"An error occurred when creating the document using a template" when creating a document from an Automation Process
Difficulty syncing clients in Xero Practice Manager to FYI
"Error calling foundry: Request failed with status code 500" or ".. with status code 502" when running an Automation Process
"Error calling foundry: request failed with status code 403' when sending an email from an Automation Process
"There was potentially an error uploading this document" when creating a document from an Automation Process
"Error loading documents" when clicking a link from an FYI Summary Notification
"Unable to create email: no recipient specified in process step available" when creating an email from an Automation Process
"Could not find task" in the Automation Process History
"This email could not be sent immediately as the sender was denied permission to create the email in Outlook Online" when sending an email from an Automation Process
"Specified sender unavailable, creating as draft under process owner user" when creating an email from an Automation Process

Difficulty syncing clients in Xero Practice Manager to FYI

Jeanille Fin

February 18, 2022 20:15
Updated

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.