Multi-entity views in Codat Portal

We are making it easier to identify and navigate multi-entity companies in the Codat Portal.

What's new?

On February 25, 2026, we are changing how multi-entity companies are displayed in the Codat Portal. The new hierarchical companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. table structure makes it easier to identify, navigate, and manage complex entities.

We are introducing the following improvements:

• Parent–child hierarchy view enables users to quickly identify the parent companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. and expand the view to see its subsidiaries.

• Enhanced search functionality allows users to search by the parent or child companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. name.

• New triple-dot menu contains companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. management options, such as editing and deletion.

• Connected software list is displayed when hovering over a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.'s connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. status.

• Parent deletion confirmation ensures it's no longer possible to accidentally delete a parent companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources..

• New set of connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. statuses helps determine a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.'s state at a glance:

  • No connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform.: The companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. hasn't yet attempted to connect their financial software.
  • Linked: The companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. has successfully connected their financial software.
  • Pending: The companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. has started, but not completed connecting their financial software.
  • Deauthorized: The companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. has revoked your access, or the access expired. The companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. needs to be reconnected.
  • Unlinked: You have unlinked this companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.'s connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform., and data sharing stopped as a result.
  • Partial: The parent companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. has subsidiaries that are disconnected.

These improvements apply to all Portal views that use the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. structure, such as Companies and Spend Insights.

Who is this relevant for?

This improvement benefits all of our customers, but is especially critical for enterprise clients managing complex, high-volume multi-entity structures.

How to get started?

No action is required to benefit from this update. You will see these improvements in the Codat Portal from February 25, 2026.