Plan: Available: All plans
Users: Available: All users
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
When a Job Custom Field is created or edited in Xero Practice Manager, it may not display immediately in FYI due to the synchronisation settings between your practice management software and FYI.
What is synchronised during an Individual Job Sync?
Users can click Sync Job from the Job - Summary tab to synchronise that specific Job.
This will synchronise:
- Standard Job details.
- Custom Field values for that Job only.
Refer to Running a Manual Sync with Xero Practice Manager.
Please note that the manual Job Sync does not synchronise Custom Field definitions.
How are Custom Field definitions synchronised?
Changes to Custom Field definitions are synchronised based on your practice management configuration, for example, your selected Practice Management Source.
Refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager and Xero Practice Manager automation app settings for details on synchronisation frequency and settings.
Why are Custom Field values not updating immediately?
The timing of Custom Field value updates depends on your selected Practice Management Source.
Refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager for details on synchronisation frequency and settings.
Note: Jobs display a Pending Sync tag beside the Job Name on the Job - Summary tab while waiting to synchronise from FYI to XPM. When a Job is marked as Pending Sync, changes made in Xero Practice Manager will not synchronise until processing is complete.
Note: An FYI Admin can create a Job Custom Field directly in FYI, which is available for immediate use. Refer to Creating Custom Fields.