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Return to Areas to Check Install Microsoft Edge Refer to Prerequisites for using FYI in your Practice. This may be an issue if you have auto-updates of Office turned off. Always make sure that you have the latest Outlook and Office updates installed.Always make sure you are using the correct version of Microsoft 365.Older Versions of Outlook on a Terminal ServerĬheck Minimum Requirements and check Outlook and Office Updates are installed.

FYI Add-ins not working through Remote Desktop server.

Check Minimum Requirements and check Outlook and Office Updates are installed.

See below for the solution for each of these. This article covers the following configuration and potential errors.

If you are configuring the FYI Add-ins in a large practice, refer to Issues Configuring FYI for Enterprise Practices.

If you are having issues on your desktop computer, refer to FYI Add-in for Office or Outlook not loading, failing to login or running slow - desktop computer.

This article relates to if you are having an issue with the FYI Office or Outlook Add-in on Remote Desktop or Terminal Server. It is recommended to troubleshoot with administrator rights for Remote Desktop environments to make the configuration changes to isolate the cause. Remote Desktop environments especially can have some issues caused by combinations of older versions of Microsoft Office and enhanced security often present in a managed environment.

"Invalid getting available companies" for the process BGL Corporate Documents & ASIC Statements - Import & AutoFileįYI Add-in for Office or Outlook not loading or failing to login - Remote Desktop or Terminal Server.

One or both of Username and Password are invalid.

"Invalid authentication with NowInfinity, please reconnect app" in Process History.

"Error posting envelope to Annature: Documents exceed the maximum allowed file size of 30 mb".

"You don't have access to connect to any Xero Practice Manager Accounts” when connecting FYI to XPM.

"Could not find connection details for BGL, but a BGL automation is enabled" and BGL integration is not running.

Occasional Delays in Syncing with Xero Practice Manager.

Clicking a link to open a Job or Client in Xero Practice Manager displays a "My Portal" page.

FYI Add-in for Office or Outlook not loading or failing to login - Remote Desktop or Terminal Server.

Occasional Delays in Syncing with Xero Practice Manager due to Xero's new oAuth.