Getting Started PS Cloud

PS Cloud Remote Desktop Web Client is the best way to connect to PS Financials using a web browser. All PS Cloud users will be able to access PS Cloud Remote Desktop Web Client. No additional signup or installation is required.

PS Cloud Remote Desktop Web Client is an alternative method of connecting. If you prefer to still use the Remote Desktop connection file, you will need to download a new version of the file by following the steps in How to Download and Save your RDP Shortcut to your Desktop.

In some circumstances the feature may help you with screen rendering issues. It is also useful if your original remote desktop shortcut is unavailable and you need immediate access.

There are a number of restrictions when using PS Cloud Remote Desktop Web Client:

  • Your browser must be able to support HTML5 - most modern browsers will support this.
  • You cannot print to your local printer within PS Cloud Remote Desktop Web Client. You can still save a document to your PS Cloud drive (X:). This will allow you to print when you log in using the standard remote desktop icon at a later date.
  • You cannot access your local drives within the PS Cloud Remote Desktop Web Client.
  • You cannot copy files or formatted text to or from your local desktop.
  • You can log in using an iPad, but as it is an unsupported device, functionality is limited.

You can still access your PS Cloud desktop and Customer Specific (X:) drive and save any work as required until you can log in using the standard remote desktop shortcut.

Accessing PS Cloud Remote Desktop Web Client

  1. Navigate to https://webaccess.psfcloud.com/RDWeb/Webclient/.

    PS Cloud Remote Desktop Web Client may take a few minutes to load on first login on a new device, as it will need to gather your settings.

  2. The Sign in prompt is displayed. Enter your PS Cloud Username and Password and click the Sign in button.
  3. Select the Remote Desktop Icon on the PS Cloud Remote Desktop Web Client Home page.

  4. The Access local resources prompt is displayed. Click the Allow button.

    You cannot access the clipboard (you can still cut and paste plain text) or local printers, even if these check boxes are selected.

  5. The Connecting and Launching window is displayed.
  6. Your PS Cloud desktop is displayed. You have access to the Start menu along with File Explorer which provides access to your Customer Specific (X:) drive.

Fullscreen Mode

The Enter Fullscreen button displays the PS Cloud Remote Desktop Web Client using the full dimension of your screen.

To exit, press Esc on your keyboard or click the Exit Fullscreen button.

Unpin Navigation Bar

The Unpin Navigation bar button removes the navigation menu from PS Cloud Remote Desktop Web Client.

When the Navigation bar is unpinned, it is displayed as a small icon as per the following graphic.

To restore the Navigation bar, click on the icon. To repin the Navigation bar, click the Pin button.