Your customers can now share their accounting reports through Intelligent Upload on a single, guided screen. They see what each file needs to contain, can swap out a wrong file before submitting, and can reach you for help along the way.
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.
Sage Banking V2 redirects users to money.sage.com at the end of the Sage Bank Feeds 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. flow. If you authenticate users through your own web app and that app checks the redirect host, you need to update it.
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.