Connection health and renewal

Where to find it

Settings → Connections

✅ Common tasks

Review connection health

1. Open Settings → Connections.

2. Check each connection’s status, last synced time, and friendly name.

3. Look at the connection owner’s name to see who can renew it.

4. Check whether transactions are hidden before a cutoff date for bank links.

Removed connections do not appear in the list.

Check expired connections

1. Open the expired connections view for your organisation.

2. Look for expired bank connections that need renewal.

3. Check whether any accounting connection is marked expired.

4. Use the connection owner’s email to identify who controls renewal.

Expired bank connections are shown separately from the accounting-connection flag.

Renew a bank connection

1. Open the expired bank connection banner.

2. Start the re-authentication flow.

3. Follow the bank’s re-authentication prompt.

4. Return to Connections and confirm the status updates.

Renewal is tied to the connection owner, so permissions matter.

🔗 See also

• Banking connections

• Managing multiple synced bank accounts

• Accounting connection settings

• Settings and user preferences

• Onboarding: bank connection and Peppol setup