Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users, User Group Permissions Available: FYI Admins
Practice Management Source: Not Available: Xero Practice Manager, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI
The settings for Time & Invoices can be set for your practice to configure how time is used in FYI, and default configurations when invoices are created.
The Time & Invoices menu option is only available for practices on an FYI Elite plan. The settings can only be changed by an FYI Admin. Once this setting is enabled additional views are automatically configured to assist practices with monitoring performance, revenue, work in progress, and team productivity.
Important Note: The Time & Invoices menu option is not available for practices integrated with MYOB Practice Management (formerly GreatSoft).
Displaying the Time & Invoices Settings
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Log in to FYI as an FYI Admin.
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From FYI, click Settings in the top right-hand corner.
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Select Practice settings from the drop-down.
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Select Time & Invoices.
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The Time & Invoices - Settings tab will be displayed.
AutoTime
Enabling this setting enables practices to add time for Task Templates and Automation Steps, so that when tasks are created and then completed a draft timesheet will be automatically created for the Task Assignee. Time can be added as either a Fixed amount or calculated relative to the total estimated hours for the job.
Refer to Creating and Maintaining Task Templates and Process Step Details - AutoTime.
Time & Invoices
Enabling this setting will provide access to Time Rates so that you can begin creating rates and assigning them to your team. Refer to Invoicing Overview and Managing Rates for Time and Disbursements.