Configuring your Practice Management Settings (Elite)

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Practice Management features for the Elite plan are in Beta for practices in the United Kingdom.

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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