Invitation for Accountant access & STP new phone number

Bernessa Roost
Bernessa Roost Member Posts: 20

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. 😀

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    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 ? 

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Bernessa Roost
    Bernessa Roost Member Posts: 20

    Thank you Shaz :-) appreciate your feedback and assistance.

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,305 Community Manager Community Manager

    Hi @Bernessa Roost & @Acctd4

    Yes that's correct, each account can only have one phone number associated with it for Multi Factor Authentication (MFA) codes. You can however share your STP entity with other users so they can process STP submissions. That other user must have their own account and their own phone number for MFA codes.

    I'll link a guide below which outlines the sharing process in more detail -



    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • Bernessa Roost
    Bernessa Roost Member Posts: 20

    Rav, Thank you ever so much. We have success.