What does Xero's Single Client Record mean for FYI?

Xero has introduced a "single client record", a single database behind Xero Practice Manager (XPM), Tax, and Xero HQ.

This change has no impact on FYI. 

If moving to a Xero single client record, you will need to complete the project using the resources that Xero would have previously provided you. 

Click here to view the Xero guide to selecting the right clients to bring into your single client record.

Should you have any queries or issues, please reach out to your Xero Account Manager or Xero Support Team. 

Was this article helpful?
1 out of 1 found this helpful