Notifications and in-app alerts

Where to find it

Top of the dashboard, above the page content, whenever it applies

✅ Common tasks

Renew a required connection

1. Open the re-authentication alert when it appears

2. Read why renewal is required (EU PSD2 rule, every 180 days)

3. Follow the alert to complete the re-authentication

4. Close the dialog once done

See Connection health and renewal for connection-specific steps.

Respond to an accountant access request

1. Read the banner naming the accountant requesting access

2. Click Accept to grant access, or Reject to decline

3. Wait for the button to finish processing

4. The banner closes automatically once handled

If you see "Something went wrong", just try Accept or Reject again.

Reconnect Slack

1. Read the banner asking you to reconnect Slack

2. Click Reconnect

3. Wait while it shows "Connecting..."

4. Complete the Slack authorisation flow that opens

5. Confirm the banner disappears once reconnected

If Reconnect is greyed out, you may lack permission — ask another team member to do it.

🔗 See also

• Connection health and renewal

• Accountant access requests

• Slack notifications

• Managed companies (accountant portal)

• Email notifications