Features
Reporting for Time & Billing (Elite)
Plan Availability:
Starter
Intermediate
Pro
Elite
These short tutorials demonstrate how to use templates to facilitate excel-based reports.
Creating Excel Reports
Watch this tutorial to learn how to create excel reports from master FYI templates and deliver practice insights in real time.
|
|
Creating Excel Reports from Automations
Watch this tutorial to learn how to create excel reports from a custom process.
|
|
Displaying Invoices and Time Lists using Grouping
Watch this tutorial to learn how to display Time and Billing insights in FYI using Grouping.
|
|
/hc/en-us/categories/360001063892-Getting-Started
/hc/theming_assets/01JDG7MXB4R4BTMJ4PTBT9VF1R
Getting Started
Start a free trial, navigate FYI, and learn the essentials.
custom
/hc/en-us/categories/360002374291
/hc/theming_assets/01JD8GA8772PWQBHQ27Y4N9P85
Learning Resources
Access our library of video tutorials, webinars and masterclasses.
custom
/hc/en-us/categories/360003063191
/hc/theming_assets/01JDG817Z1T9ZAH54VBQ0YFQ1P
Onboarding
Configure FYI, migrate documents and onboard your team.
custom
/hc/en-us/categories/360000958432
/hc/theming_assets/01JDG7ZW55FD08Z5YYRRDKTKHA
Platform Admin
Configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
/hc/theming_assets/01JDG83SNZXPNEQKNZFZT49MPG
Automation Library
Ready-to-go automations for a range of processes used in practices.
New Collaborate, Automation, Templates, Tasks, Elite