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 the 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. Transactions for which no matches were found are listed under Records not found.
The red exclamation mark indicates that a matching accounting account could not be found for the banking account. Click the indicator to reveal more information, as shown in the following image. 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 3 months ago