Take a look at this month's new features, enhancements, and resolutions.
03.07.2025
Enhancements
- For practices using Xero Practice Manager, once a manual sync has been requested, all related Sync buttons will remain disabled until the sync has been completed. For example, if you request a manual Client sync from the Client List, the Client sync button in the XPM Automation App will be disabled. Other manual syncs can still be requested, for example, a Job sync.
This update applies to the manual Sync options in the Client and Job Lists, the Jobs Board, and the XPM Automation app. Please note that the manual Sync option is not displayed on the Client List for practices with FYI as Primary enabled. For an example of the Sync option, refer to Using the Jobs Lists.
- For practices on the CSV Data Import Beta, FYI will now validate the data before importing the CSV file, streamlining the import process. Users will be able to download the Error Report from the Test or Run windows, update the CSV file, and then re-validate the data to ensure errors have been corrected before running the import. Refer to Automation Process CSV Data Import (Beta).
Resolutions
- For practices integrated with Practice Sync, we have resolved an issue where the alert for synchronised users missing a display name or email address continued to be displayed more than once a day.
- For practices on the Elite plan, when creating an invoice:
- Where interim time entries have been assigned to the Workflow Job, the invoice totals displayed in the drawer will remain at the correct value when clicking on the field.
- For Progress and Final invoices, the minimum invoice amount cannot be less than the value of the selected interim entries.
- Selecting only interim entries on the invoice will calculate the correct WIP Write On/Off values and allow the user to create a $0 invoice.
- For practices on the Elite plan, when creating an invoice and deselecting time or disbursement entries, the invoice value will be reduced by the billable amount of the non-selected entries. The updated invoice amount will be redistributed across the selected lines, and the WIP write on/off values will be recalculated accordingly. This is also applicable when splitting time entries.