cant access charity account

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  • Updated 10 months ago

My friend asked me to help with her charity accounts.  When I try to login with her username and password, Reckon automatically goes to an account in my name - an ancient account from years ago when I bought their software.

how can I get in? do I need to be "subscribed"?


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Neil Cutler

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Posted 10 months ago

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David Elliott FCA

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Suggest your friend adds you as "staff" to her subscription.  She should go to " Account" in left column of opening window displaying "Open" button > Staff > Add staff >etc
Cheers .. David
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Rav, Community Manager

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Hi Neil,

David is correct, your friend will need to share their book with you. There are two ways of actioning this which you'll find below -

I'll also add how to access a shared book.