To keep Xero Practice Manager and FYI in sync regarding Job States, the following is our best practice recommendation for updating Job States in Jobs:
- Make all updates of Job States within FYI (Job States will sync within 15 minutes).
- Do not run a manual Job Sync after updating. This will not push the updated Job State from FYI any quicker.
- Once the decision has been made to make all updates to Job States in FYI, do not update in Xero Practice Manager directly.
Refer to Job States.