Creating Time and Disbursements

Plan: Not Available: Intermediate, Pro Available: Elite

Users: Available: All users

Practice Management Source: Not Available: Xero Practice Manager, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI

These short tutorials demonstrate how to create and display Time and Disbursement entries when using FYI for Practice Management.

Creating & Displaying Time Entries

Watch this tutorial for a recap on creating time entries in FYI and understand the key differences when using FYI Practice Management:

  • Creating individual Time Entries
  • Reviewing Time Types
  • Creating bulk Time Entries
  • Displaying Time Entries.

Creating Time Entries using the Timer

Watch this tutorial to learn how to use the Timer to create draft time entries throughout your working day.

Creating & Displaying Disbursements

Watch this tutorial to learn how to create disbursements for jobs in FYI.

Creating Non-Chargeable Time Entries

Watch this tutorial to learn how to create non-productive and capacity reducing time entries in FYI.

Exploring the Productivity Dashboard

Watch this tutorial to explore the Productivity Dashboard in My Time.

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