Connect FYI with Rechargly to simplify how your practice manages and bills clients for software costs. Assign software disbursements to FYI Jobs, reduce manual data entry and keep charges ready for invoicing.
Keep Clients and Jobs Connected
Match clients and jobs between FYI and Rechargly to ensure software charges are allocated to the right client and job. Confirm client matches in Rechargly before information is synchronised with FYI.
Easily Allocate Software Costs
Assign software costs for platforms such as Xero, Dext and MYOB to existing FYI Jobs. Keep client software disbursements connected to the work your practice is already managing in FYI.
Create and Synchronise Jobs
Select an existing FYI Job or create a new Job through Rechargly when allocating software charges. Jobs created through Rechargly are synchronised with FYI, including changes to the Job Status.
Streamline Client Billing
Automatically synchronise disbursements from Rechargly into FYI and assign them to the relevant Job, ready to be invoiced. Reduce repetitive data entry and make it easier to recover software costs from clients.
