Plan: Available: All plans
Users: Available: All users
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
If a new Job State created in Xero Practice Manager (XPM) has not synchronised to FYI, this is usually because the Job State has not yet been allocated to a job in Xero Practice Manager.
Job States will only synchronise to FYI after they have been allocated to at least one job in Xero Practice Manager (XPM).
If the Job State has not been used on a job, it will not display in FYI, even after performing a manual synchronisation.
To synchronise the Job State:
- Allocate the Job State to at least one job in Xero Practice Manager (XPM).
- Either wait for the overnight synchronisation, or perform a manual sync.
For more information, refer to Job States Overview.