Commence FYI Practice Management Migration

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This article discusses the process of enabling FYI Practice Management to commence the migration process from Xero Practice Manager to FYI.

Note: Non-billable WIP or Time and Disbursement Entries will not be imported during migration.

To migrate existing Billable Time, Disbursements and WIP from Xero Practice Manager:

  1. In FYI, navigate to Settings - Practice Settings - Time & Invoices.

  2. Click the Setup tab.

  3. Click Enable Practice Management.

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  4. A message will be displayed to confirm you're ready to proceed. Click OK.

    3116_Enable_PM_Confirmation.gif
  5. The message will be closed, and FYI will display the message "Historical time and disbursements are being synchronised".

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