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
Issue
For practices integrated with Xero Practice Manager, when I change the Job State in the Update Job drawer FYI, the following error is displayed in Practice Activity:
- Error exporting job state - Invalid state code.
If creating a new job, the job will be synchronised to XPM using the default Job State selected in the XPM Practice Settings.
Cause
This issue can be caused by the following:
- The Job State has been deleted in Xero Practice Manager, but is still available in FYI.
- The Job State's name has been changed in Xero Practice Manager, and the change has not yet synced to FYI.
Solution
- Compare FYI with Xero Practice Manager to confirm if the Job State exists in XPM and the name is the same.
- If the Job State has been deleted from Xero Practice Manager, the Job State should be archived in FYI.
- If the name of the Job State has changed, run a manual sync of Jobs to create the new Job State in FYI. This can be done by any user with the Sync function on the Jobs list.
- Once the new Job State has been created in FYI, update the Job in FYI to select the Job State.
Refer also to Renaming a Job State and Deleting a Job State in Job States Overview.