- 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
- Running a Manual Sync with Xero Practice Manager and Additional Notes on Syncing
- Xero Integration
- Connecting Xero Ledger for each Client in Automation - Apps (Australia and UK)
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.
new collaborate, merge fields, automation, primary contact, sync