Invitation for Accountant access & STP new phone number

Bernessa Roost

Hello brains trust.

I hope this finds everyone well and happy!

I have two questions today, if someone could assist I would be ever so grateful.

1. We have a new accountant who has asked if is is possible with Reckon Hosted for us to send him an invitation to access?
2. I need to add another phone number to the STP portal as we have two lots of payroll departments and currently only one staff member can get the access code sent to them.

Many thanks in advance. 😀

Acctd4

Hi Bernessa

1.  Either the Accountant will need to purchase their own User licence (which they can then use for any/all client RAH file access once shared by the particular client)    OR   You can give the Accountant one of your existing Users (User Name & Password) for access, HOWEVER note only one person can be logged in under a particular user licence at one time so that particular User can't be used at the same time by someone else while the accountant's logged in with it.
2. My understanding is that each Reckon Portal account needs a unique email address & can only be linked to one phone number at a time so to set up a secondary phone number, a new Reckon account would need to be created with a different email address.    @Rav can you please confirm ?