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Refresh or import an existing ledger bank account

3 min readAdministrators

Use this flow to refresh an existing bank account from your connected ledger, or to continue, cancel, or review an original refresh request. You can only work with the current company and the same saved request; no new financial replay is started from this screen.

Before you start

  • You must be an administrator with access to the current workspace.
  • The connected ledger must already be selected for the current company.
  • For continuing an original refresh, you need the original saved request key shown by Finanly.
  • Some actions require the account to have a verified ledger link and currency before you can continue.

Refresh an existing account

Use this when you want to refresh details for a bank account already listed in your connected ledger.

  1. Open the bank account refresh screen.
  2. In Existing account, select the account you want to refresh.Existing account
  3. Check the details shown under the selection. If Finanly says the account needs review, fix the ledger link or currency in your ledger before continuing.
  4. Select Refresh existing account.Refresh existing account
  5. If Finanly asks for a review, complete the review using the information shown on screen and try again.

What the list means

The list shows existing ledger bank accounts for the current company. Some accounts can be refreshed right away, and others need review first.

  • A blank or unavailable currency means the account is not ready to refresh.
  • Ending digits, when shown, are only for identifying the account you already know.
  • If an account cannot be refreshed, Finanly shows a reason such as a missing ledger link or missing currency.

Continue the original refresh

If you already started a refresh and Finanly saved it, you can continue that original request instead of starting over.

  1. Open the saved original refresh card.
  2. Select Check original refresh to see the latest saved status.Check original refresh
  3. If the refresh is ready to proceed, select Continue original refresh.Continue original refresh
  4. Keep the original saved request key if Finanly shows that the request was not found yet.

Cancel an unsent refresh

Use this only when the original refresh was prepared but not sent.

  1. Open the saved original refresh card.
  2. If the status is still prepared, select Cancel unsent refresh.Cancel unsent refresh
  3. Do not use cancel if Finanly shows the refresh is queued, running, or has an unknown acknowledgment.

Review an updated or finished account

If the connection changed or Finanly shows an unverified or finished result, you can close the finished request and review the updated account details.

  1. Open the saved original refresh card.
  2. If Finanly shows a connection change, failed result, or unverified result, select Review updated account.Review updated account
  3. After Finanly closes the finished request, review the current account details before starting another refresh.

Expected result and common recovery

  • When the refresh succeeds, Finanly confirms the existing account details and saves the confirmed result for that saved request.
  • If the original request is not found, keep the original key and check again later.
  • If Finanly says the ledger connection changed, reload the current list and review the account again before continuing.
  • If Finanly says the request was cancelled unsent or closed after finish, use the current account list and start a new review from the current state only.

Updated

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