Renew a bank connection
Understand bank connection statuses and refresh open banking consent when a connection expires.
In Banking, you can review connected account status and last sync.
Banks ask you to confirm access to your accounts every 180 days. This is a security rule of European open banking (PSD2). A bank can also close the access earlier. When the access stops, Numonis does not receive new transactions until you sign in to your bank again. Your transaction history stays in Numonis.
How Numonis reminds you
Numonis tells you before the access stops, so the sync does not stop:
- 14 days before: a yellow notice appears in Banking and in Asked of you on the dashboard. The admins of your company get an email and a notification in the app.
- 7 days before: the admins get a reminder email.
- 1 day before: the admins get an email and a notification in the app.
- When the access stops: if the 180-day permission ended, the yellow notice Renew your bank connection appears. If the bank closed the access early, the yellow notice Your bank ended the connection early appears. In both cases, the admins get an email and a notification in the app.
- 3 and 7 days after: if the access is still stopped, the admins get a reminder email.
Your accountant sees the same state and gets a notification 1 day before and when the access stops. Only a person with access to the bank can renew the connection, so your accountant cannot do it for you.
You can renew early. The new 180 days start on the day you renew.
Connection status
- Active: the connection is working and can synchronize transactions.
- Pending: the connection is being created or updated.
- Reconnect needed: the bank closed the access or the permission ended. Sign in to your bank again before new transactions sync.
- Error: the bank or provider rejected the latest action or synchronization failed.
- Disconnected: synchronization is off for this connection.
When you only need to wait
Sometimes the bank does not answer or limits the automatic reads of the day. The permission stays active and you do not need to reconnect. If no new transactions arrive for a day, a gray notice Your bank transactions are delayed appears. Numonis tries again automatically and downloads what is missing as soon as the bank answers.
How to renew it
- Open Banking. You can also press the item in Asked of you on the dashboard or the button in the reminder email.
- In the notice, press Renew now. If the access already stopped, press Renew, or Reconnect when the bank ended it early. The Connection settings window opens.
- Press Refresh connection.
- Sign in to your bank and confirm the access.
- Return to Numonis and wait for the bank account to update.
If no notice appears, open the connection settings of the affected bank account from the account selector.
What happens next
Numonis syncs transactions again. It can take a few minutes to show the latest information, depending on the bank and the period that needs to update.
Common problems
The refresh action does not appear
Write to Numonis support through Communication and include the bank, affected bank account, and last update date.
The bank rejects authorization
Check that you are using the correct credentials and can sign in to online banking. If the bank shows an error, wait a few minutes and try again.
Transactions are still missing
Review the selected period and last sync date. If transactions are still missing, write to Numonis support with the bank account and affected dates.