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  3. FAQs - Archived Clients

FAQs - Archived Clients

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  • How do I merge Clients where one has been archived in Xero Practice Manager?
  • How do I set a client, who is archived in Xero Practice Manager, as active in FYI?
  • Does the integration with Xero Practice Manager bring across archived clients?
  • What happens to the documents filed for a client if the client is archived in Xero Practice Manager?
  • How can I save files to archived clients?
  • Why is there an active and an archived client showing for the same client, but only one client in Xero Practice Manager?
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