Commence FYI Practice Management WIP Migration

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Practice Management features for the Elite plan are in Beta for practices in the United Kingdom.

This article discusses the process of enabling FYI Practice Management to begin synchronising WIP from Xero Practice Manager to FYI as part of the Practice Management migration. 

To migrate existing 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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