Getting Started - IPA Books+

Creating a Portal account

On this page. Getting Started - New Users. Getting Started - Existing Users. Forgotten Password... Getting Started. Go to the Reckon homepage and click on the Login menu, then select IPA Books+.. Her…

Book Subscription Settings

In the Portal you can access the area to change your book name, deactivate your subscription, customise your book modules or transfer ownership of the book. Removing modules does NOT delete any data…

Demo Book

Your IPA Books+ access comes with a demonstration book containing pre filled sample data. It is a great place to start and learn how to navigate or to test out a process before actioning it in a live…

Creating a Book

IPA Books+ makes creating a new book an easy task by using the set up wizard. From the IPA Books+ Portal, simply click on Add Product on the top right of the screen and select IPA Books+ to get started a…

Navigation

On this page. Side Navigation Menu Themes Customisable Dashboard Breadcrumbs Quick Add Administration. Side Navigation Menu. The side navigation menu options displayed will be dependent on the module…

Users

From IPA Books+ Portal side navigation, click Account then Staff. When a book is first created, you will be the only user and by default be assigned an Administrator role. You can add other people within…

Powered by HelpDocs (opens in a new tab)