- Configuring your Practice Management Settings (Elite)
- Creating Jobs from Job Templates (Elite)
- Creating Time and Disbursements (Elite)
- Working with Invoices (Elite)
- Using Automations for Time & Billing (Elite)
- Using AutoTime to Create Draft Time Entries (Elite)
- Reporting for Time & Billing (Elite)
- Capacity Planning (Elite)
- Employee Management (Elite)
Help Centre
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, FYI as Primary, Workflow Jobs, Automation, Elite