7 posts tagged with "Portal"

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.

We have changed the way you view data types for our Accounting 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., Banking 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., and Commerce 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. data display.

The Portal has been rearranged to make accessing Codat functionality and settings more intuitive.

6/8/2022 Portal, Updates We've updated the navigation bar in the Codat Portal to make your experience more intuitive.

7/1/2022 Assess, New Banking metrics are now available for all clients using Assess.