Features
Plan Availability:
Starter
Intermediate
Pro
Elite
These short tutorials demonstrate how to manage and allocate WIP when using FYI for Practice Management.
Allocating WIP to an Invoice
Watch this tutorial to learn how to allocate WIP to progress or final invoices.
|
|
Splitting Time Entries
Watch this tutorial to learn how to split time for time entries and interim fees when creating progress and final invoices.
|
|
/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, guides and learning paths.
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.
Automation Library, New Collaborate, Tasks, Templates, FYI Desktop