We have 3 Reckon USERS (user accounts) that we "share" between 6 people and two accountants. The accountants only need the odd time and some of our staff only log on to enter and invoice or view a report. We split our USERS by physical branch so easier then to communicate who is logged on as if you log on when someone else is logged on you terminate their session.
Thank you Shayne.
I understand about the 'Users' and only one logging in at any one time. But I have a client who has shared her file with her bookkeeper and when I log into Reckon Accounts Hosted and try to share the file with myself (through Control Panel), the company file is not listed to 'share'. We cannot get into the company file as my client has forgotten her password (she didn't think she changed it but it won't let her in). So I thought I might have been able to 'Share' the file (in Control Panel) and log in as another User. Anyway, it wouldn't let me so I am assuming you are only allowed to 'share' a file with one external party.
I dislike community forums. I want to ask Reckon a question and I want an answer from Reckon. Instead we are forced to post questions on this community forum and wait for lovely Reckon users, such as yourself, to comment.
The person who uploaded the file ie. your client needs to share the file to you. You cannot share their file to yourself, you can only share your own files (that is, the files you upload).
There is no limit to the number of people you can share it to, however each user must be a paid Reckon Accounts Hosted licence holder.
If your client has forgotten their password, they can go through the "Forgotten Password" option on the login page of Hosted here
If you're not a fan on Community forums, Accounts Hosted includes free live phone support so that you can speak to a technician on a one-on-one basis.
I logged in with my client's user name and password and went into their control panel to share the file. I always do this when sharing my client's file - it's just easier for me to do it then try and explain to them how to do it. Ok - thank you - so you can share the file with several Reckon licence holders. I must be doing something wrong. I will have another go.
Re: Password - It is the company file password not the password to get onto Reckon Hosted that is the problem. My client rang Reckon and got a very rude consultant named Suzanne and got the run around and was told it would cost $300+ for Reckon to look at it.
After discussing the situation with my client, we have realized there never was a password on that company file - it is a new company file they setup when they changed from a partnership to a company 12 months ago and the old partnership Reckon file had a password but the new one does not. It is the new one she cannot get into and she logs into it regularly every couple of days. She had a short break while her laptop was getting fixed and now it is asking her for a password. My client is going to ring Reckon again and explain that and see what Reckon can do for her.
Thank you for your assistance.