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, that means a Job Sync has not yet been performed, either during a manual or automatic sync, or when updating the details for a job with the new Job State selected.
To synchronise new Job States:
- An FYI Admin or user with permissions for Automations can perform a manual Jobs sync.
- Wait for the overnight synchronisation.
- Assign the Job State to a job in XPM, and update the Job Details to trigger an incremental sync. The details will be synchronised within approximately 15 minutes.
For more information, refer to Job States Overview.