Manage accounting connections

Wise-Pay has been enhanced with additional connections for better inter-connectivity between Wise-Pay, Wise-Sync, and accounting applications. Wise-Pay interacts with Wise-Sync and the cloud accounting packages to get the latest accounting data (such as invoices) and update the transaction status (for payments) in the accounting packages.

Managing Connections

The Accounting Connections screen, accessed via selecting Configure > Accounting Connections from the toolbar menu, displays your Wise-Pay connections. It shows the following read-only information:

Field

Description

Connection Type

The type of accounting connection that has been set up eg 'Company', 'Wise-Pay' or 'Service'.
This is set up via the Multi-Connection support article

Description

The connection type description.

Connected Organization

The connected accounting application organisation name.

Connected

The current connection status: valid or invalid. This is able to be validated by the 'Last Connection Test' process below. 

When the connection token is valid, a green tick is displayed. If the token is invalid, a red cross will be displayed. 

Last Connection Test

The date the connection test was last run.

The value of this field is driven by the 'verify access token' (ie question mark) icon. When you click this icon, Wise-Pay verifies if the connection token is still valid for this connection. The date will automatically update to the date the last connection test was run. 

Establishing a Connection

If any of these connections are broken, a message will be generated on the Wise-Pay dashboard with a link to the Accounting Connections page. Here's how to do it:

  1. Either click the Manage Connections button on the notification displayed on the dashboard, or navigate to Configure > Accounting Connections via the toolbar menu.

  2. On the Accounting Connections screen, look for the value of the Connected column to find which connection is broken.

  3. Click the Connect to this application icon (the first icon on the far right) to re-establish the connection. Wise-Pay directs you to your accounting package and allows you to select the organisation you need to connect to.

  4.  Select the organisation and click Allow access to re-establish the connection.

Testing a Connection

Wise-Pay uses access tokens to connect to accounting applications. There are multiple reasons for an access token to become unstable or broken when a token is no longer valid, such as:

·        An API error revoking the access code

·        Removal of the user who made the connection

·        Disconnection via the accounting application.

You can use the following steps to verify the validity of the access token used by a connection:

  1.  Either click the Manage Connections button on the notification displayed on the dashboard or navigate to Configure > Accounting Connections via the toolbar menu.

  2. On the Accounting Connections screen, look for the value in the Connected column to find which connection is broken.

  3. Click the 'verify access token' icon to verify the token.
    Wise-Pay internally verifies the token status and indicates the success (green tick = valid; red cross = invalid)

Note:

If you have created a new company in the accounting package, you need to follow the process to disconnect all connections and reconnect the new company to Wise-Sync. Only then will the connection appear in Wise-Pay. If the token is invalidated due to an API error, you will need to wait till the accounting package API revives.


P
Product is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.