The Welcome screen displays.
The Default Settings and Your Team 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:
- Defaults for the filing Cabinets for Corporate Affairs, Correspondence, Final Reports & Returns, Partner Files, Permanent, Policies & Procedures, Practice Admin, Workpapers
- The filing Category of Practice Admin, Work Type, Year
- Sample Templates and Stationery
Refer to Your Default Settings.
Your Automation Apps
For practices integrated with Xero Practice Manager, the following Automation App is 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.
Refer to Default Automations.
FYI imports your employees from your practice management software and automatically makes you the FYI Admin.
In the Welcome screen, expand the Your Team section to see the users that have been imported.
If you wish to appoint additional FYI Admins 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.
Sample Clients and Sample Cabinet
The Welcome Screen is set to create a set of sample clients and a default Cabinet "Sample" that can be used when trialing and training users. Expanding the Sample Content section shows the Sample Clients option as "On".
If this is not required, set Sample Clients and Cabinet to "Off".
When Sample Clients is enabled in the Welcome Screen this automatically enables Sample Clients and the Sample Cabinet in your Practice Settings (refer to Managing Sample Content).
In the Clients list, Sample Clients show with the Source as "Sample" and with a blue Sample icon to indicate they are samples.