Open Previous Company and Admin user

I have updated my files to 2026, but the Previous files after weeks is still sitting on 2025, I have removed the number of companies to 1, and then reset back to 3.

But now it is stuck on one, and support states:

ensure you are logged in as the administrator and that you have at least one file open before trying to change this setting.

I have exit out and came back in via front page and checked Control Panel.

But I cannot find how to ensure I am logged in as adminstrator, why is this so hard to get done Help!

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Reeta

Hi @Barbara Allen-Guthrie ,

Based on what you’ve described, the issue is likely related to the user access level currently being used inside Reckon. Some settings , such as changing the number of active companies , can only be adjusted when you’re logged in as the Administrator user for that specific file.
Here’s how to check and confirm you're logged in as the Administrator:

Open Reckon Accounts. Open one of your company files first ,this step is required before settings can be changed. To check if you’re logged in as the Administrator, please open the company file and go to:
Company > View users

If you need any further assistance, please let me know😊

Barbara Allen-Guthrie

Thanks Reeta, I can confirm I am logged in as Admin then, now just need to sort why I cannot get the recent companies to display under the Previous file opening feature, otherwise useless having it.

Reeta

@Barbara Allen-Guthrie

If you’re logged in as the Admin, please update the “Set Number of Previous Company Files” setting to 3–4, or however many files you want Reckon hosted to remember.
Once you’ve set this number, close the company file and then open each company file that you want it to remember. Make sure you open and close each file at least once , this is what adds them to the “previous company files” list and can be seen under No Company Open window.

Please let me know how you go with that.

Barbara Allen-Guthrie

Ok I set to 4, then did the File Exit again, went to Control Panel and logged out of session.

Logged back in and now 2 companies but still see the 2025 file and not 2026.

Something is not right.

Reeta

@Barbara Allen-Guthrie ,

Just would like to confirm , When working in Reckon Hosted, did you open each of the four files one at a time, closing each file before opening the next one?

Acctd4

@Barbara Allen-Guthrie Did you not just update the existing company file ? If so, I suspect the confusion may be because it's been named "2025" ? 🤔 This doesn't mean it's the 2025 version though, it's just what someone has overwritten the name of the file name as!

If you prefer, you can rename it to "…. 2026" now, however each user will need to click on the newly-named company file initially to see/default it in their list.

You'll then need to perform the above steps again eg open/close newly-named "… 2026" file > Change Set number of previous companies back to "1" (this will remove all other company files from displaying in the list) 😊

However many previous company files you want displayed, open & close each one, then change the Set number … back to that total quantity.

(This is because it remembers your list access in real time order!)

Barbara Allen-Guthrie

Hi Reeta I have now and that worked, I can now see that working now.

All 2026 files are coming through file now.

Barbara Allen-Guthrie

Hi Shaz, I can't find how to just reply to you as I used to, so hope you see this.

Yes I updated and renamed all the files to 2026, and keep opening the Previous but it was showing 2025.

So now I think this is fixed, and shows the 3 main ones I wanted, it was a long process.

Reeta

https://community.reckon.com/discussion/comment/20662393#Comment_20662393

@Barbara Allen-Guthrie , Glad to hear that its all sorted😊

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