Features

Configure the Practice Ledger to select a Migration Date

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Starter

Intermediate

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fyi_arrow_HC_icon.png User Permissions:

All users

User Group Permissions

FYI Admins

The Practice Ledger Automation App allows practices to select a Migration Date, when migrating to using FYI for Practice Management.

Selecting a Migration Date

The Migration Date that is selected is dependent on the Practice Management Source you are migrating from:

  • Xero Practice Manager - For practices who have migrated from Xero Practice Manager, the Migration Date is the date that data will be synchronised from, and not the date of the transition to FYI. All invoices in the Xero ledger that are unpaid, or were created after the selected date, will be synchronised into FYI and filed to each client & job where possible. A date must be selected and can be up to 18 months before the current date.

  • MYOB AO/AE - For a practice migrating from Practice Sync such as MYOB, the Migration Date is the date that FYI is set as the Practice Management source. This will ensure that invoices migrated from MYOB to FYI will be prepopulated in the Xero Ledger and the nightly reconciliation is performed successfully.

Note: The MYOB migration to FYI Practice Management is currently in Beta. To join the Beta, please contact Support.

The Practice Ledger settings can be modified by an FYI Admin, or a user in a User Group with Permissions enabled for Automations.

  1. From FYI, click the Automation menu option.

  2. Click on the Apps tab.

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  3. For the Practice Ledger app click the cog icon to edit it.

    3119_Automation_Apps_Practice_Ledger_Tile.gif
  4. The name of the organisation selected as the Practice Ledger in the Xero Ledger app will be displayed. Click the Setup button.

    3120_Practice_Ledger_Setup.gif
  5. Click the Migration Date field to display a calendar. Use the arrows to scroll through the months, and click on the date to select it. 
    Note: Ensure you select a date relevant to your legacy Practice Management system. Refer to Selecting a Migration Date above.

    3122_Practice_Ledger_Migration_Date_Calendar.gif
  6. Click Finish.

  7. The initial synchronisation can take up to an hour. Once complete, a Success entry will be added to Practice Activity. Refer to Practice Activity.
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