Features

Running a Manual Sync with Xero Ledger

As well as the automatic sync with Xero Ledger, a manual sync can be run when required to synchronise Invoices and Credit Notes.

  1. Navigate to Automations - Apps - Practice Ledger.
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  2. Click the Cog icon to open the settings.
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  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.

  5. Click Finish.
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