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
Before migrating to FYI as your new Practice Management system, Jobs, Time and Disbursements and Invoices must be enabled from your Practice Sync app to populate Job, WIP and Debtor data into 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.
Configuring Practice Sync Settings
Practice Sync allows practices integrated with CCH or MYOB AE/AO to synchronise Jobs, Time and Disbursements, and Invoices from their Practice Management solution into FYI.
In addition to standard Practice Sync settings, there are four additional settings that need to be configured before migrating FYI as your practice management system:
- Sync Start Date
- Jobs
- Time and Disbursements
- Invoices
Follow the steps to ensure that your practice management system settings are configured correctly.
Step 1 - Open your Practice Management Sync Settings
- In FYI, click the Automation - Apps menu option.
- Locate the relevant Practice Sync app (either CCH or MYOB AE/AO) and click the Settings cog icon.
The following is an example of the MYOB AE/AO app. - The app settings will display. Move to Step 2.
Step 2 - Configure the Sync Settings
When configuring the app settings, the setup steps must be completed in a specific order:
- A Sync start date must be configured before Time and Disbursements or Invoices can be enabled.
- Jobs must be enabled before Time and Disbursements or Invoices can be enabled.
| Step | Field Option | Details |
| 1 | Sync start date |
This setting controls the synchronisation of Jobs, Time, Disbursements, and Invoices. By default, the sync start date is set to 18 months from when the practice sync app is installed and configured. If a date is not selected, the Time and Disbursements and Invoices toggle will remain disabled. Any Jobs, Time, disbursements, Miscellaneous charges, estimates to complete and invoice data that is open, unbilled, or unpaid, that falls before this date will also be synchronised with FYI. |
| 2 | Jobs |
Jobs should be enabled, to ensure the Time and Invoice Sync can be activated and ensure WIP and Debtor information is synchronised. Once enabled, new Job States synchronised from Milestones in CCH or MYOB will be configured to have the Hide from Board setting enabled by default. This means for practices using the Jobs Board, any jobs using the new Job States will not be displayed. Once the initial synchronisation has been completed, users should review the Job States list to update the Hide from Board setting as required. For practices integrated with MYOB, the Assignment Description in MYOB will synchronise to the Job Category in FYI. |
| 3 | Time and Disbursements |
Disabled by default, this setting controls the migration of unbilled Time Entries and Disbursements to FYI, including Estimates to Complete and Miscellaneous Charges. This setting will remain disabled until the Sync Start date has been selected. Then, once Jobs has been enabled and the Sync Start date has been entered, Time and disbursements will be synchronised, and a nightly reconciliation practice activity will be raised. When synchronising Time and Disbursements:
|
| 4 | Invoices |
This setting controls the migration of Paid, Unpaid, and Part Paid Invoices into FYI.
Invoices will be created as an Invoice document in FYI, and will not be available as a PDF or Word Document. |
| 5 | Non-Chargeable Client Code |
For practices integrated with MYOB only: This setting controls the synchronisation of non-chargeable, Overhead or Admin time entries to FYI. Enter the client code of the Internal Client used to record non-chargeable, Overhead or Admin time entries. This field is not case-sensitive. |