Data Hosting - Sharing a Company File

How do I share a company file in Cashbook Plus! Data Hosting?

Sharing of a company file via Data Hosting allows other users to access your company file/s,

Before you start:

1. Make sure you have activated your Data Hosting account .Click on the following link: Data Hosting - Activate Account.
2. Make sure the user is a currently supported Cashbook Plus! client.

Step 1: Add a company for sharing,

• Click on Setup > Data Hosting menu option.
• Click on the Hosted Companies tab.
• Click on the Add button.

• Select the company you wish to host/share from the list, by clicking on the drop-down arrow in the Company box. e.g. Company 1
  
   
• You can select specific accounting year/s to share by clicking on the drop down arrow in the Don't sync year/before box. e.g. 2014.

Note: Picking a year from this list will stop Data Hosting from sending and receiving update for any year on or prior to the specificed year. For Example: If you select 2014 from the Dont sync year on/before box, you are only making the Current Year, 2016 and 2015 years available to another hosted user. (see below)

• Click OK to upload data.

• An Uploading data... window will appear.

The company will now appear in your Hosted Companies list.

• My Company:
  • Ticked if you are the owner of this hosted company.
  • Unticked if it has been shared with you.
• Users: If My Company is ticked, this will show how many users you have shared this company with. Otherwise it will be zero

Step 2: Share your hosted company with another user. (e.g. your accountant.)

The person you share your selected hosted company with, does not have to be registered for Cashbook Plus! Data Hosting but they must be a current Practical Systems client.

• Still in Setup > Data Hosting menu option.
• Click on the Invitations tab.
• Click on the Add button.
• Select company you wish to share/host from the drop down menu.
• Enter email address of the user you wish to invite to share your hosted company file with.
• Permissions:
  • Tick User can make changes to this company - this enables the user you are inviting, permission to edit/make changes to your company file.
  • Don't tick User can make changes to this company - this enables the user you are inviting, permission to see the lastest versions of your company file without having the ability to edit them.
• Click on the Send button.

• Tick the Show Accepted/Expired Invitations box, to see the company in the Invitations list: