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:
-
Delete an accounting year from the
Hosted Years
list
-
Select/Sync accounting years to/from the Hosted Years list
-
Delete a person with access to this company
Step 2. Deleting an accounting year from the Hosted Years list
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.
-
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.
-
For example, choosing
2016
means that you are only making the
Current Year
available to another hosted user. (see below)
-
Click on the
OK
button to save changes.
Step 4. Delete access to one of your hosted companies for a user
-
Click
Yes
to the Confirm message: 'Are you sure you want to delete access to this company for "
user@practicalsystems.com.au
"?'
-
Email address has been removed from the
People with access to this company
list.
-
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