Process to setup new book hung and now no permissions to edit or access via Dashboard

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  • Updated 4 weeks ago
Hi - trying to set up my first Reckon One book.

The book setup process appears to have got hung up and now the book seems stranded between creation and activation with no actions able to be taken. Could you please help 'unstick' this process or delete/restart the book opening process?

Details:

I filled in all details to the point of confirming the first transaction date and financial year, pressed submit and then the webpage seemed to hang with no resolution.

After waiting 10 minutes or so, I reloaded the website and tried to open the book from the Reckon One Customer Portal. This results in a blank dashboard with the message:

"You don't have permission to view any of the widgets.


In the mean time, check out the menu on the left to see what else you can do"

If I open the Account Settings/Staff/Application Permissions, the following message appears:

"Reckon One setup not complete, once complete you'll then be able to assign permissions to this user."

And this gives a red box that states Setup Reckon One now. Clicking on this box returns me to the non functioning dashboard.

Thanks for your help,
Michael

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Michael

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Posted 4 weeks ago

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Rav, Community Manager

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Hi Michael, sorry to hear your first Reckon One book didn't quite go to plan.

Can you shoot me your Reckon Portal account user name and the book name that was input when you went through the initial setup. Flick it through to community@reckon.com and I'll ask our devs to take a look.