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  1. FYI
  2. Onboarding
  3. FAQs - Onboarding

FAQs - Onboarding

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  • FYI Migrate FAQs
  • FYI Migrate Errors
  • Can we import our existing documents to FYI?
  • Can I import historical emails from Outlook into FYI?
  • Why can I not find migrated documents?
  • How do I resolve clients that don't match to FYI on import?
  • Can I setup FYI with only Xero Tax, or do I need Xero Practice Manager?
  • How do I move from an email such as Gmail to Outlook?
  • Does FYI have MS Office Add-ins for Mac OSX?
  • With a four-digit client code, is there an issue if a client code happens to be a number that is used when matching the year of documents?
  • Why are imported migration documents showing the Modified On date to be a future year?
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