Just these help pages, not phone support or the product itself
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The Online businesses page displays a list of all online businesses for your practice.
All listed online business details are read only.
The information displayed for online business is:
client name ( or Link to client hyperlink if the business hasn't been linked to a client)
business type
business subscription status, if appropriate.
For each business: uncoded transactions, last transaction and last reconciliation are also listed, if available.
Your AccountRight and Essentials Accounting businesses are linked to a specific client, whereas your Essentials Cashbook businesses are linked to a practice.
If the last reconciliation date is zero or not valid, then you'll have a no transaction message displayed for the business on the Accounting > Online businesses page.
View the transactions for a specific business, by clicking the business name. The original ledge program opens in another browser window/tab. For example, if you select a business using Essentials Cashbook, a new browser window/tab opens displaying the ledger transactions in Essentials Cashbook.
At this stage, you can only view transactions for Essentials Accounting, Essentials Cashbook or Ledger.
Search for an online business
By default, your client online businesses are displayed in alphabetical order. To search for an online business, start typing a business name in the Search text field. The search results display from which you can select your online business. To return to your full list of online businesses, delete the text that you entered in the Search text field.
Filter your online businesses
See Filtering your online businesses for more info.
Sort your online businesses
You can sort your list of online businesses by clicking any of the column headings to display the list in ascending or descending order. You can also sort you online businesses by business type. Click the sorting button which, by default, is labelled All businesses. Select the appropriate business type from the list. Your online businesses list will update to only display the selected business type. You can further search the sorted list by entering a business name in the Search text field.
Create a business
See Creating a new AccountRight business or Creating a new Essentials business for more info.
Link an online business to a client
See Linking an online business to a client for more info.
Contact your client
For the selected online business that has been linked to a client, click the client name below the business name. The client's contact details are displayed. Click your client's listed mobile number or landline number to contact them directly. This can be done easily on a mobile phone or a phone application installed on your computer. Click you client's email address to open your default email program and send them an email.