Where possible and when using AutoFile, documents from ATOMate are filed automatically against the relevant client, cabinet, and category.
If the client is not found, the document from ATOMate is saved to FYI, but without a client assigned to it and it shows as "No Client". When this is the case, once the relevant client has been updated in Xero Practice Manager and synced to FYI, you need to manually refile it in FYI and select the appropriate client.
ATOMate will not retry to upload a document even after the client has been updated in Xero Practice Manager.
As a workaround, you can set up a client in Xero Practice Manager with the following name:
“Unknown ATOmate Client”.
This syncs to both ATOMate and to FYI.
If a document is then processed by ATOMate for an unknown client, FYI will file it against this placeholder client and this makes it easier to locate so it can then be filed against the appropriate client.