Overview
This article explains how often Rechargly reads from and writes to FYI, and how quickly a cost reaches a job.
Reading from FYI
Rechargly reads your clients, staff, job types and jobs from FYI on a daily schedule. You can also trigger a read on demand from the Practice Connect screen in Rechargly whenever you want the latest data.
Writing to FYI
Once you have confirmed a client's mapping, a charge imported against that client appears on the Pending Action page. After you send the client's first cost for tracking, later charges for that client flow through automatically, usually within about a minute. Unlike Xero Practice Manager, where some actions can take up to 24 hours, costs sent to FYI appear immediately or within 1-2 minutes.
Your control point is the client
Nothing is pushed for a client until you have confirmed that client's mapping. You can exclude a client or an individual charge at any time, so nothing for it is ever sent, and you can send or retry a single charge or a batch manually from the Costs page.
