How can I open two company files at once with Reckon Hosted?

  • 1
  • Question
  • Updated 5 years ago
  • Answered
I have tried to open another tab but keep getting the message - session has been disconnected and has been replaced on the original.
Photo of Carolyn

Carolyn

  • 160 Points 100 badge 2x thumb

Posted 5 years ago

  • 1
Photo of Kevin V. Russell

Kevin V. Russell, Accredited Partner

  • 5,580 Points 5k badge 2x thumb
You can't. Now wasn't that easy?
Photo of Carolyn

Carolyn

  • 160 Points 100 badge 2x thumb
Was pretty sure they showed on the webinar that additional tabs can be opened to access another file...
Photo of Kevin Russell

Kevin Russell, Accredited Partner

  • 52,754 Points 50k badge 2x thumb
Hi Carol, now I feel like a complete idiot. You see, I just did this exact thing myself. I don't know. Perhaps if you want to try it again. I haven't tried to use two different files. I can certainly connect to the same file in two different tabs. Thank you for making me aware.
Photo of Helen Hall

Helen Hall

  • 152 Points 100 badge 2x thumb
I have tried as well as I read that it could be done but keep getting disconnected.  I have 2 entities with interentitiy loans and it would certainly be useful
Photo of Helen Hall

Helen Hall

  • 152 Points 100 badge 2x thumb
Actually I have just managed to do it using two separate user id's
Photo of Carolyn

Carolyn

  • 160 Points 100 badge 2x thumb
Hi Helen,  Yes, I am able to open with separate ID's as well.  I was hoping that one ID would work therefore saving $$. Perhaps not...
Photo of Kevin Russell

Kevin Russell, Accredited Partner

  • 52,754 Points 50k badge 2x thumb
Interesting works for me with different IDs. Perhaps you cannot create two files with the same ID. Don't know. Haven't tried it.
Photo of lance arthy

lance arthy

  • 876 Points 500 badge 2x thumb
That is one feature worthy of being part of an upgrade (shudder at mention of that word). I wouldn't use it often but there are times it would be handy.
Photo of Jen Humphreys

Jen Humphreys

  • 60 Points
I thought they mentioned the new functionality of being able to open 2 different company files in 2 different windows in the webinar as well.  But I haven't been able to do it without being disconnected from the first company.  Can Reckon support please explain.
Photo of Ifti

Ifti, Product Owner

  • 6,616 Points 5k badge 2x thumb
Hi there,

Thank you for all for your posts in the community.

You can only have 1 session per account. Opening in a new tab will take over the current session.

If you have any more queries, please do let us know.

Thank you.

Ifti
Photo of Mirko

Mirko, Alum

  • 34,812 Points 20k badge 2x thumb
Adding to Ifti's point. There maybe some confusion, I know some tips stated running 2 tabs, from my understanding (and from what I've seen), is this:
  • You can run 2 sessions if you have multiple logins.
  • With one login, you can open multiple reports as PDF's in new tabs.
Cheers,
Mirko
Photo of Melissa Meeds

Melissa Meeds

  • 628 Points 500 badge 2x thumb
Yes would be great to open two files.  I look after a small business that runs both a Sole Trader & Company. There is only a need for 1 user/log in.  It is a pain having to do a transaction in one file and then close it down open other file process transaction then go back to other file (on Reckon Hosted) also on the desk top version, my boss has 5 different company files (this is my main job) and again it is such a pain when he moves money from 1 to the other has have to open and close each file :(
(Edited)

This conversation is no longer open for comments or replies.