Articles in this section

• How often are clients, jobs and staff synchronised from XPM?
• How often does the synchronisation of XPM clients and staff happen?
• How to set an archived client as active in FYI?
• How do I manage users?
• How do I add a new User/Staff in Xero Practice Manager?
• How do I add a Client, and add a Client to a Group?
• Is there an option to integrate with XPM Jobs and file documents at a job level?
• If I select to view a Client Group in the Client Jobs tab, will that show all Jobs across the group?
• Does the integration with XPM bring across archived clients?
• What happens to the documents filed for a client if the client is archived in Xero Practice Manager?