Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users, User Group Permissions Available:FYI Admins
Practice Management Source: Not Available: XPM, FYI, APS, IRIS, CCH, MYOB Practice Management (formerly GreatSoft) Available: MYOB AE & AO
For practices migrating from CCH or MYOB AE/AO, existing Rates will be migrated and pre-populated as part of the Practice Sync.
This sync will result in current and previous rates being available in FYI. To ensure that rates in FYI can be easily maintained moving forward, it is recommended that an FYI Admin review these rates in FYI.
For practices that are integrated with Xero Practice Manager (XPM) or a Generic Practice Sync, existing rates do not sync. FYI Admins are required to create new rates in FYI.
The CCH and MYOB migration to FYI Practice Management is currently in beta and available to practices with a single entity. Learn more about beta registrations.
Displaying Time Rates Created by Practice Sync
For practices migrating from CCH or MYOB AE/AO, historical Time Rates will be synchronised to FYI, where the existing time rate is associated with a time entry created when Time and Disbursements have been enabled in the corresponding Practice Sync app.
The Time Rate will be automatically assigned to the existing user in FYI.
Depending on the historical WIP that has been migrated, users may have multiple rates assigned. Refer to Assigning Time Rates to Users.
To access the Historical Time Rates, an FYI Admin can:
- Click Settings in the top right-hand corner.
- Select Practice settings from the drop-down, then select Time & Invoices.
- Click the Rates tab.
- Historical Rates will display with the following naming convention:
'Employee Name_Rate Name_Rate Amount_Source_ID'
Summary of Historical Rate Naming Convention
| Rate Details in CCH and MYOB | Details |
| Employee Name | The name of the employee as displayed in CCH or MYOB. If an employee's name exceeds 37 characters, an error creating/updating rate will display in Practice Activity. |
| Rate Name | This is based on the defined rate name that the user selects when entering time in either CCH or MYOB. |
| Rate Amount | If the rate amount exceeds 10 characters, an error will display in Practice Activity. |
| Source ID | The Source ID represents the unique identification of the original rate. This allows any changes made in CCH or MYOB to sync back to FYI, before FYI is enabled as the PM source. |
Updating Rates when Practice Sync is Enabled
Before enabling FYI as the PM Source, a Practice can continue to edit Rates in their existing Practice Sync source. It is important to note the following if updating rates in CCH or MYOB prior to enabling FYI as PM Source:
Updating a Rate Amount
If the Rate Amount is updated directly in CCH or MYOB, on the next Sync the Billable and Base Rate will be updated in FYI. This will be reflected in the Activity of the Rates drawer.
Archive a Rate
If a Rate has already synced to FYI, and is subsequently deleted in CCH or MYOB the rate will not be updated in FYI. An FYI Admin should review and ensure that this Rate is archived directly in FYI.
Reviewing Existing Rates
To ensure that rates in FYI can be easily maintained moving forward, it is recommended that an FYI Admin reviews these rates in FYI and where required:
- Create New Rates directly in FYI.
- Archive Time & Disbursement Rates that are no longer required to be managed moving forward.