Configuring your Practice Management Settings (Beta)

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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
  • Users
  • Custom Fields.

 

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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