How to access a Reckon One file shared with me?

Question

Hi,

A client shared his Reckon One file with me by entering my email address.

I don't use email address to log in to Reckon.  When I log in using my Reckon login id and check shared files I cannot see this client's file.

Could you please let me know how I can access this file?

Thank you,

Maria

Maria_8697178 · Answer

Hi,

Back to the same issue.  I logged in as client and shared their file with me.  Shared with my user id as a partner and I can see that the file is shared with me when I look at the client's Reckon One.

I can provide screen shot to the support team if needed.

But when I log in as me I still cannot see this file as shared.

I had other clients share their files with me and we didn't have this issue.

Could you please help?

Kind regards,

Maria

Jason Zhu · Answer

Sorry @Maria_8697178, I just re-read your post and it sounds like they might not have shared it properly with you.

Since you use your username to log in, could you kindly ask your client to try sharing it again but this time using your username instead of your email? It should share correctly after that.

Let me know how it goes!

Jason Zhu · Answer

Good Morning @Maria_8697178,

If your client has shared it with you as a User, it should appear in the Shared with me section on the portal page where you can manage your other books.

Are you a Partner by any chance? If so, there's a different section as well