Client or Job Changes are not shown in FYI

Issue

Changes have been made to an existing client or job in Xero Practice Manager or GreatSoft, but not displayed in FYI, for example in the In Tray, or when selecting a client to file a document. 

Cause

This issue can be caused by the following:

  • A synchronisation has not been completed with your practice management solution to add the new client or job to FYI, or update existing clients or jobs.
  • The client or job list cache has not been refreshed (and still displays using the previous settings).

Resolution

If a synchronisation has not already been performed, you can manually trigger a synchronisation to update the data. Refer to the below article depending on your system:

If you have already tried synchronising, the cache in FYI may need to be refreshed to display the latest data.

Caches are automatically refreshed each hour, however, you can manually refresh by clicking the Refresh button in the top-right-hand corner of the Client or Jobs window, or logging out and back into FYI.

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