Getting to know the new Reckon Accounts Hosted platform experience! ✨
Reckon Accounts Hosted will be upgraded to a new platform experience and we're really excited for you to start using it!
We're starting things slow and progressively releasing the new platform to small groups of users over the coming months.
We've put together some helpful tips in getting started with Reckon Accounts Hosted new experience below.
💻 Browser permissions
After logging into the new Reckon Accounts Hosted platform, you'll be asked to allow pop-ups along with sharing the clipboard by your browser. This is an important, but very easy step you'll need to ensure you action. Simply click the Allow button on the message that appears for the clipboard and pop-ups. That's it!
⬇️ Downloading & Uploading files
Downloading and uploading files is really easy using the new My Files menu which replaces the Floating Toolbar. You can now download or upload multiple files in one go! Check out our how-to video below for a walkthrough on downloading and uploading files in Reckon Accounts Hosted.
❌ Deleting files from your Q drive
Managing and deleting files is a lot easier, you're now able to delete multiple files from your Q or B drive in one go. Simply select the files you'd like to delete then select the Delete action.
⚠️ IMPORTANT - Any files deleted from your Q or B drive cannot be retrieved so please take care and ensure the files you're deleting are intended for deletion.
✏️ Renaming files and folders
Renaming files and folders within your Q or B drive is really simple. Simply tick the file you'd like to rename then select the Rename action. Enter the new file name then select the tick to confirm.
💻 Dual Monitor support
You can now open a separate window using the Dual Monitor feature. This allows you to drag external windows so they can be viewed side-by-side and is particularly handy if you're using multiple monitors. For a list of windows that are supported with the Dual Monitor feature, click here.
📴 Ending your session
Once you're finished working on your file, its best to disconnect your session. The best practice to disconnect your session is to click Profile ➡️ End Session. This will close your company file and session. Alternatively, you can also use the usual File ➡️ Exit method.
Learn More
Don't miss our comprehensive guide linked below to help you get acquainted with, and learn everything you need to know about Reckon Accounts Hosted's new platform experience!