Features

Running a Manual Sync with Xero Ledger

fyi_arrow_HC_icon.png User Permissions:

Admin Permissions Required

As well as the automatic sync with Xero Ledger, a manual sync can be run when required to synchronise Invoices and Credit Notes. Running a manual sync will import new invoices created in Xero Ledger and will not update already synchronised invoices.

  1. Navigate to Automations - Apps - Practice Ledger.

  2. Click the Cog icon to open the settings.3119_Automation_Apps_Practice_Ledger_Tile.gif
  3. Invoices that have not yet been created in FYI since the previous sync date will be synchronised, however, to sync invoices from a historical date, click Edit, and change the Migration Date to a past date.

  4. Click Sync Invoices.
    3509_Practice_Ledger_Sync_Invoices.gif

  5. Click Finish.
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