Bank controls depend on the current company’s management permission and accounting access. A person who can read saved activity may not be able to connect banks, change account selection or start a sync.
- Confirm that you are signed in to the intended workspace and have selected the correct company.
- Read the panel’s access and setup messages. A paused plan, capacity issue, provider setup or cleanup state can affect controls independently of your role.
- If management access is needed, ask the company owner or administrator to review your authorized access.
Do not use another person’s login to make a missing control appear. Changes should remain attributable to the person authorized to manage that company.
Describe the missing action precisely
A support report should name the control you expected, such as Connect bank account, Sync now or Map bank account. Include any visible explanation and whether you can still see saved transactions.
When access is restored, refresh the page before acting. Current server permissions decide whether the operation can proceed, so a control left visible in an old tab is not proof of current authorization. Review the connection and account selection again before saving a change.
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