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How do I re-authorise a bank connection?

Has your bank connection expired or is it about to expire? Click ‘Re-authorise’ under ‘Bank integrations’ to set up the connection again. This is required every 180 days.

A bank connection is valid for a maximum of 180 days, which is how long Payt is allowed to read your bank. After that, you need to re-authorise the connection. This applies to both the bank connection in Payt and the one in WeFact (depending on which one you use).

I have a bank connection in Payt

When does my bank connection expire, and will I be notified?

You will receive two emails from us when your bank connection is about to expire or has expired:

  1. One week before the connection expires, as a warning.

  2. As soon as the connection has expired.

Please note: as long as the bank connection has expired and has not been set up again, no new payments are imported. As a result, reminders may be sent for invoices that have already been paid.

Setting up an expired bank connection again

Re-authorising the connection takes a few minutes at most and must be done by someone who manages the bank account.

  1. Open the organisation settings from the organisation dashboard. You can find it by clicking the Payt logo in the top left, and then clicking ‘Organisation settings’ in the top right.

  2. Select the ‘Bank integrations’ tab on the left.

  3. Click ‘Re-authorise’ next to the expired bank connection.

  4. Follow the steps of your bank to give permission again and log in.

After that, the bank connection is valid for another 180 days.

Don’t see the ‘Bank connections’ tab? Then you don’t have a bank connection in Payt yet. In that case, read how to activate the ‘Reconciliation’ module.

Unable to set up the connection again right away?

Then pause the administration for reminders, so that no unjustified reminders are sent.

Sending an invitation to have the connection set up again

Is someone else responsible for the bank account, for example someone who doesn’t work with Payt? Then you can invite them to create the bank connection or re-authorise it. The recipient doesn’t need to be a Payt user and cannot do anything else in Payt.

  1. Open the organisation settings and select the ‘Bank integrations’ tab on the left.

  2. Click ‘Send invitation’ in the top right.

  3. Enter the recipient’s name and email address.

  4. The recipient receives an email that only allows them to manage the bank connection.

The invitation is valid for 2 weeks. Does the recipient need to receive the invitation again? Then send a new invitation.

I have a bank connection in WeFact

Our advice: switch to the bank connection in Payt

If you use a bank connection in WeFact and it is about to expire or has already expired, we recommend switching to the bank connection in Payt. Managing payments is then easier and more automated, because you no longer need to log in to another system to manage your payments.

Re-authorising the bank connection in WeFact

Do you want to keep the connection in WeFact for the time being? Then set up the bank connection again as follows:

  1. Log in to WeFact.

  2. Select ‘Bank’ on the left and open the ‘Bank accounts’ tab.

  3. You will see the message ‘Your bank authorization will expire in 12 days’.

  4. Click ‘Re-authorize consent’ and follow the steps of your bank.

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