Welcome to FYI Views, Tasks, Jobs & Time
In this Course
Overview
Add, Remove & Reorder Columns
Saving & Sharing Custom Views
Custom Views
Sticky Views
Custom Views - Knowledge Check
Overview
Using the Task Drawer
Using the Task Drawer
Creating a Task
FYI Tasks Vs. XPM Job Tasks
FYI Tasks Vs. XPM Job Tasks
Tasks & Jobs - Knowledge Check
Overview
Job Records
Using the Jobs Drawer
Jobs
Jobs - Knowledge Check
Overview
Entering Time
Bulk Create Draft Time
Entering Time
Entering Time - Knowledge Check
FYI Introduction to View, Tasks, Jobs & Time - Summary
The Path to Success
FYI is a cloud document management and automation engine, purpose-built for accountants. Learn the fundamentals in this course and save time spent on repetitive tasks, improve accuracy and efficiency for your team.
Free
FYI is a cloud document management and automation engine, purpose-built for accountants. We introduce Emails, Cabinets & Documents in this course to save time spent on repetitive tasks, improve accuracy and efficiency for your team.
Free
FYI is a cloud document management and automation engine, purpose-built for accountants. This course takes a deep dive into working with documents.
Free
FYI brings transparency to your inbox for a better client & team experience. Discover how FYI works with your email correspondence to clients, learn how to leverage this functionality to create, send and manage your client communication.
Free
FYI is a cloud document management and automation engine, purpose-built for accountants. Save time spent on repetitive tasks, improve accuracy and efficiency, and ensure your team can offer clients the highest standard of service.
Free
Workflow in FYI allows you to draft, review and finalise your documentation. Ensuring the highest standards of document integrity for your clients so you know what is being completed and sent to clients is correct and accurate.
Free
Security can be crucial for your client and internal information. There are several options available in FYI to ensure staff have access to the right cabinets and clients. In this course, we discuss the options that are available for configuration.
Free
FYI Automation allows you to leverage third-party integrations to streamline document management, from auto filing corporate documents and signed documents to sending out bulk emails, and more. Automate your nonvalue-adding tasks today.
Free
Collaborate with your clients. FYI Collaborate allows you to share and co-edit documents securely with your clients through leveraging Office 365. You can also provide a secure method for your clients to upload their documentation directly to FYI.
Free
