accountant access

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Wato
Wato Member Posts: 1 ✭
in Accounts Hosted

How do I Invite ( give my accountant access) to my accounts hosted?

thank you

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  • Rav
    Rav Administrator, Reckon Staff Posts: 15,392 Community Manager Community Manager
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    Hi @Wato

    You can share your company file to other users who have a Reckon Accounts Hosted login/account.

    I'll link a guide below which outlines the process on how to share your company file -

    https://help.reckon.com/article/ecojzy7cwb-how-to-share-company-files-in-reckon-accounts-hosted


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  • Wato
    Wato Member Posts: 1 ✭
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    Thanks Rav. Really appreciate your help.

    Wato

  • Kris_Williams
    Kris_Williams Member Posts: 3,293 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    You can also set him up as a separate user to use your login at a time convenient to you. This is what I have done for a client and he has limited access - mainly for reports and he logs on, gets his info and gets off.

  • Kris_Williams
    Kris_Williams Member Posts: 3,293 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    And that is the difference, it doesn’t get used daily, wages weekly and BAS monthly, so in my case it’s very manageable. Wouldn’t suit everybody I appreciate that

  • Wato
    Wato Member Posts: 1 ✭
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    Thanks Kris and Zappy

  • Kris_Williams
    Kris_Williams Member Posts: 3,293 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Yeah Kevin not always necessary, as I always say - horses for courses. Everyone has different requirements.

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