75 posts tagged with "Product"

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.

You can now pass a Content Security Policy (CSP) nonce to our LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat., 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., and Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. SDKs.

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

Codat has been evolving for years. Today, our brand catches up.