Help Centre
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
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Issue
For practices integrated with Xero Practice Manager, there is an Active and an Archived client showing for the same client but there is only one client in Xero Practice Manager.
Cause
This may occur if you have started a trial of FYI and have subsequently archived or deleted clients in Xero Practice Manager and then recreated a new client in Xero Practice Manager.
FYI treats both deleted clients and archived clients as archived clients in FYI.
Solution
It is not possible to delete an archived or deleted client in FYI
If you need to refile documents that have been incorrectly associated with an archived client, you can use the Merge Clients function. Refer to Merge Clients.