- Why does the Client Email not match the email address of the primary contact for that client?
- Why is there a duplication of an archived Client in Xero Practice Manager with the same name as an active Client?
- How do I change the client name or client details in FYI?
- Why is the Manager or Partner showing as "Unassigned" or "No User"
- Can we display the full TFN/IRD number for a client in FYI?
- How can I create a Contact in Xero Practice Manager?
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, automation, merge fields, primary client, in tray