WIP, Billing & Practice Operations
Managing commercial performance and internal operations, including time capture, WIP, invoicing, debtors, team reminders, staff processes, data quality, and practice reporting.
- WIP Write Off on Completed Jobs
- Blank Custom Fields Alert
- Create Time on Sent Emails
- Draft Disbursements Reminder
- Draft Invoice Notification
- Draft Time Entry Reminder
- Missing Time Reminder
- Monthly Practice Reports
- Overdue Invoices Notification
- Recurring Invoices
- Update Time Custom Fields
- Practice Activity Alert
- Custom Processes using Views and Summary Notifications
Stay Up-To-Date
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Events
We host a range of product demos, training webinars, workshops and more.
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Service Status
Check for updates on the FYI Platform
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What's New
Round-up of new features, fixes, and other important announcements.