BokepingFix AI assistant connection problems
Solve missing permissions, repeated sign-ins, the wrong company, drafts you cannot find, and expired download links.
Start by asking your assistant: “Which Bokeping company and permissions is this connection using?” Its answer names the company, the permissions it has, and the ones it is missing. Most problems below show up there.
The assistant says it cannot see something
Section titled “The assistant says it cannot see something”For example, it can read invoices but says it has no access to bills.
- The permission was not granted. Add it: reconnect from your AI app, keep the same company, and tick the permission on the approval page. Your other permissions stay ticked. See Add a permission later.
- Your role does not allow it. The assistant can never see or do more than you can in that company. Ask an owner or admin whether your role should include it.
- You removed the permission recently. Your AI app can keep listing the related tools for up to 15 minutes. Bokeping refuses those calls; the list corrects itself on its own.
It sees totals and statuses, but no records
Section titled “It sees totals and statuses, but no records”An owner or admin has turned off Share ledger detail with connected AI agents for the company. Assistants then get counts, statuses, and problem summaries only. Ask them whether it can be turned back on. See Owners and admins: company-wide ledger detail.
It is looking at the wrong company
Section titled “It is looking at the wrong company”Each connection reaches the one company you picked when you approved it. Reconnect from your AI app and pick the right company. Then revoke the old connection in Connected Agents if you no longer need it.
It keeps asking me to sign in again
Section titled “It keeps asking me to sign in again”- 30 days have passed. Connections last 30 days from approval, however often you use them, and Connected Agents then shows Expired. Sign in and approve again; your permissions start ticked.
- The connection was revoked. You, or a change to your company access, ended it. Connect again.
- You reconnected from somewhere else. Reconnecting the same app to the same company replaces the earlier connection, so another device or terminal using the old one must sign in again.
The approval page shows a message instead of companies
Section titled “The approval page shows a message instead of companies”| Message | What to do |
|---|---|
| This authorization request is invalid | The request expired or was already used. Go back to your AI app and start the connection again. |
| You do not have an active company membership available for this connection. | You have no active access to any company. Ask the company’s owner or admin to invite you, or create a company first. |
| A message that two-factor or multi-factor authentication is required | External accountants, and members of companies that require it, must turn on two-step verification first. Open your account menu, choose Profile → Security, set it up, then authorize again. See Secure your Bokeping account. |
It asked me to confirm, then said the confirmation expired
Section titled “It asked me to confirm, then said the confirmation expired”A confirmation is valid for 10 minutes and covers exactly the record it previewed. If you took longer, or asked for a change, tell the assistant to prepare the preview again and confirm the new one. Nothing was saved from the expired preview.
I cannot find a record it created
Section titled “I cannot find a record it created”- Invoices, bills, expenses, and purchase orders are drafts. Look in the matching list in Bokeping for a Draft status. Review it and post or open it yourself; the assistant cannot.
- Customers, vendors, and items are added as ordinary records under Contacts or Products & Inventory.
- Prepared imports and journal entries are not in your books yet. Open the link the assistant gave you, check it, and start the import or post the entry yourself.
It says the monthly limit is reached
Section titled “It says the monthly limit is reached”Draft invoices, bills, and expenses count toward your plan’s monthly document allowance, the same as drafts you create in Bokeping. Delete drafts you no longer need to free their places, or review your plan in Manage a company subscription and billing. New customers, vendors, items, and purchase orders do not count.
A download link does not open
Section titled “A download link does not open”Each link works once, for 10 minutes, and only while the connection is active. If it says the link has been used or has expired, ask the assistant for a new one. Treat a link like a password while it is valid: do not forward it to anyone.
The assistant cannot post, pay, or delete
Section titled “The assistant cannot post, pay, or delete”That is by design. An AI assistant connected to Bokeping cannot post or send documents, record payments, delete or void records, import files, post journal entries, or close periods. Do those steps in Bokeping after reviewing what it prepared. See What an AI assistant can do.
Still stuck?
Section titled “Still stuck?”Note the time, the AI app you use, and the exact message, then contact support. Do not send passwords, full tax IDs, or bank account numbers.