User Guide Contents
This user guide contains details of the basic concepts behind Feezily plus detailed instructions of every aspect of the Feezily workflow.
Discusses the basic concepts behind Feezily and how easy it is to perform provider revenue statement processing and other fee based operations.
Feezily helps organize your statements by allowing them to be grouped together in easily managed statement batches.
Reconciliation and Invoice Management (RIM)
RIM is an optional "add on" feature that supports the management of invoices and bank reconciliations with auto matching.
Reporting and Charting
Feezily has powerful reporting and charting features to provide you with always up to date data and visualizations of your advice fee revenue and expenses.
Synchronizing your client list via Xplan
Keep your Feezily client list in sync with Xplan to avoid ever having to manually create or update a client in Feezily.