.

Simply enter some basic information into the FYI app and connect your Windows account.

Here’s how:

1. Go to https://www.fyidocs.com/ and click on the 30-DAY FREE TRIAL button.

2. Enter the following information into the FYI app:

• Your API Key from Xero Practice Manager
• Your preferred email address for FYI billing
• Your practice name
• Your country
• Confirm that you have an Microsoft 365 Business Premium account
• Then click Start Free Trial

3. Use your Microsoft 365 credentials to authenticate. 

For security and convenience, your Windows username and password are used to login to FYI.

Click Login with Windows and select an account. If this is the same email address you use to access Xero Practice Manager, you will be authenticated immediately. If not, you will be given the opportunity to link the separate emails.

Enter your Microsoft 365 username and password and you will arrive at the FYI Welcome screen.

The FYI Welcome Screen

The Welcome screen displays information about Default Settings, Automations and Your Team. These settings can be configured at any time to suit your practice. We recommend making changes directly from FYI after you have completed your account set up.

Your Default Settings

FYI comes shipped with best-practice settings to get you started, including the following:

• Default filing Cabinets for Corporate Affairs, Correspondence, Final Reports & Returns, Partner Files, Permanent, Policies & Procedures, Practice Admin, Workpapers
• The filing Category of Year
• Sample Templates and Stationery

Refer to Filing to Cabinets and Categories.

Your Automations

The following process automations are instantly activated for you in FYI;

• Xero Practice Manager - your clients, client groups, jobs and team data are instantly imported from Xero Practice Manager and will be continuously synchronised.
• Email AutoFile - any client emails sent and received in the last 24 hours are instantly imported from Outlook and auto-filed in FYI.

There are additional automations, such as the following, that can be activated from the Automations dashboard.

• Calendar Entry AutoFile - any calendar entries made in the last 24 hours are instantly imported from Outlook and auto-filed in FYI.
• Tax Return Auto-File - any tax returns created in Xero Tax will be imported into FYI on a daily basis.

Refer to the section Automations for Admins.

Your Team

FYI imports your employees from Xero Practice Manager and automatically makes you the FYI Administrator. If you wish to appoint additional FYI Administrators and invite members of your team to start using FYI during your 30-day free trial, you can do so now or later. 

Refer to Inviting New Users to Start Using FYI.