You can now change the wording of every section header on the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. consent screen, so the language your customers see matches the terminology they already use in your product.
You can now offer your customers a first-class 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. management experience in LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat., making it easy for business users to view, disconnect, and reconnect their linked companies - and ensuring they reconnect the right one.
You can now update bills and suppliers through our Bill Pay solution for Oracle NetSuite, Sage Intacct, and Zoho Books.
You can now assign owners to your companies in the Codat Portal and control which companies your users can access.
We are improving how Xero bank feed accounts are mapped to prevent the same Xero bank account being connected under more than one companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. that shares the same Xero application.
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 are making it easier to view and manage all subsidiaries of a parent companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. directly from the Codat Portal.