Practice Activity is a summary of any updates to and from Xero Practice Manager and other app integrations. Practice Activity displays FYI defined important events including errors, warnings, service interruptions and delays. These are typically batches, errors occurring multiple times, errors relating to asynchronous events where there is no other way of checking what the activity did.
Note: The Practice Activity gives information on batch or background activities. It does not show actions that are recorded for individual documents and that show in the Activity section of the document.
This article contains the following sections:
- Displaying the Practice Activity
- Sorting, Filtering and Saving a View
- Resubmitting a "Failure" Status Event
Displaying the Practice Activity
Practice Activity is accessed from the Practice menu option. It is available only to FYI administrators, or a user in a User Group that has Permissions enabled for Practice Activity.
When updates has been made as a batch, any events with a Status of "Failure" display separate to the "Success" events so the failed events can be identified and investigated.
The Practice Activity also displays "Alert" events. This shows if important changes have been made within FY, such as changes to the Practice AutoFile Defaults or to the Email AutoFile Settings.
Sorting, Filtering and Saving a View
The columns can be sorted and filters can be applied.
Views can be saved. This is useful, for example, if a user needs to know if a specific App was not successful, a view can be saved with a filter set for that App and a filter for Status set as other than "Success" so that the information can be quickly accessed.
Displaying the Drawer for a Practice Activity
Clicking on an entry in the Practice Activity displays the drawer with a summary of what was processed. This is useful to see the details of any activities that have failed or that are still in progress.
Resubmitting a "Failure" Status Event
Where an event has a Status of "Failure", if there action that can be taken to correct the failure, in the drawer the event shows the Resubmit button.
For example, if a Job has been set to a Job State that exists in FYI but has not yet been synced to Xero Practice Manager, this will show as a "Failure" in the Practice Activity.
Selecting the event in Practice Activity displays the drawer with the message
"Need to add the relevant state to xpm and resubmit the job".
For a failed event that cannot be resubmitted, the Resubmit button is not available. For example, if a Job has been set as completed in Xero Practice Manager before a Time Entry has synced for it, this will show in Practice Activity as a "Failure" but cannot not be resubmitted.