Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group Permissions
Practice Management Source: Not Available: MYOB AE & AO, FYI, APS, IRIS, CCH, MYOB Practice Management (formerly GreatSoft) Available: Xero Practice Manager
This quick reference guide provides an overview of the sync process and maintaining a single source of truth when integrating FYI with Xero Practice Manager.
Click here to download the guide.
For more information, refer to:
- Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager
- Xero Practice Manager Synchronised Fields
- Xero Practice Manager Synchronisation Types