Set up and configure FYI.
Setting up your FYI Account
Practice Settings Admin
- Managing Practice Settings
- Managing Users
- Managing User Groups
- Managing Devices
- Managing Custom Fields
- Managing your Account and Displaying your FYI Invoices
Practice Settings Documents
Refiling Documents and Export
AutoFile, Client and Practice Filing Defaults
Practice Mergers and Splits
- "Could not get TEMP directory" error displays when installing the FYI browser extension
- Issues when bulk exporting using Cyberduck
- Issues Configuring FYI for Enterprise Practices
- Why are the FYI screens or the FYI icons not displaying as they should when using the Chrome browser?
- "Incorrect username or password" when logging in
- "User with email ... already exists" when adding a user
FAQs - Practice Setup
- How can we change the order in which our Cabinets display?
- How can I change the order in which Categories or Category Options such as Year, display in the drawer?
- When deleting a Cabinet, why do I get a message about documents, users and clients assigned to the Cabinet?
- Is there security available to limit staff access to a specific client, other than through user groups?
- Can access to FYI be IP locked to stop documents being downloaded onto non company computers?
- Can I move a Category to a different Cabinet?
FAQs - Users
- Steps to Complete before Offboarding a Team Member or Making a User Inactive
- How can we update a user that was manually added in FYI to the Xero Practice Manager User?
- When adding a user, they see a message "Approval required". How do I approve this?
- When signing into the FYI Add-in, a message displays "Need admin approval". How do I approve this ?
FAQs - FYI Desktop App
- FYI Desktop App FAQs
- Installing the FYI Desktop App for MSI installation
- Configuring proxy and firewall settings for FYI Desktop App
- A group policy is preventing the FYI Desktop App versions from automatically updating
- Logging out of the FYI Desktop App
- "Installation has failed. Failed to extract installer" when using the .MSI installer for FYI Desktop App
FAQs - Mergers, Splits and Franchises
- We are merging with another practice. How can we bring the FYI information in the two practices together?
- How do we export or import data for a practice split or a practice merger?
- I have access to two Xero Practice Manager accounts. How do I access these as two FYI accounts and can I use an alias in FYI?
FAQs - Domains and Tenants
FAQs - Data, Archive, Bulk Export
- Where are the emails and documents being saved to?
- Where is the data located? Is it part of Microsoft 365 or something else?
- How is our data backed up, how often and how can we retrieve it?
- Is there an archive ability for documents after a particular time, say seven years and is this global or refinable?
- Can I bulk export my documents including metadata if I want to leave FYI?