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.

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

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

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