Sharing files on new platform

abelhaulage

Can anyone tell me how to share a file with my accountant on the new platform? All my searches are giving me information for the old platform.

If I create an accountant's copy it isn't giving me the option to email it anymore and if I create a backup I don't have the floating toolbar anymore so I can get it out.

I hope someone on here has already dealt with this issue and can help me out

Alexis McKeown

Dear @abelhaulage ,

The sharing process has not changed between the new Hosted experience in compare to the old Hosted system.

You can always refer to the #TipTuesday I wrote for sharing files here:

https://community.reckon.com/discussion/8035600/tiptuesday-how-to-share-and-unshare-company-files

This guide is always accurate per sharing files in Reckon Accounts Hosted.

Kind regards,

abelhaulage

Thankyou. I found that after I posted and have tried that

Alexis McKeown

Dear @abelhaulage ,

It's never an issue - do let me know if you have any issues with sharing. I'm always happy to help. 🙂

Kind regards,