bexio access¶
The state of the bexio connection and the permissions it grants.
All six checks must pass for reports to compute:
| Check | Needed for |
|---|---|
| Permissions endpoint access | Reading what the connected account may do at all |
| Company profile access | The company record on PDF exports |
| User list access | bexio contacts and employee reports |
| Client service access | Billable classification and chart grouping |
| Project access | Project and company reports |
| Work package access | Work-package breakdown and budget estimates |
A failing check names the missing permission — fix it in bexio, then Recheck.
Roles can also be assigned here:
Token refresh is automatic
mReport refreshes the bexio token by itself. If the connection is genuinely lost (revoked access, changed password) the page says so and offers a reconnect — reports keep showing their last computed result in the meantime.