Adding a new client company

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Robyn_10865607
Robyn_10865607 Member Posts: 4 Novice Member Novice Member
in Accounts Hosted

Hi, I have recently added a new client/company to my log in account, however, it seems to have been linked to one of my other clients eg. My log in account -Company 1

-Company 2

-Company 3 -company 4.

How do I get company 4 to be on their own?

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,376 Reckon Community Manager Community Manager

    Hi there @Robyn_10865607

    Can you let us know where you're seeing this specifically? Also, how was the client added to your account?

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 472 Reckon Staff Reckon Staff

    Hi @Robyn_10865607

    By saying "Added a new client/company to your login". Do you mean that you have another setup for a user in Hosted or in Company File?

    Regards

    Tanvi

  • Robyn_10865607
    Robyn_10865607 Member Posts: 4 Novice Member Novice Member

    I don't really know how I did it. I presumed I did it the same as last time….

    Reckon one opening page. On top there are 3 companies in the drop down box on top. One of the drop down opens and 2 companies are shown. Sorry to be so vague. You can go into my account.

  • Kris_Williams
    Kris_Williams Member Posts: 4,052 Reckon Hall of Famer Reckon Hall of Famer

    is this Reckon One or Reckon Hosted?

  • Robyn_10865607
    Robyn_10865607 Member Posts: 4 Novice Member Novice Member

    Reckon one, thank you.

  • Kris_Williams
    Kris_Williams Member Posts: 4,052 Reckon Hall of Famer Reckon Hall of Famer

    you have posted under Reckon Hosted

  • Robyn_10865607
    Robyn_10865607 Member Posts: 4 Novice Member Novice Member

    I'm sorry, I

    ll try again. Thank you.

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