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Toggle the Button in the AutyFi Scorecard
Understanding the Data View Toggle in the Scorecard Overview The data view toggle (highlighted in the red box) is a control element that allows you to switch between viewing data in decimal points...
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What is Data Visualization?
What is Data Visualization? Data Visualization in AutyFi turns your data into charts, graphs, and other visual formats, making it easier to understand large amounts of information quickly. Instead ...
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Percentage of Income Reporting
What is the Percentage of Income Reporting? The Percentage of Income Reporting feature in AutyFi allows you to view financial data as a percentage of your total income. This helps you better unders...
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What is a Standard Chart of Accounts?
Definition A Standard Chart of Accounts (SCOA) is a system that organizes a business’s financial information. It sorts all financial transactions into specific categories, making them easy to find ...
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Managing User Access and Permissions
Managing User Access in AutyFi: A Step-by-Step Guide This guide will walk you through controlling who can use AutyFi and what they can do. As a franchisor, you’re in charge of deciding who gets acc...
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Creating Custom Metrics in AutyFi
What are Custom Metrics? Custom metrics in AutyFi let you create specific measurements to track important business performance indicators, such as marketing spending or customer satisfaction. This ...
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Generate Your Custom Financial Reports
Steps to Generate Your Custom Financial Reports 1. Access Reports To make a financial report, you must go to the "Report Center." This section is like a room in your dashboard where all the re...
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Get to Know the Data Normalization Feature
What is Data Normalization? AutyFi’s Data Normalization helps organize your business data so that everything is in the same format. It takes data from different sources and makes it consistent, whi...
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Vendor Normalization
What Is Vendor Normalization in AutyFi? Vendor Normalization in AutyFi is a feature that standardizes vendor data across all your franchise locations. This tool helps unify different variations of ...
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Get to Know the Connections Feature
Overview The AutyFi Connections feature helps you link your business tools, such as QuickBooks and Google Sheets, to your AutyFi account. This lets you streamline your data and easily access it in ...