How to access a Reckon One file shared with me?

Maria_8697178
Maria_8697178 Member Posts: 12 Reckoner Reckoner
in Reckon One

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

Answers

  • Jason_Z
    Jason_Z Reckon Staff Posts: 190 Reckon Staff Reckon Staff
    edited June 2

    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.

    image.png image.png

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

  • Jason_Z
    Jason_Z Reckon Staff Posts: 190 Reckon Staff Reckon Staff

    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.

    image.png

    Let me know how it goes!

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