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    Accessing Hashavshevet from Home: Choosing a Connection, Acceptance Tests and Cost Components

    Access Hashavshevet from home: choose a connection for your setup, arrange permissions and licensing, run acceptance tests and clarify costs and responsibilities.

    By 1iT5 min read
    An illustration of a laptop in a home workspace connected to a shared office server.

    Working with Hashavshevet from home should allow your team to use shared data, issue documents and save files in an approved location. Start by identifying your existing installation and choosing an access method that the providers approve for your configuration and licensing. Establish who approves the connection, which tasks will be tested and what the provider’s quote includes.

    Accessing Hashavshevet from home starts with identifying your installation

    The right connection method depends on where Hashavshevet and its data run today. Ask your IT owner to record the product name, installed release, database location and how employees connect in the office. Identify whether you have a standalone computer, workstations connected to a server or an existing remote workspace. Include the number of people who need simultaneous access, including your accountant, and connected systems: scanning, payment processing, inventory and document generation. The result should be an approved inventory of infrastructure and dependencies, rather than a guess based on a shortcut icon.

    Office access depends on the target computer, servers and office connectivity; check the operating system, permissions, power and internet. Cloud hosting depends on the provider’s server environment and access, requiring checks of Hashavshevet configuration support, licensing, integrations and migration; H-WEB depends on the online service and the user’s internet connection, requiring checks of workflows, data, permissions and a migration plan.

    According to the H-WEB website, the system is offered as cloud software as a service (SaaS), as a parallel system to Hashavshevet for Windows. This is a separate option from accessing your existing installation. Before choosing, ask Hashavshevet to confirm the compatibility of modules, reports, integrations and data, along with the licensing details relevant to your business. For further information, see Hashavshevet’s H-WEB page. Ask for the confirmation to specify its date of issue and the supported access environment.

    Access method

    What to check before choosing

    What must remain available

    Access to the office installation

    Approval of the connection method, operating system suitability, permissions and licensing

    Ask your IT owner to specify which computers, servers and network connections are required

    A workspace hosted by a cloud provider

    Approval of the access environment, Hashavshevet support for the configuration and the migration process

    Ask your infrastructure provider to specify the required service components and dependencies

    H-WEB as an online service

    Confirmation of workflow and data compatibility, permissions and a migration plan

    Ask your product provider to specify the supported access environment and connectivity requirements

    How do you connect using your existing infrastructure?

    Ask your IT owner for instructions that distinguish network login, workspace login and application login, with a contact for each service layer. Obtain an approved access address or profile, along with approval for the computer and account you will use. Ask them to specify which office computers and servers must remain available for the connection.

    For a cloud environment, ask your infrastructure provider to confirm the supported workspace and connection tools. According to the H-WEB website, users sign in to the software with Google or Microsoft accounts. Ask the provider to confirm which accounts and authentication methods are supported in your environment, and check separately whether multi-factor authentication is enforced. Do not install a standalone copy of Hashavshevet at home without instructions from your software provider and IT owner.

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    1. Prepare the access environment
    Responsible: the IT owner, in coordination with the infrastructure provider and software provider. Configure an authorized computer, an individual account and an access profile for the selected method. Verify that the required data and integrations are available in the target environment. Required documentation: approved login instructions, a list of dependencies and contact details for each service layer, without passwords.
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    2. Test signing in from home
    Responsible: employees, with support from the IT owner. Sign in with your individual identity, complete the configured authentication and open the correct company. Required documentation: the test date, the tester’s identity and the login result. If a screenshot is required, hide financial information and sensitive identifying details.
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    3. Approve simultaneous access
    Responsible: the finance manager and IT owner. After confirming usage rights with the providers, test working from the office and home using different identities and appropriate permissions. Required documentation: licensing confirmation and a record of users, actions and results, including any impact on other employees.

    How do you protect accounting data?

    Check with the person responsible for legal matters which legal requirements apply to the information and remote access to it. Refer them to the Israeli Privacy Protection Authority’s guide as well. Document the confirmed requirements and who is responsible for implementing them. Distinguish between legal obligations, commitments defined in the service agreement and operational recommendations; the checklist in this article does not constitute confirmation of legal compliance.

    Check encryption, authentication appropriate to the business’s applicable obligations, security updates and device protection, and define what users may download, copy and print. Assign role-based permissions and, when an employee leaves, close the access account and system permissions as needed.

    As an operational recommendation, configure multi-factor authentication at the appropriate access layer and verify that it is enforced. According to Microsoft’s documentation, RD Gateway can be integrated with Microsoft Entra multifactor authentication using the NPS extension. Ask the provider to confirm the configuration, supported authentication methods and licensing required for the integration. See also the guidance on planning access through RD Gateway. Do not expose direct desktop access to the internet as a shortcut. Your IT owner should check security updates and device protection, and define what users may download, copy and print. A personal computer shared with household members is not an appropriate default for financial work.

