Settings

Reckon One

Direct API integration for posting transactions.

Not connected

Connect to post transactions directly to Reckon One.

Square POS

Read-only access to payment history for treasurer reporting.

Run the connection test to verify credentials.

Stripe

Coming soon

Stripe API integration coming soon. Use CSV upload on the Allocation tab for now.

Bank Account Mappings

Map each bank account to its Reckon account code. Saved to browser localStorage.

Bank - Trading Account
Bank - Cards Petty Cash Account
Bank - Asset Renewal Account
Bank - Asset Renewal Term Deposit

Note: Bank mapping persistence via localStorage will be added in a follow-up.