Why is the Partner or Manager showing as Unassigned in the Client workspace?

Issue
A client has a Partner and Manager allocated in Xero Practice Manager, but when looking at the Client Details in FYI these show as "Uassigned"

Cause
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 Partner or Manager, and is then deleted and recreated before syncing to FYI.

Solution

1. Select the relevant job(s) in FYI in the Jobs list or Jobs Board.
2. Use the Bulk Update function to update the Partner and/or Manager for the selected jobs. Refer to Jobs Bulk Update.

or

1. In Xero Practice Manager, re-select the Partner and Manager on the relevant client(s).
2. 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.

Note: There is not a way to filter the Manager and Partner columns in the Clients list to only show those that are "Unassigned".