Plan: Available: All plans
Users: Not Available: All users, User Group Permissions Available: FYI Admins
Practice Management Source: Available: All sources
In addition to the automatic sync with Xero Ledger, a manual sync can be run when required to import new invoices and credit notes. Previously synchronised invoices or credit notes will not be updated.
A manual sync can be requested once every 4 hours, including the automatic overnight synchronisation.
- Navigate to Automations - Apps - Practice Ledger.
- Click the Cog icon to open the settings.
- Invoices and Credit Notes that have not yet been created in FYI since the previous sync date will be synchronised.
To select a historical date to sync invoices from, click Edit, and change the Migration Date to a past date. Note that paid invoices and credit notes dated before the Migration Date will not be synchronised.
- Click Sync Invoices.
Note: The Sync Invoices button will not be available if an invoice sync was requested less than 4 hours ago, including the automatic overnight sync. - A message will be displayed to indicate the Invoice Sync has been scheduled. Once the sync is completed, a Practice Ledger entry will be displayed in Practice Activity, displaying the updated balances.
- Click Finish.