From XU Magazine, 
Online News

FYI + AccountKit

October 25, 2021

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
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The seamless integration between FYI and AccountKit allows you to complete client work more efficiently, with everything you need at your fingertips.

  • Link source documents in FYI to AccountKit tools. Save time by linking contracts, invoices and loan agreements in FYI to useful AccountKit tools. For example, a finance contract in FYI can link directly to the Equipment Finance Tool in AccountKit.
  • Import AccountKit reports and file them in FYI with ease. Maintain a complete client file in FYI, including final Div7a schedules and client maps. You can even assign a Task to a report to ensure nothing falls through the cracks!
  • Jump straight from AccountKit to the same client in FYI. With a single click, you can transition to the client’s workspace in FYI to access what you need.

It works instantly out of the box, matching clients between the two apps, and applying security and permissions – and even allows you to browse documents by Client Group in AccountKit.

Why leave it there?

To find out more about the seamless integration between FYI and AccountKit

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