Configure the Practice Ledger to select a WIP Migration Date

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

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.

You can select a date up to 18 months before the current date.

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.

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

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

  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: The selected date can be up to 18 months before the current date. 

  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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