Payment Summaries for emailing disappear from the Send Forms area
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Reckon FAQs
Reckon Staff Posts: 357
This is a problem peculiar to a multi-user environment.
Payment Summary PDF files are saved on the user's local PC and Accounts Business has a link to these Payment Summary PDF files.
If another user logs into the Send Forms area before you do, the link between Accounts Business and your Payment Summary PDF files is broken - you can no longer see the Payment Summaries you prepared.
You will need to re-generate the Payment Summaries and email them immediately.
regards,
John
Payment Summary PDF files are saved on the user's local PC and Accounts Business has a link to these Payment Summary PDF files.
If another user logs into the Send Forms area before you do, the link between Accounts Business and your Payment Summary PDF files is broken - you can no longer see the Payment Summaries you prepared.
You will need to re-generate the Payment Summaries and email them immediately.
regards,
John
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