If you have set up Custom Fields in your Xero Practice Manager (for example, to distinguish the client type (such as A, B or C grade clients, to record additional address or contact information, or for other indicators), these Custom Fields display on the Client - Custom Fields tab in FYI.
Note: The function to edit Client and Job Custom Fields in FYI is a Beta function and not yet available for general release. You will only see the Edit button in Client - Custom Fields if you are part of the Beta. As part of the Beta released, the Custom Fields themselves can be managed by an FYI administrator from the Practice Settings (refer to Managing Custom Fields - Beta which is only available to Beta sites).
- You can add one or more Custom Fields as columns in the Clients List and use this to sort and filer the Clients List. Refer to Searching for Clients.
- You can use Custom Fields in the Merge Fields in email templates and in Word and Excel templates.
Refer to Including Merge Fields in Word Templates and Stationery, Including Merge Fields in Email Templates and Signature and Including Merge Fields in Excel Templates.
- You can use Custom Fields in Custom Processes. Refer to Custom Processes.
Sync from XPM
You can use the Sync from XPM button at the bottom of the Custom fields to sync the values for Client Custom Fields for the specific client from Xero Practice Manager to FYI.
Note: This only syncs the values for the Custom Field for that client. This does not sync any changes to the Custom Field definitions themselves in Xero Practice Manager and these are only synced overnight from Xero Practice Manager to FYI.
Editing Client Custom Fields - Beta
The function to edit Client and Job Custom Fields is currently in Beta release. With this function, all new and changed selections for Client and Job Custom Fields are made in FYI. The Client and Job Custom Fields themselves are maintained in FYI by an FYI administrator who can add, edit or remove Custom Fields (refer to Managing Custom Fields - Beta which is only available to Beta sites). Any changes to the values selected for Custom Fields will sync to Xero Practice Manager immediately.
This function was introduced due to limits that have been applied by Xero. When using the Beta function to edit Client and Job Custom Fields in FYI, any changes to these made in Xero Practice Manager will not sync to FYI.
When using the Beta function to edit Job Custom Fields in FYI, any changes to these made in Xero Practice Manager will not sync to FYI. If any changes are made accidentally, they can be manually synced for the specific client using the Sync from XPM button. Refer above to Sync from XPM.
You will only see the Edit buttons if you are an FYI administrator, or a user in a User Group that has Permissions enabled for Edit Custom Fields.
You can edit or select the values for Client Custom Fields in FYI. Any changes will sync to Xero Practice Manager immediately.
- Click Edit and enter or select the new value.
You can only enter or select a value according to how the Custom Field has been defined, for example, as Text, a Checkbox, select from a Drop-down, Number, etc.
The following is an example of selecting a value for a Custom Field that has been defined as a drop-down.
- Click Save to save the change and the Custom Fields redisplay.
Note: If a value has been added to a Custom Field it cannot be blanked out. If needed, you can set it as hyphen (-).