13 posts tagged with "Portal"

You can now choose which email notifications your organization receives from the Codat Portal, and who receives them.

A new 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. activity chart on your Portal dashboard shows how many companies connected and disconnected over time. Select any bar to open the Companies page filtered to exactly those companies.

We have added a 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. Timeline drawer to the Codat Portal so you can self-serve the history of any data 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., including when it was started, completed, deauthorized, or unlinked, without leaving the Manage 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. page.

We're rolling out Canadian French (fr-CA) localization across the client-facing surfaces that financial institutions and their commercial business clients use every day.

We have shipped a series of improvements to the Companies table in the Codat Portal that make it easier to see which systems each companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. is connected to, customize the columns you care about, and drill into 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. details without leaving the table.

We are making it faster to find the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. you are looking for in the Codat Portal by promoting search to a permanent toolbar control on the Companies and Subsidiaries pages.

We've added a new Advisor user role to the Codat Portal.

The Portal homepage dashboard now shows how many data 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. in each 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. state you have.

You can now view a table of data written for each companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources..

As well as a number of UI improvements, you can now create up to 10 APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. keys and authorization headers. They set us up for a number of important changes around APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. keys coming soon.