Cabinets are the way documents are stored within the practice. They reflect the broad divisions of operations across the practice and can be customised to reflect the needs of each firm.
FYI comes shipped with best practice default cabinets. When FYI is implemented, the following Cabinets are automatically added:
- Corporate Affairs
- Final Reports & Returns
- Partner Files
- Policies & Procedures
- Practice Admin
Cabinets can be configured according to the requirements of your own practice. You can change the name of the default Cabinets, add new Cabinets or remove Cabinets.
Cabinets also control the security that determines which User Groups can access which documents.
Note: It is important that Cabinets are set up correctly for your practice before you set up your User Groups.
Setting a Default Cabinet for Clients and Users
- A default Cabinet can be set up for each client. This is used when Autofiling. It is also offered as the default when filing a document for a selected client and can be changed as needed.
- A default Cabinet can be held for each user. These will be offered if there is no default held for a selected client.
For details on on maintaining Cabinets, refer to Managing Cabinets.
Also refer to Setting Filing Defaults for a Client, Clients Bulk Update, Changing Defaults and Settings with Bulk Edit in Managing Users and Setting Defaults and AutoFile Defaults for your Own Login - My Settings.
Categories are the way in which documents in FYI are tagged with meta-data to create a filing structure. Categories can be used as filters on lists when displaying the information in FYI.
When FYI is implemented, the following Category is automatically added:
Within each Category, are Options which are the values that are selected for that Category.
When FYI is implemented, the values for the Year category are added:
You can change these values or add new ones, for example, add a value "Pre 2014", or change the pre-loaded value "2014" to "Pre-2015".
You can create additional Categories with Cabinets. For example, A Category "Work Type" can be set up with the options that suit the requirements of your practice, such as "Tax", "Audit", "Administration", etc.
Setting a Default Category for Clients and Users
- Defaults for Categories can be set up for each client. When filing a document for a selected client, these defaults are offered and can be changed as needed.
- Defaults for Categories can also be held for each user. These will be offered if there is no default held for a selected client.
For details on maintaining Categories, refer to Managing Categories.
Also refer to Setting Filing Defaults for a Client, Clients Bulk Update, and Changing Defaults and Settings with Bulk Edit in Managing Users and Setting Defaults and AutoFile Defaults for your Own Login - My Settings.