Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Not Available: Xero Practice Manager, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI
These tutorials demonstrate how to use Automations to create Time, Invoices and Disbursements in FYI.
If you're not familiar with Automations, we recommend completing the Getting Started with Automations Learn course first, to get up and running with Automations for your practice.
Creating Disbursements from a Custom ProcessWatch this tutorial to learn how to use the power of automations to create Disbursements in FYI. |
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Creating Invoices from a Custom ProcessWatch this tutorial to learn how to use the power of automations to create Invoices in FYI. |
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Creating Time from a Custom ProcessWatch this tutorial to learn how to use the power of automations to create draft time entries for sent emails. |
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Updating Time and Disbursement Entries from a Custom ProcessWatch this tutorial to learn how to automatically update the status and custom fields for time and disbursement entries. |