How Do I Change My Password?
On the login screen click
Enter login email address, click
An email will be sent with a link to allow a new password to be entered


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How Do I Change My Password?
Click FORGOT PASSWORD? on the login page Enter your login email Click Reset Password to send the link via email Click the link in the email, enter the new password and confirm it Use the new password for future logins to the system,
How Do I Change / Update My Email Address?
Click Settings Click Company Details Change the email in the Email box Click Save Note: Use the updated email to log in from now on
How do I change my Bank Account Name?
The names used on the Bank Accounts affect the default bank account presented when recording transactions. The default bank account will be an account named Current Account if present otherwise it's the alphabetic first bank account. Bank accounts ...
How Do I Setup the Data Linkage with the FCA - Settings/Integrations
Login to the FCA system. Click Firm & User Administration, followed by Manage Web Service Account Click Add Account Enter an Account Name (suggest firm FRN followed by MyRegData eg 123456MyRegData) and Password (note FCA policy guidance then click ...
How Do I Change My Year End?
Click on Accounting Click on the Pencil Icon Enter the Start Date and the End Date Click Save Note: Ensure there are no date gaps between periods