Your First Login

Every new User receives an email providing a User Account Activation Link. Use the link in the email to activate and configure your account.

1. Click the link in the Email.

2. The Account Setup screen opens with Step 1: Set up your account, active.

   

3. Review the User ID, and make changes if desired, making sure it adheres to User ID Requirements.
   NOTE: The Master Administrator User will need to enter an ID in the blank User ID field.

4. Enter a password, making sure it adheres to Password Requirements, in the Password field.

5. Re-type the password in the Confirm Password field.

6. Check the “Remember me on this computer” box to set a cookie on your computer that will automatically auto-fill your User ID each time you access the ReceivablesPro login screen.
   NOTE: This is an optional step. If you check the box now, you can remove the remember me cookie by unchecking the box on the ReceivablesPro login screen. (See the note below.)

7. Click the “next” button.
   NOTE: If there are any errors in Step 1, for example if the Password and Confirm Password field do not match, you will see an on-screen error. Correct the problem and click “next” again.

8. The Step 2: Security Questions screen opens.

   

9. Select a question from the first Security Question drop-down box and type the answer to the question in the first Security Answer field.
   NOTE: The answer is not case sensitive.

10. Select a question from the second Security Question drop-down box and type the answer to the question in the second Security Answer field.

11. Select a question from the third Security Question drop-down box and type the answer to the question in the third Security Answer field.

12. Click the “done” button to record your questions and answers, and activate your account.
    NOTE: You are required to select three unique questions and provide three unique answers. If you do not, you will see an on-screen error message. Correct the problem, then click “done” again to activate your User account.

13. You will be logged in to ReceivablesPro and shown the Dashboard.

The next time you log-into ReceivablesPro, use the User ID and Password you just set.

NOTE: You can review and change your security questions and password from the Settings--> Configuration--> Account Access screen. (See Account Access in Chapter 8 for instructions on how to do this.)

If you do not check the “Remember me on this computer” box when you account is initially activated, you can set the remember me cookie from the ReceivablesPro login screen at any time. To do this, check the “Remember my user ID” box. You can uncheck the box from the login screen at any time to remove the cookie and clear your User ID for future logins.

SPECIAL STEP FOR THE MASTER ADMINISTRATOR USER Upon the Master Administrator User’s first log-in, the Accept Terms of Service screen is displayed. The Master Administrator must review and accept these terms (by checking the box and clicking the “Submit” button) in order to gain access to the ReceivablesPro system.

Next >