Configuring your Practice Management Settings (Beta)
These short tutorials demonstrate how to configure and maintain Practice Settings when setting up Practice Management in FYI.
Configure Time & Invoices Settings
Watch this tutorial to learn how to configure your key Time and Invoice Settings in FYI:
- Create Rates for Time & Disbursements
- Maintain Time Types
- Configure Invoice Settings.
Maintain General Settings
Watch this tutorial to learn how to maintain General Settings used for Practice Management:
- User Groups
Maintain Job Settings
Watch this tutorial to learn how to maintain Job Settings used for Practice Management:
- Job Templates.
- Assigned user roles
- Job States.
Start a free trial, navigate FYI, learn the essentials.
Access our library of video tutorials, training webinars and masterclasses.
Configure FYI, migrate your documents and onboard your team.
Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, in tray, sync