Reports

Codat allows you to generate aged debtor and aged creditor reports using information pulled from the customers' accounting platforms. The datasets needed to generate these reports are:

Aged debtor:

• Customers
• Invoices
• Credit notes
• Payments

Aged creditor:

• Bills
• Suppliers
• Bill payments
• Bill credit notes

These reports can be accessed through the Codat portal and it can be found inside the data for a company.

In the same way, it can be returned by calling the Reports endpoint of the API.