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PS Cashbook

Data Hosting - Accepting an Invitation

Summary

How do I accept an invitation to share a company from a Data Hosting user?  

Detailed Description

You will receive an email from the Cashbook Plus! client (via Practical Systems Data Hosting) who wants to share his/her company file with you.

  • Open Cashbook Plus!.
  • Click on Setup > Data Hosting menu option.
  • Open your email program.
  • Check your Inbox.
  • Open the noreply Practical Systems Data Hosting email.
  • Click on the Accept Invite button.

 

In Cashbook:

  • Click Yes to the following Confirm message:

 

  • This will open the Add Company " Company A" (or whatever the "name" of the company is.) window.
  • Click OK button to download the company data.

Downloading data window looks like this:

 

  • In the Hosted Companies tab.
  • The Company should now be in listed under Company Name.

 

  • Click on the Close button
  • You will now be able to open this company file in your Cashbook Plus!

 

 

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