The Connection Management interface enables you to monitor, maintain, and control all your bank account connections in one centralised location, ensuring continuous and reliable automated transaction imports. Managing connections involves checking connection health, refreshing data synchronisation, reauthorising expired access, editing connection settings, and adding or removing linked accounts as your business banking relationships evolve.
Exacc displays comprehensive information for each connected account including bank name, account type, connection status, last synchronisation time, and current balance, providing immediate visibility into which accounts are actively importing transactions and which require attention. Connection status indicators use colour coding with green for healthy active connections, amber for accounts requiring reauthorisation or attention, and red for failed or disconnected accounts, enabling quick identification of issues requiring resolution.
Bank connections require periodic reauthorisation for security purposes, typically every 90 days depending on your financial institution's policies, with Exacc notifying you when reauthorisation is needed and providing simple one-click workflows to renew access without disrupting your transaction history. You can manually refresh connections at any time to force immediate import of the latest transactions rather than waiting for the scheduled automatic daily synchronisation, useful when you need current data for reporting or decision-making.
Want to learn the exact steps to effectively manage your bank connections? Follow our guide below for a detailed walkthrough of the connection management process.
Monitor, maintain, and control your bank account connections for reliable transaction imports
Your bank connections are now properly maintained - all accounts are active and syncing correctly, settings are optimised for your workflow, and you have complete visibility into connection health and transaction import status.