Managing companies

Add a new company

Before synchronising a customer's accounting data, you need to set the customer up as a company in the Codat portal.

  1. Open the Codat portal and log in.
  2. In the left pane, select Companies.
  3. Select New company.
  4. In the Add new company dialog box, enter your customer's company name, and select Add.
  5. Wait until the Link URL is loaded. Email this link to your customer so that they can connect their accounting platform to Codat.

If you need to see this link in the future, go to the Companies page of the portal, find the company you're interested in and select View Link URL.

  1. Select Close.

Update a company name

In the Codat portal, you can easily rename a company at any time. This does not affect any other functionality, such as data synchronisation or the status of the company’s data connection.

  1. Open the Codat portal and log in.
  2. In the left pane, select Companies.
  3. Find the details of the company you’re interested in.
  4. Next to company name, select the edit icon, and update the text.
  5. To save your changes, select Save.

Delete a company

You may need to delete a company if you no longer need to connect to it or you exceed the UAT company limit..

  1. Follow steps 1 to 3 of Update a company name.
  2. Next to the Link URL button, select the delete icon.
  3. Confirm the deletion.

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