A client has a Manager and Partner allocated in Xero Practice Manager, but when looking at the Client Details in FYI these show as "Unassigned"
There is a mismatch in the data in Xero Practice Manager and FYI which is likely caused by a staff's record having been deleted and recreated. For example, if a staff record is assigned to a client as a manager or Partner, and is then deleted and recreated before syncing to FYI.
- In Xero Practice Manager, re-select the Manager and Partner on the relevant client(s).
- Wait for the sync to happen overnight, or perform a manual sync of the clients.
Refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager and Running a Manual Sync with Xero Practice Manager and Additional Notes on Syncing.
Note: There is no way to filter the Manager and Partner columns in the Clients list to only show those that are "Unassigned".