Troubleshooting
Fixes for the problems that come up most often.
- A connection asks to be reauthorized
Connections are reauthorized periodically because the institution requires it. Reconnecting confirms consent and does not create a second connection or lose history.
- A connection stopped bringing data in
Connections lapse for ordinary reasons — a password change, a revoked authorization, a bank requiring re-consent — and reconnecting is almost always the whole fix.
- A number looks wrong
Work down four checks in order — the period, the source, what is uncategorized, and the records behind the figure — because the answer is usually the first one.
- A report is empty
An empty report usually reflects the period selected, a filter still applied, a connection not yet in place, or a figure held back for confidence.
- A team member cannot do something
What each person can reach is set by their role, then by which features the workspace has, then by whether the relevant connection is in place.
- A transaction is missing
Work down five checks: the date range, which account it belongs to, whether it is still awaiting categorization, whether it falls before your books start date, and how recently the connection last brought data in.
- An amount is in the wrong category
An amount under an unexpected heading is usually a categorization rule, a vendor recognized as something else, or a personal transaction not yet marked as one.
- An upload did not appear
An uploaded document becomes available once it has been read, which takes longer for a scan than for a digital file. Format, size and the destination folder are the other three checks.
- Getting help
Omnyra has three help routes: this wiki for how the platform works, the main chat for questions about your own business, and support for anything broken.
- I cannot see something I expect to
A missing screen, tab or figure is usually one of four things: your role, a connection, an unreleased feature, or genuinely no data yet.
- Report a problem from the chat
The Report a problem button in the chat opens a support ticket with the conversation already attached.
- Signing in
Sign-in rests on the email address, the password, and the second factor where it is enabled. Each has its own recovery route.
- Something appears twice
A duplicate customer, job or transaction is usually the same record arriving from two connected systems under slightly different details.
- Something did not send
A post, reminder or email that did not go out is nearly always a connection or an approval step rather than the message itself.