Client or Job Changes are not shown in FYI


Changes have been made to a client or job in Xero Practice Manager or GreatSoft, but not displayed in FYI. 


A synchronisation has not been completed, or the client or job list cache has not been refreshed (and still displays using the previous settings).


If a synchronisation has not already been performed, you can manually trigger a synchronisation to update the data. Refer to the below article depending on your system:

If you have already tried a synchronisation, the cache in FYI may need to be refreshed to display the latest data.

Caches are automatically refreshed each hour, however, you can manually refresh by clicking the Refresh button in the top-right-hand corner of the Client or Jobs window, or logging out and back into FYI.



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