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 Process
Watch this tutorial to learn how to use the power of automations to create Disbursements in FYI.
Creating Invoices from a Custom Process
Watch this tutorial to learn how to use the power of automations to create Invoices in FYI.
Creating Time from a Custom Process
Watch this tutorial to learn how to use the power of automations to create draft time entries for sent emails.