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
Once a practice has reconciled the WIP by comparing Xero Practice Manager (XPM) with FYI, the WIP from XPM can be removed.
For practices that have migrated to FYI as PM from a Practice Sync source such as MYOB AO/AE, the steps in this article should only be followed if your practice previously managed WIP in XPM or had a Xero Ledger connected to XPM.
Remove WIP from XPM
This step should only be completed after the WIP import has been successfully reconciled.
To remove WIP from XPM:
- In XPM, Unbilled WIP can be removed from the Work in Progress dashboard. For instructions, refer to the Xero Help Centre.
If this step is not completed, the XPM sync with FYI will prevent practices from closing jobs in FYI.