Invite accountant to use file

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Rodney_9262579
Rodney_9262579 Member Posts: 8 Novice Member Novice Member
edited October 2024 in Reckon One
A new client has just signed up to Reckon One and they have set me up as a user. We have not yet received an email with an invite, what needs to be done for this to happen so I can access the file? Thanks

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  • Rav
    Rav Administrator, Reckon Staff Posts: 14,337 Reckon Community Manager Community Manager
    edited August 2017
    Hi there Rodney, welcome to the Community.

    The video below outlines the process that needs to be followed for a user to successfully share their book with another user -


    https://www.youtube.com/watch?v=CBsI37KjiFU


  • Rodney_9262579
    Rodney_9262579 Member Posts: 8 Novice Member Novice Member
    edited August 2017

    Thanks for the info.  The last hour or so, I have been trying to create an account but after I hit Send, it sits there donuting.  I am assuming it should happen instantly. 

    I have then gone out and signed in and it has been accepted.  Not sure what is happening.

    Thanks

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,337 Reckon Community Manager Community Manager
    edited August 2017
    Hi Rodney,

    Can you let me know which method you were using to register when first creating an account and running into this problem? ie. Google, Office 365 or the 'regular' option of filling in your details
    I have then gone out and signed in and it has been accepted.
    Do you experience the same behaviour when using a different browser?
  • Rodney_9262579
    Rodney_9262579 Member Posts: 8 Novice Member Novice Member
    edited August 2017
    I used the filling in my details.  Not sure as I thought I would try logging in and it worked.  The creating account screen never told me that I was successful in creating an account.  I was using Chrome
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