AutyTeam
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What is the AutyFi Dashboard?
Accessing the Dashboard Log In to your account. Navigate to the Dashboard or Summary page from the main menu. Features of the AutyFi Dashboard Customizable View: Starts blank and allows you t...
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What is a Scorecard?
The Scorecard feature in AutyFi is a powerful resource designed to help you track and manage your business performance metrics in a structured and visual manner. The image shows that the Scoreca...
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An Overview of the AutyFi Scorecard
Accessing the Scorecard Feature Log In: Open your browser and go to the AutyFi login page. Enter your username and password. Click the Login button to access your account. Navigate to Scor...
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What are the Available Scorecard Templates?
AutyFi offers a variety of scorecard templates to help you track and analyze different aspects of your business performance. Here’s how you can access and use them: Accessing Scorecard Template...
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How to Customize Your Scorecard?
Welcome to the AutyFi guide on creating a custom scorecard! This guide will walk you through the steps to easily set up your scorecard to track important business metrics. Let’s get started! Acc...
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Add Branding Terminologies in AutyFi
Adding terminologies is part of the AutyFi setup process. This step is not required but is often valuable in keeping your company’s branding cohesive throughout your business platforms. Using re...
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How Do You Map Your Chart of Accounts?
How to Map Chart of Accounts Mapping your Chart of Accounts in AutyFi is a crucial step for ensuring that your financial data is accurately integrated and reported. This process allows you to up...
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How to Set Chasing Frequency?
Chasing Frequency in AutyFi Chasing Frequency in AutyFi refers to the regular interval at which follow-ups or reminders are sent to ensure that tasks, data entries, or other important activities...
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Choosing an AutyFi Billing Method
Step-by-Step Guide Log In and Access Organization Settings Login: Open your browser, go to the AutyFi login page, and enter your credentials. Select Organization: Click the organization icon ...
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What is Organizational Hierarchy in AutyFi?
In AutyFi, the organizational hierarchy is displayed clearly and easily. Think of it as a big family tree where you can see all the different branches and how they connect. At the top, you have ...