To view the Data Integrity feature in the Portal, a company needs to:
- Be linked to an accounting and banking source of data. You can do this either in the Codat Portal or using Codat API .
- Have bank accounts and bank transactions set to sync.
- Select View data > Data integrity by the linked company to display the cross-referenced results. All matched transactions are listed under the Records found tab, while those for which no matches were found — under Records not found.
- The red exclamation mark indicates that a matching accounting account could not be found for the banking one. Click the indicator to reveal more information as shown in the image below. This is not an error - it's an indication that a bank account exists but was not matched against the accounting platform.
Transaction type abbreviations used in the user interface
UNK - Unknown
SCHG - Service Charge
PMT - Payment
Updated about 1 month ago