Difficulty syncing clients in Xero Practice Manager to FYI
Issue For practices integrated with Xero Practice Manager, a client that was added in Xero Practice Manager is not showing as a client in FYI.
Cause The client in Xero Practice Manager has not fully synchronised with FYI.
Solution
Please contact the FYI Support Team at support@fyidocs.com to check that your Xero Practice Manager key linked to FYI is correct.
If your Xero Practice Manager shows as enabled (in Xero Practice Manager), disable and re-enable it.
In Xero Practice Manager, if the green button is showing enabled, you may need to click it for the added names in Xero Practice Manager to sync to FYI.
