Last updated: 16 Jun 20262 min read
Account Connections
What This Does
The Account Connections page gives a master view of which clients and groups are connected to which Finexo Books organisations. You can connect or review connections for all clients in one place without going into each client individually via Tracking & Billing.
Finexo Books mode only. When Finexo Books is not enabled, this page shows: "FinexoBooks is not enabled or no organisations are configured. Please enable FinexoBooks and add organisations in Fees Tracking Settings."
The Page
Tabs
| Tab | Description |
|---|---|
| Clients | Shows connection status for individual clients |
| Group | Shows connection status for client groups — same layout as Clients tab |
Search
Search by client name to find a specific client quickly.
Connection Matrix
The table shows clients as rows and Finexo Books organisations as columns. Each cell shows the connection status:
| Status | Description |
|---|---|
| Connected (green) | This client is linked to this Finexo Books organisation |
| Connect (button) | Click to link this client to this organisation |
Clicking Connect opens the same modal as in Tracking & Billing:
- Connect with Existing Account — search and select an existing debtor account in Finexo Books
- Create a New Account — create a new debtor account using the client's PMS details
Pagination: 10 / 25 records per page.
Actions
| Action | Description |
|---|---|
| Connect | Links a client to a Finexo Books organisation |
| Search | Filter the client list by name |
| Switch tab | Toggle between Clients and Group views |