Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Not Available: Xero Practice Manager, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI
Issue
When invoices are synchronising from Xero Ledger, the follow alert is displayed in Practice Activity:
- (Number) unfiled invoice(s) require review. FYI - 2313 Invoices must be filed in FYI to be included in WIP or reports.
Cause
When one or more invoices have a Filing Status of Unfiled, FYI creates a daily Action Required entry in Practice Activity. The activity reminds practices to review and file outstanding invoices so they can be included in WIP and reporting.
The activity is generated after the invoice sync runs, either overnight or manually, and only includes invoices with a Source of Xero. Deleted and voided invoices are excluded.
Solution
Practices should ensure that they review the invoices using the Unfiled Invoices system view. Click the Unfiled invoices link to open the system view.
Users with Create Invoices permission will need to update the filing status to either Filed or Excluded. Refer to Managing Unfiled Invoices.