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
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 update the Go Live Date, click Edit and select a future date. If Import historical invoices is enabled, and the Go Live date has passed, this cannot be changed.
Note that paid invoices and credit notes dated before the Go Live 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.