![]() In the Jobs Lists the Sync function is included in the View Tools button at the end of the column headings, on the right-hand side of the list. Any user can use this at any time to manually synchronise only the jobs. Providing the option Maintain Jobs in FYI is set as "Off" in the Xero Practice Manager app in FYI, you can use the Sync function on the Jobs and in the Client - Jobs tab in the Client workspace. The Sync function is included in the View Tools button at the end of the column headings, on the right-hand side of a list. Refer to Sync in Using the Clients Lists. This ensures that any changes made to Jobs in FYI, such as the Job State, are not updated back to the original state in Xero Practice Manager if a manual Job Sync is requested before the change in FYI has been updated to Xero Practice Manager.Īll Users - Running a Clients or Jobs Sync from the Clients or Jobs List Syncing Clientsįrom the Clients list, any user can use the Sync function at any time to manually synchronise only the clients. Setting this "On" disables the Sync function in the Jobs list and in Client - Jobs tab in Client workspace. In the Xero Practice Manager app, an FYI Admin can set the option Maintain Jobs in FYI as "On". This shows the date and time that the quota will refresh and when the Sync will resume. Note: In the Xero Practice Manager app, if the Sync has paused because the request quota associated with your Xero Practice Manager connection has been exhausted, this displays "Sync Paused until". Click on the Sync Clients, Sync Staff, Sync Jobs or Sync Tax Returns button to select what data you wish to manually sync from Xero Practice Manager.In Xero Practice Manager, click the cog icon to edit this process.From FYI, click the Automation menu option.Job and Client Custom Field DefinitionsįYI Admin - Running a Manual Sync with Xero Practice ManagerĪ manual sync can be performed by an FYI Admin if a Client, Job, User or Tax Return has been added or changed in Xero Practice Manager and needs to be available in FYI straight away.Syncing Client Custom Fields and Job Custom Fields.All Users - Running a Clients or Jobs Sync from the Clients or Jobs List.FYI Admin - Running a Manual Sync with Xero Practice Manager.This article contains the following sections: Refer also to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager. ![]() Once the updates have synced to Xero Practice Manager, the tag will be cleared. This tag is located beside the Job Name in the Job Summary and prevents updates from being overwritten by a user selecting the Sync from PM button. Jobs will be marked with a 'Pending Sync' tag while waiting for the updates to be synced with Xero Practice Manager. Refer below to All Users - Running a Clients or Jobs Sync from the Clients or Jobs List. Providing the Maintain Jobs in FYI is set as "Off" in the Xero Practice Manager app, all users can run a sync for Jobs using the Sync function on the Jobs list or Client - Jobs tab in the Client workspace. Refer below to FYI Admin - Running a Manual Sync with Xero Practice Manager.Īll users can run a sync for Clients and Jobs using the Sync function on the Clients or Jobs lists. As well as the automatic sync, a manual sync with Xero Practice Manager can be run as and when needed.Īn FYI Admin can run a sync for Clients, Jobs, Users (Staff) and Tax Returns from the Automation dashboard.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |