Using Automations for Time & Billing (Elite)

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

These tutorials demonstrate how to use Automations to create 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.

 

 

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