    The finance manager should separately approve permissions for viewing data, entering transactions, generating documents and administrative actions. Update permissions when roles change, and close both remote access accounts and application access on departure as appropriate. Verify that replacement employees can perform their duties with their own accounts, without receiving a former employee’s password. Document the approver and the permission check using a standard account. The business password management guide also helps organize shared access where it is necessary and permitted.

    How do you test printing, files and connection issues before the working day?

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    1. Test printing
    Responsible: the IT owner and accounting lead. When connecting through Windows Remote Desktop Connection, check Printers on the Local Resources tab and review the server policy. For other access methods, follow the provider’s instructions. Print a test document without sensitive information and check Hebrew text, alignment and paper size. Required documentation: an approved print sample and a record of the computer, printer and connection method.
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    2. Test files and document attachments
    Responsible: the accounting lead, with assistance from the IT owner. Generate a PDF, export a report to Excel and attach a scanned document, where these actions are supported and required in your configuration. Record where each file is saved and who is authorized to open it. Do not enable unrestricted drive and file transfers to resolve an isolated difficulty. Required documentation: test files in an approved organizational location and confirmation that permissions are appropriate.
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    3. Test resuming work after a disconnection
    Responsible: employees and the IT owner. In a test environment or a preapproved scenario, test reconnecting and verify the status of the operation before attempting to issue a document again. Required documentation: the reconnection result and confirmation that no duplicate document was created.
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    4. Approve the acceptance test results
    Responsible: the finance manager, in coordination with the IT owner. Compile the connection and task test results, assign responsibility for each issue and determine which problems prevent work from starting. Required documentation: a list of results and issues with assigned owners, and approval to start work.

    Instructions for checking printer redirection over a Windows connection are provided in Microsoft’s documentation on troubleshooting printer redirection.

    Issue

    Employee’s first check

    IT team’s check

    Login fails

    Approved address, account and error message

    Account lockout, authentication and access service

    Office computer unavailable

    Whether this is the correct target computer

    Power, sleep mode and connectivity

    Disconnections or slow performance

    Whether other services at home are also affected

    Home and office connections, server load and task scheduling

    Printer does not appear

    Whether it prints locally

    Redirection, policy and compatibility

    Exported file cannot be found

    Save path in the export dialog

    Permissions and an agreed organizational path

    Which cost components and responsibilities should the quote cover?

    The total cost includes software licensing, access rights, infrastructure, setup and ongoing operations. Request a quote in shekels that separates Hashavshevet and module licensing, connection tools or server licensing as needed, storage, backup and support. According to Microsoft’s RDS licensing documentation, RDS CAL licenses are offered per user or per device. Request confirmation that the licenses are appropriate for the server version. The Windows Server 2025 licensing guidance does not replace the license terms. Ask your hosting provider to specify in writing which licensing model applies to the quote and what it includes, and verify usage rights with Hashavshevet. Ask for the confirmations to specify their dates and the configuration they cover.

    Request a quote in shekels separating Hashavshevet and module licensing, connection tools or server licensing as needed, storage, backup and support. For migration to a cloud server or H-WEB, also request details of data migration, report and integration adjustments, acceptance testing and training.

    For a migration to a cloud server or H-WEB, request an itemized scope covering data transfer, report and integration adjustments, acceptance testing and training. For each component, specify the responsible provider, the expected deliverable and whether it is included in the price or requires an additional payment or agreement. The finance manager and IT owner should jointly approve the migration date, how balances will be verified and a rollback plan if testing fails. Also compare support hours, provider dependencies and the ability to retrieve your data when the service ends. These matters need to be addressed contractually; the operational recommendations in this guide do not automatically make them provider commitments.

    A cloud server does not demonstrate that a recoverable backup exists, and a fast home connection does not guarantee fast system response. Request documentation of what is backed up, where backup copies are stored, how much data might be missing after a restore and the agreed recovery time objective. Assign responsibility for problems involving software, infrastructure and internet connectivity, and request evidence of a recovery test. Recovery testing and backup monitoring are part of operational readiness; availability and response times depend on the service agreement and actual conditions.

    Frequently asked questions

    What should you check before working on a Mac?
    Ask your product provider and IT owner to confirm support for your macOS version, connection tool and peripherals. Run the acceptance tests on the computer you will actually use, and document any limitations or approved alternatives.
    Coordinating responsibilities for access from home
    Talk to us about your access needs when working from home, and check the quote to see which responsibilities are included and which require an additional agreement.
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