Feature Spotlight: Merge Fields with FYI

Run Time:   45 minutes

Date:

Thursday 10th October 12:00PM AEDT

Description:

Join the Client Success team in this 45-minute pre-recorded webinar to find out how Merge Fields in FYI can help you consolidate and leverage data in new exciting ways. We’ll have live Q&A with the team to help you make the most of this exciting feature!

In this webinar, we will cover:

  • What are Merge Fields & what it means for your practice
    Merge Fields will revolutionise how you leverage your data across FYI, streamlining your Documents, Jobs, Automations, and more.
  • How to use Merge Fields with a demonstration from the team 
    We’ll guide you through how to use this powerful feature in your platform and provide some scenarios to give you some ideas on what could be possible for your practice!

If you can’t make the live event, register to receive the resources post-event including the webinar recording.

Andrina Atkins

Client Success Consultant
FYI

Andrina is a Chartered Accountant with over two decades of experience in the accounting industry, both working in practice (including Big Four) and working in accounting software. Andrina now works in our Client Success team, she loves spending time with clients to truly understand their pain points and provides advice and solutions to help our clients leverage the full potential of FYI for their practice and team.

Phil Catania

Client Success Consultant
FYI

Phil has worked for multiple accounting software providers and has over 7 years of experience in Onboarding roles. He loves when a practice can see the benefits FYI can bring and ask themselves why they didn’t make the change sooner. Phil manages the onboarding of new FYI practices, guiding them through the onboarding journey and putting them onto the path to success. 

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