Displaying Invoices and Time Lists using Grouped Views

Plan: Not Available: Intermediate, Pro Available: Elite

Users: Not Available: All users Available:FYI Admins or User Group Permissions

Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager

The Invoices and Time Lists can be grouped by one or more columns, for example, by Client, Client Group, Job, and Status to display insights within FYI.

Watch this tutorial to learn how to display key Time and Billing information in FYI using Grouped Views.

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