For details of when FYI’s automatic synchronisation with Xero Practice Manager runs r
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 add and manage Users/Staff or change the name of a user in FYI?
- How do I add the 'Mobile number' for a Client 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?