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  3. FAQs - Clients

FAQs - Clients

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  • Why does the Client Email not match the email address of the primary contact for that client?
  • Why is there a duplication of an archived Client in Xero Practice Manager with the same name as an active Client?
  • How do I change the client name or client details in FYI?
  • Why is the Manager or Partner showing as Unassigned in the Client workspace?
  • Can we display the full TFN/IRD number for a client in FYI?
  • How can I create a Contact in Xero Practice Manager?
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