Features
Creating Time and Disbursements (Elite)
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.
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Creating & Displaying Disbursements
Watch this tutorial to learn how to create disbursements for jobs in FYI.
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Creating Non-Chargeable Time Entries
Watch this tutorial to learn how to create non-productive and capacity reducing time entries in FYI.
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Exploring the Productivity Dashboard
Watch this tutorial to explore the Productivity Dashboard in My Time.
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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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.
Merge Fields, FYI as Primary, Workflow Jobs, Automation, Elite