---
title: "Re-authenticate a Bank Connection"
slug: "direct-bank-connections-re-authenticating-connected-bank-accounts"
description: "Re-authenticate a lapsed direct bank connection from Bank Activity or the Bank Account record by re-entering credentials."
updated: 2026-08-05T20:43:12Z
published: 2026-08-05T20:43:12Z
canonical: "docs.restaurant365.com/direct-bank-connections-re-authenticating-connected-bank-accounts"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Re-authenticate a Bank Connection

[Direct bank connections](/doc/docs/direct-bank-connections-overview) can be re-authenticated from the [Bank Activity page](/doc/docs/bank-activity-page) or the [Bank Account record](/doc/docs/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](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access).

---

## 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**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HJ7J9LUB.png)

****2)** Click the arrow next to **Retrieve** to open the menu, then select **Manage bank connections.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZR270R2S.png)

****3)** If the connection has lapsed, an alert shows which accounts require reconnection.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-161L9LXV.png)

****4)** Select **Reconnect** under the required bank account.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YMFTGO44.png)

> [!TIP]
> **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.

> [!NOTE]
> 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.

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