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How can I reconnect an Organisation?

Disconnections do occur from time to time, unfortunately. We are closely monitoring this problem and are working on it.
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If an ApprovalMax Organisation gets disconnected from the accounting system, the Administrators are notified and need to reconnect. This procedure works the same whether you’re connected to Xero, QuickBooks Online or NetSuite; here, we’re showing it for Xero.
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This is how you reconnect an Organisation:
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  • In the main menu, find your Organisation, then go to Organisation settings and connections. Click on RECONNECT and authorise access to the accounting system.

  • Alternatively, go to Approval workflows under Workflows and settings. Click on RECONNECT and authorise access to the accounting system.
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For a quick video overview, check out the below:
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