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.
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Maintain General Settings
Watch this tutorial to learn how to maintain General Settings used for Practice Management:
- User Groups
- Users
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Custom Fields.
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Maintain Job Settings
Watch this tutorial to learn how to maintain Job Settings used for Practice Management:
- Job Templates.
- Assigned user roles
- Job States.
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/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, in tray, sync
