Logging into client's Hosted account - MFA

judithh
judithh Member Posts: 7 Novice Member Novice Member
edited February 19 in Accounts Hosted

HI everyone I was hoping that someone knows how to do this

I currently log into my clients Reckon Hosted using their log in when MFA comes in the code will go to their app or phone

How do i set it up so that the code comes to me ?

I tried setting myself up as a user so i could share their file with me but reckon wanted me to pay $959 . As i am a partner i am not doing that . It is much easier in the purple program to send an invitation and then you can log in with your own credentials and get the mfa . why is this so difficult to work out. I have 2 clients on reckon hosted

Answers

  • Kris_Williams
    Kris_Williams Member Posts: 3,675 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Many people in the same boat, no satisfactory answer

  • judithh
    judithh Member Posts: 7 Novice Member Novice Member

    hope they figure it out before may . turning into the same fiasco as the ATO linking

  • Kris_Williams
    Kris_Williams Member Posts: 3,675 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    I don’t think anything will change based on what I have read 🙁

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,515 Reckon Community Manager Community Manager
    edited February 18

    Morning @judithh

    Just to clarify, since you've mentioned you're a partner then I assume you have your own Reckon Accounts Hosted account correct? If that's the case, is there a particular reason you're logging in using the client's login rather than having the file shared from the client to your own Hosted account and therefore logging into Hosted with your own login credentials?

    Doing so, would allow you to access Hosted under your own login/account and once MFA kicks in you'll have your own MFA associated with your account as well.


    Edit: I've just asked the team to have a quick look and it looks like you still have a remaining Hosted licence with your partnership that you're entitled to for your business (only). Would you like us to provision this so you can have the client share the file to it? As mentioned, this will allow you to access the shared file from your own login (and your own MFA).

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,790 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Just to add here ... whilst it's problematic, unfortunately this "secure MFA" is something the ATO is requiring software companies to implement, so it's not Reckon just trying to be difficult 😬

    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!)
  • Kris_Williams
    Kris_Williams Member Posts: 3,675 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    I do believe that’s the case but funnily enough I have had no notices with Quickbooks online regarding this

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,790 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert


    QBO does have it but - at the moment - with an option to also disable it ... so it may be that currently, you have it disabled ? Not sure how long that will be an option for - I know it's already compulsory in Xero 😬

    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!)
  • Rav
    Rav Administrator, Reckon Staff Posts: 16,515 Reckon Community Manager Community Manager
    edited February 19

    I can't really speak for other software and there isn't great deal of public info around this in all honesty but there's tiny bit of detail here on some of the requirements for MFA although this info is more aimed at software developers rather than users of software/business owners.

    I definitely understand mandatory MFA is going to be an adjustment that takes some getting used to and in some cases viewed as an added inconvenience, but ultimately its an advancement in the security of your data in Hosted which is a massive benefit but at the same time a requirement that we need to comply with.

  • judithh
    judithh Member Posts: 7 Novice Member Novice Member

    Its just easier to this in other software . the purple 1 has had it for ages and easy to link clients by them just sending me an invitation.

    🙄 I am finding it really difficult to share a clients file with me and i am not an idiot.

    I am already a partner and have my own file

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,790 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited February 19

    I hear you @judithh

    All the others are cloud products though, which makes sharing simpler as they're completely "online".

    Whilst to us (the end users) it's an "online" experience in Hosted, we're all actually accessing Reckon's servers every time we login, so it's a little more complicated than the others 😞

    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!)
  • judithh
    judithh Member Posts: 7 Novice Member Novice Member

    Still have no idea how to share clients file with me . Just going around in circles

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,515 Reckon Community Manager Community Manager

    Hi @judithh

    There's a detailed guide on how to share files in Reckon Accounts Hosted here 👇

    How to share company files in Reckon Accounts Hosted


    Alternatively, our Partner Support team are more than happy to assist in getting your sharing sorted as well if you're having trouble with it. The team are fully available at the moment so if you've got a moment give us a buzz and a technician will be able to help get this straightened out with you 🙂

  • judithh
    judithh Member Posts: 7 Novice Member Novice Member

    Yes I have looked at that but in order to do that I have to be set up as a user and when i do that the next step is to pay anther $959 dollars ?

  • Kris_Williams
    Kris_Williams Member Posts: 3,675 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    You say you have your own file I assume you also have your own login to Reckon Hosted.

  • judithh
    judithh Member Posts: 7 Novice Member Novice Member

    yes i do have my own file

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,515 Reckon Community Manager Community Manager
    edited February 20

    Hi @judithh

    My buddy @Nickiu from our Partner Support team is going to give you a call shortly to take you through the sharing process in Hosted and get things straightened out.

  • Kris_Williams
    Kris_Williams Member Posts: 3,675 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    So @judithh you don’t actually have a Reckon user account, only a file, is that correct? The file sharing comes into it after you have logged on, and as you found out it’s now over $900 per year . When we logged on using the client’s username and password it was easier, but the MFA code can only go to one user, and so to do that they have to pass on the code to be able to login

  • judithh
    judithh Member Posts: 7 Novice Member Novice Member

    Hi Kris


    All sorted as i do have a user account . Nick logged into my computer and set it up for me . Never have been able to do it on my own 😊

    Very happy

  • Kris_Williams
    Kris_Williams Member Posts: 3,675 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Oh ok that’s good to hear, congrats