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:
- Assigned user roles
- Job States
- Job Categories
- Standard, Billing and Workflow Job Templates.
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