Data Hosting - Edit a Hosted Company.

Data Hosting - Edit a Hosted Company.

Data Hosting - Edit a Hosted Company

Step 1. Select Data Hosting

  • Click on the   Setup  >  Data Hosting   menu option
  • Click on the  Hosted Companies  tab
  • Click on the company you wish to edit, so it is highlighted blue.
  • Click on the  Edit  button

 

In the  Edit Company  window, the owner of a Hosted Company can:

  1. Delete an accounting year from the  Hosted Years  list
  2. Select/Sync accounting years to/from the Hosted Years list
  3. Delete a person with access to this company

 

Step 2. Deleting an accounting year from the Hosted Years list

  • Click on the accounting year you wish to delete in the  Hosted Years  box
  • Click on the  Delete  button

 Click  Yes  to the following  Confirm  message:


Note: This will delete the accounting year from the list of Hosted Years but it will not delete this accounting year in Cashbook.

Step 3. Don't sync years on/before option.

  • Click on the  Don't sync years on/before  drop-down arrow and choose an accounting year.

  1. Picking a year from this list will stop Data Hosting from sending and receiving updates for any year on or prior to the specified year. This only effects this computer and will not impact any other people this company may be shared with. 
  2. For example, choosing  2016  means that you are only making the  Current Year  available to another hosted user. (see below)
  3. Click on the  OK  button to save changes.


Step 4. Delete access to one of your hosted companies for a user

  • In the People with access to this company section:
    • Click on the  Email Address  of the user you wish to revoke access, so it is highlighted  blue.
    • Click on the  Delete  button.

  1. Click  Yes  to the Confirm message: 'Are you sure you want to delete access to this company for " user@practicalsystems.com.au "?'
  2. Email address has been removed from the  People with access to this company  list.
  3. Click  OK  to save.

 

Note: When the user next opens this company, they will receive an  Information  message informing them that this company for them, is no longer a hosted company. They will still be able to open the company in Cashbook but this will stop Data Hosting from sending and receiving updates to and from this user.

Article ID 1802