How to Renew Expired Bank Connections

Modified on Thu, 24 Apr at 12:50 PM

Note: This guide relates to credit card expense receipts imported through Plaid . It does not apply to expenses imported through a custom-built integration, such as an AWS file importer.

Plaid creates an access token when you first connect your bank account to Beanworks. Depending on your location, the access token must be renewed periodically. Changes to the bank account or credentials, such as changing the username or password, cause the access token to expire. System Administrators and Expenses Administrators receive email notifications regarding this:

Seven days before the token expires.
Once the token expires.

To generate a new access token:

Click on the bank you need to update the token for.
Click Actions.
Select Renew Connection.

This process also updates the internal identifiers for credit cards and transactions. This can result in duplicate transactions, which can be deleted by an Expense Administrator or System Administrator. If a credit card is duplicated, contact the support team for assistance.