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Hi @ACMC, welcome back to the Reckon Community and great to hear you're starting out with Reckon One 🙂

When it comes to sharing and access, Reckon One is really flexible and allows you to customise the access you give to other users. We call these 'roles' in Reckon One and they allow you to provide specific levels of access to others users you share your book with.

If your accountant is requesting admin access to the book, then yes you're correct it will grant the ability to view but also change anything in the book ie. essentially the same level you have as the owner of the book.

Ultimately, the decision is yours if that's the level of access you'd like to provide however if not, you can give them a different permission level (role), or you can even create your own custom role with access to specific areas/tasks. You've mentioned your new accountant hasn't previously used Reckon One so it may be more prudent to provide them with view access while they become accustomed to their way around, just my thought and you obviously don't have to follow that.

I'll add some info on roles in Reckon One here and it also covers how to create custom roles as well - https://help.reckon.com/article/zqu9cvq2x1-kba-5613-creating-a-new-role-for-a-user-in-reckon-one but please let me know if you have any questions.

Hi @Anita ,

Hey, have you tried using the Show More option to customize the report? It should let you sort accounts in order and show all the subaccounts. In the P&L and in all other reports, you can click on the amount to see what makes up that account.

I hope it helps.

I'm 95% sure you'll have to take care of the transactions individually. I guess it doesn't allow you to delete transactions via deleting an account as a safeguard so that you don't delete mass transactions in error