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
Xero / Xero Practice Manager
- Xero Integration
- Resetting your connection between FYI and Xero Practice Manager
- Verifying your Synchronisations with Xero Practice Manager for the First Time
- Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager
- Enabling Xero Tax Integration (Australia Only)
- Connecting Xero Ledger for each Client in Automation - Apps
GreatSoft
MYOB AE
Other Apps
FYI Apps
Digital Signing Apps
Practice Apps
Corporate Compliance Apps
Troubleshooting
- Occasional Delays in Syncing with Xero Practice Manager due to Xero's new oAuth
- FYI Add-in for Office or Outlook not loading or failing to login - Remote Desktop or Terminal Server
- Clicking a link to open a Job or Client in Xero Practice Manager displays a "My Portal" page
- Occasional Delays in Syncing with Xero Practice Manager
- "Could not find connection details for BGL, but a BGL automation is enabled" and BGL integration is not running.
- "You don't have access to connect to any Xero Practice Manager Accounts” when connecting FYI to XPM
FAQs - Microsoft 365
FAQs - Xero Apps
- 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?
- How do I change the email address associated with an FYI user?
- What happens if an internal FYI user is set up as a Client or as a Contact in Xero Practice Manager?
- Do I have to set up the integration to Xero Ledger for every client?
- Can I automate the filing of ‘published’ reports in Xero Blue?
FAQs - Digital Signing Apps
- 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
- "User does not have the permission to impersonate another user using Bundle.CreatedBy. Ensure this user is a FuseSign Administrator." when sending a document for signature with FuseSign
FAQs - Practice Apps
FAQs - Other Apps
- 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?
- Can I integrate FYI into Xplan for financial planning correspondence?