Every 15 minutes an incremental synchronisation is run and any changed client data in Xero Practice Manager is automatically synchronised with FYI.
Overnight, every 24 hours, there is a full automatic synchronisation of clients in Xero Practice Manager with FYI. This will also sychronise any clients that have been archived with FYI.
Any jobs created or changed in Xero Practice Manager are synchronised with FYI overnight, every 24 hours.
For any jobs that created in FYI or if the Job State is changed in FYI, these are synchronised with Xero Practice Manager immediately.
Users (Team) in Xero Practice Manager are synchronised with FYI overnight every 24 hours.
(Xero Tax) Tax Returns
Tax Returns in Xero Tax are synchronised with FYI overnight every 24 hours.
FYI’s automatic synchronisation with Xero Practice Manager runs as follows: