Apps and Integrations
Connect FYI to your favourite apps.
Microsoft 365
- Microsoft 365 Integration
- Adding the FYI Add-ins to Your Practice Microsoft 365 Account
- Adding FYI Add-ins as a User from within Office and Outlook
- How to check that FYI Add-ins for Office Products have been installed
- Configuring your Outlook settings for FYI
- Configuring your OneDrive for use with FYI
- See all 9 articles
Xero / Xero Practice Manager
- Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager
- Connecting Xero Practice Manager
- Xero Practice Manager Rate Limiting
- Resetting your connection between FYI and Xero Practice Manager
- Enabling Xero Tax Integration (Australia and New Zealand Only)
- Verifying your Synchronisations with Xero Practice Manager for the First Time
- See all 9 articles
GreatSoft
MYOB AE
APS (Formerly Reckon)
Iris
CCH Central
FYI Apps
Digital Signing Apps
Practice Apps
Corporate Compliance Apps
Other Apps
Troubleshooting
- Annature shows "Document base did not decode to mime type application/PDF" when sending a document for signing
- Error posting envelope to FuseSign: There was a problem adding customer
- Practice Sync Desktop App has stopped synchronising
- Practice Sync files are not getting processed from the FYI - Practice Sync folder
- Configuring AccountKit settings displays an error "FYI error | folder not found. Switch to root folder"
- Occasional Delays in Syncing with Xero Practice Manager due to Xero's new oAuth
- See all 26 articles
FAQs - Microsoft 365
FAQs - Xero Apps
- Why is my Job Manager field in FYI resetting back to a different user?
- Does updating the Client Code in Xero Practice Manager affect FYI?
- What time does FYI synchronise with Xero Practice Manager?
- How do I add the 'Mobile number' for a Client in Xero Practice Manager?
- How do I add a Client, and add a Client to a Group, when integrated with Xero Practice Manager?
- How do I change the email address associated with an FYI user?
- See all 10 articles
FAQs - Digital Signing Apps
- Why aren't signed documents from DocuSign importing into FYI?
- How do I change the connection to Adobe Sign for the Adobe Sign Domain Name change?
- How do I integrate with digital signatures? Is this built-in as part of FYI or do we connect with our existing licences?
- Why are user settings in Adobe Sign not accessible when sending from FYI?
- "'User's email address' not available in AdobeSign" when sending a document for signature with Adobe Sign
- "Cannot find Annature user for 'user's email address" when sending a document for signature with Annature
- See all 9 articles
FAQs - Practice Apps and Corporate Compliance Apps
- When documents are received from an App integration, how can we receive a notification about what has been received?
- When using ATOmate, if the client is not recognised in ATOmate, where is the document being saved in FYI?
- If we stop using a third party provider, such as a Corporate Compliance provider, what happens to the Web Links to the documents on that service?
FAQs - Other Apps
- Why do my Business Fitness Smart Workpapers crash when opened in FYI?
- Is it possible to migrate documents in Dropbox to FYI?
- Does FYI integrate with Google Drive and Gmail?
- Does FYI have a workpapers options like HowNow?
- Can I integrate with Class Super?
- If I am using a system such as CCH iFirm client as well as Xero Tax, can I integrate FYI with the Xero Tax client database?
