Submit a request

Sign in

FYI
Getting Started

Getting Started

Everything you need to know, from starting a free trial to onboarding the entire practice.

Welcome to FYI

Welcome to FYI

Starting your 30-Day Free Trial

How to start your free trial
Generating an API key from Xero Practice Manager
Setting up your Trial Account in FYI
Adding the FYI Apps for Office and Outlook
Start using FYI
Configuring your OneDrive for document automation

Navigating FYI for the First Time

How to Login
The FYI Dashboard
Clients
Jobs
Tasks
Documents

See all 10 articles

Onboarding

The Onboarding Process
Onboarding Workspace
Discovery Meeting
Migration of Historical Documents
Configuring FYI for Your Practice
Your Onboarding Questions Answered

See all 7 articles

Training your Team

Appointing FYI Champions
Introduction to FYI
Go-Live Training
Example Training Plan

FYI