How do I add a Client, and add a Client to a Group, when integrated with Xero Practice Manager?

Plan: Available: All plans

Users: Not Available: All users Available: FYI Admins or User Group Permissions

Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager

FYI Admins or users with Edit Clients permission will be able to create clients and groups within FYI for practices matching one of the following:

Refer to Creating Clients in FYI.

For all other practices integrated with Xero Practice Manager (XPM), Clients and Client Groups are managed directly in your practice management platform. Refer to the Xero article Create a Client.

Depending on your Practice Management source, some fields may not sync with XPM. Refer to:

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