Cabinets are the way documents are stored within your practice.
FYI comes shipped with the following default cabinets:
- Corporate Affairs
- Final Reports & Returns
- Partner Files
- Policies & Procedures
- Practice Admin
Cabinets can be configured to create a filing structure that meets the requirements of your own practice. You can change the name of the default Cabinets, add new Cabinets or remove Cabinets.
You might use Cabinets to separate document types (for example, Admin, Correspondence, Corporate Secretarial, Source documents, Workpapers & Finals) or to segregate divisions (for example, Admin, Accounting & Tax, Wealth, SMSF, Partner Files) or choose a hybrid approach.
Security controls can be assigned at a User Group level to restrict access to entire cabinets. This 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.
For details on on maintaining Cabinets, refer to Managing Cabinets.
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.
You can create additional Categories to suit the requirements of your practice.
Other examples of categories and options are:
- Month: Jan, Feb, Mar, etc.
- Quarter: Sep. Dec, Mar, Jun
- Work Type: Tax, Audit, Administration etc
- Tax Type: BAS, IAS, Income Tax, FBT, Payroll, etc.
- Permanent Type: Deeds, Wills, Agreements, etc.
- Corporate Secretarial Type: ASIC, Register of Members, Minutes, etc.
For details on maintaining Categories, refer to Managing Categories.