Direct bank connections can be re-authenticated from the Bank Activity page or the Bank Account record. Reauthentication requires entering financial institution credentials to restore the connection to R365.
Security
The following permission is required to re-authenticate a bank connection:
Banking → Bank Activity → Manage Bank Connections
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Re-authenticate a Bank Connection from Bank Activity
To re-authenticate a bank account, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Bank Activity page.
A) Open the Accounting application.
B) Expand the Banking category.
C) Click Bank Activity.
2) Click the arrow next to Retrieve to open the menu, then select Manage bank connections.
3) If the connection has lapsed, an alert shows which accounts require reconnection.
4) Select Reconnect under the required bank account.
R365 Tip
Use Check connection status to view all bank account statuses. This option applies only to Finicity connections
5) Enter financial institution credentials on the login screen.
Login screens may differ depending on the bank connection used and the financial institution being connected.
The first retrieval after reconnection may take longer than usual while the connection reestablishes.
Login screens may differ depending on the bank connection used and the financial institution being connected. The first retrieval after reconnection may take longer than usual while the connection reestablishes.
Why Transactions May Not Appear Immediately
Bank transactions may not appear on the Bank Activity page right after reconnecting. Transaction data is pulled in through a nightly aggregation process, so full activity retrieval may not complete until the next cycle runs. This is expected behavior, not a sign that reconnection failed.
FAQ
Why don't I see my bank transactions right after reconnecting?
Transactions may take longer to appear after reconnecting while the connection reestablishes. This does not indicate a failed reconnection.