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Answers to our Frequently Asked Questions (FAQ)
Setup
What is AutyFi, and How Does it Work?
How to Setup an Organization
How to Update General Organization Settings
How to Set Preferences?
How to Add Branding to Your Organization?
How Do You Add Appropriate Segments?
User & Data Management
How to Add Users in the AutyFi App
What is the AutyFi Dashboard?
What is a Scorecard?
An Overview of the AutyFi Scorecard
What are the Available Scorecard Templates?
Customization & Management
What is a Standard Chart of Accounts?
How to Customize Your Scorecard?
Add Branding Terminologies in AutyFi
How Do You Map Your Chart of Accounts?
How to Set Chasing Frequency?
Choosing an AutyFi Billing Method
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Advanced Features & Reporting