Occasionally, your Organisation might get disconnected from your accounting platform. This can happen for various reasons, for example, if the permissions of the user who originally established the connection have changed. Other reasons include network interruptions or system updates, which may temporarily disrupt the connection.
In most cases, the issue can be resolved by reconnecting to ApprovalMax. In some cases, you may also need to check and update the connection settings in your accounting platform before proceeding.
To reconnect:
In the main menu, go to your Organisation and click first on Approval workflows, then on the RECONNECT button: If the connection does not restore, check the "Connected Apps" section in your accounting platform, disconnect ApprovalMax if listed, and then retry the reconnection process.
Alternatively, go to Organisation Settings and Connections and click on the RECONNECT button: If this method fails, ensure the old connection is terminated in you accounting platform and repeat the reconnection process in ApprovalMax.
If you've tried this solution and you're still having difficulties reconnecting to your accounting platform, please get in touch with our Customer Support team. We're happy to troubleshoot further.