Sage for Accountants upgrade

Posted By Sue Battson 3 months ago

Hi All,

my upgrade was completed today however all of my clients have my email address on their documents!

I've tried editing their details but it doesn't change the email, additionaly when I open the clients account, the message Hello Sue (my name) comes up.

Has anyone else had this problem and do you know how to fix it please?

Thanks for your help,

Sue

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0 Fallon Scott 3 months ago

Hi Sue,

Thank you for using Community Hub!

I see you chatted with one of our experts on the phone. Thought I'd drop a solution below in case other accountants run into the same thing and look for help.

So, this is just how Sage for Accountants works as you own the license, it puts your email in place of a client's until you’ve changed it within the settings.

We have some online guidance that will be able to help you with this, please see our guide here>

Regards,

Fallon

Sage UKI
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0 Fallon Scott 3 months ago

Hi Sue,

Thank you for using Community Hub!

I see you chatted with one of our experts on the phone. Thought I'd drop a solution below in case other accountants run into the same thing and look for help.

So, this is just how Sage for Accountants works as you own the license, it puts your email in place of a client's until you’ve changed it within the settings.

We have some online guidance that will be able to help you with this, please see our guide here>

Regards,

Fallon

Sage UKI
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Vote Up 0 Vote Down

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Sage for Accountants

Sage for Accountants upgrade

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