JOB MANAGEMENT

Work with Xero Practice Manager jobs in FYI

Display and maintain Xero Practice Manager jobs from within FYI, adding commentary to share with the team.
File emails and documents and add tasks at a job level for easy access.

Xero Practice Manager Integration

Jobs are automatically synchronised with Xero Practice Manager on a regular schedule. Simple maintenance and updates can be completed within FYI, or with a single click you can access the job in XPM.

Jobs List

The Jobs list is a convenient way to view the XPM state of jobs as well as estimated versus actual time allocations. Use search and filters to views jobs by Manager or Partner, and to find jobs quickly and easily. Add comments to jobs to share relevant status updates with your team.

Jobs Workspace

Accessed via your jobs list or clients workspace, each Job in FYI includes a summary of key data from XPM and a list of emails, documents and tasks related to that job.

Job Filing

File your documents to an XPM job, making search and retrieval of relevant information even faster.

Want to see FYI in action?

Visit our video library for an introduction to key features.

FYI is changing the way accounting practices work – for the better!

“FYI has been developed with accountants in mind, ensuring that the system is effective but simple to onboard.”

– Vicki Beker, BFA Advisors and Accountants

“One of the biggest frustrations we have is people not finding procedures easily and filing documents in different places. FYI’s structured filing system solves these problems perfectly. Thanks for putting together such an awesome program.”

– Jason Skinner, Skinner Hamilton

“We’ve always been after a unicorn piece of software that acts as both a client CRM and document management system. FYI is definitely shaping up to be this unicorn!”

– Shelley Van Hoos, Consolid8

Ready to improve your firm’s productivity?

Join a live product demonstration webinar
or start a 30-day free trial today.