Billing set-up workflow
A workflow that sets up your service catalogue, fixed fees, hourly billing and staff rates.
The problem it solves
Setting up billing from scratch is a chore that gets put off.
How it works
- Ask for billing set-up.
- Answer FediPilot's questions about your fees.
- Review the catalogue and rates it sets up in FEDIX.
What your practice gets
- Billing set up by conversation.
- Catalogue, fees and rates.
- Reviewable.
Questions accountants ask
Where is billing set up?
In FEDIX.
Can I change it later?
Yes.
Does it set prices for me?
No. You decide the fees.
Related features
Features that work alongside billing set-up workflow.
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Document follow-up workflow
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Client folder workflow
A workflow to locate, open, map or organise a client's folders.
LodgeiT workflow
A workflow that fills a return or BAS in LodgeiT and reads it back; you press Lodge.
Final review report workflow
Produce the client-facing review report only when the internal review has passed and nothing has changed since.
PDF bundle workflow
Convert workpapers into a PDF bundle.
See it working in your practice.
Once your 14-day trial has started, you can download FediPilot for Windows from your Fedix dashboard and sign in with your Fedix account. FediPilot runs on your own ChatGPT or Claude account, which Fedix does not supply. Training sessions are included and can be booked at any time; they are not a precondition.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.