Pop up warning for csv imports. Overwritten data cannot be undone.
It is too easy to accidentally overwrite entries in the banking field that have not been appropriated. I recommend a pop up window brings a warning that reads something like ‘ Clear all existing entries in the transaction tab before you import ano...
Highlight the parent category in the item list for easier identification
In the item list is it possible to have the category either highlighted in bold or colour or different font size. For example I have a car brand which has a few different models, this will make it easier to read or locate items.
It would be very handy for Reckon One (or other Reckon product) account holders with more than one company attached to have the company name appear on monthly invoices, instead of just the invoice number and customer ID.
Add Power Automate as an integration alternative to Zapier
Reckon ONE currently supports most of its integrations through Zapier middleware. Power Automate (formerly MS Flow) is a similar tool offered by Microsoft at a better value.
Bank Loans are usually set up as Liability Accounts not Bank Accounts. Ability to reconcile is essential. At the moment, there is no option to reconcile a liablity account