"Skipped sending ... as User does not exist in XPM" displays in Practice Activity

Issue

For practices integrated with Xero Practice Manager, when creating a Job or updating a Client or Job in FYI, the following alert displays in Practice Activity:

"Skipped sending [Partner/Manager/Assigned User] for [Job/Client] as User does not exist in XPM.

Cause

As the User does not exist in Xero Practice Manager, FYI cannot sync the updated details across to Xero Practice Manager.

Solution

In Xero Practice Manager's Business menu, select Settings and Practice. Under Staff, add the user.

Run a manual sync in FYI to sync the new user into the platform. Refer to Running a Manual Sync with Xero Practice Manager and Additional Notes on Syncing.

Once the user has synced to FYI, you will then be able to successfully re-run the changes or create the new job.

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