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Understanding the Sync Overview Page for Connected Accounting Customers

How to use the Sync Overview Page in Re-Leased — monitor accounting sync status across all companies, understand status definitions, and take action on errors or disconnections.

The Sync Overview Page gives you a single view of the sync status for all your accounting connections across every company in your group — so you can see at a glance what's healthy, what has errors, and what needs attention.


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Accessing the Sync Overview

  1. Click the sync icon in the quick links menu at the top of Re-Leased.

  2. In the dropdown, click Go to overview.


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Filtering by Status

The tiles at the top of the page show a count of companies grouped by connection status. Click a tile to filter the list below, or use the status dropdown to select one or more statuses.


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Sync Status Definitions

Status

Meaning

Successfully synced

The last sync completed with no errors.

In progress

A sync is currently running. Check back in a few minutes.

Not connected

This company is not connected to any accounting software.

Incomplete onboarding

The company is connected but onboarding is unfinished. Go to Settings > Manage Integrations and Add-ons > View details > Complete Onboarding.

Needs reconnecting

Re-authorisation is required. Go to Settings > Manage Integrations and Add-ons > View details > Advanced > Reconnect.

Sync has errors

The sync completed with errors. Click View details to see and resolve individual sync errors.

Incomplete pipeline

The sync failed to complete. This is usually transient — trigger another sync to resolve. If it persists, contact our support team.


Actions Available per Company

  • View Results — opens the Sync Results Page for that company.

  • Three dots > Start Sync — manually triggers a new sync.

  • Three dots > Integration Settings — review or adjust integration settings.

  • Three dots > View message log — see the log of sync messages for each entity.

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