Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Not Available: Xero Practice Manager, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI
If your practice creates monthly recurring invoices in Xero Ledger and uses the Job reference number to link invoices to Xero Practice Manager (XPM), this process can continue in FYI. When the invoice reference number matches the Job number in FYI, the invoice will synchronise to the corresponding Job.
If the client name matches in FYI, the invoice will synchronise to the Client. Refer to Invoicing Overview for more information.
When a recurring invoice is created as a Draft in Xero Ledger, it synchronises to FYI during the overnight sync. Refer to Synchronising Contacts, Invoices, and Client Ledger Reports with Xero Ledger for detailed information on synchronisation frequency.