On January 10, 2023 we will update the structure of the request body for requests to the POST /companies/{companyId}/connections endpoint to use a JSON object instead of a raw text string.
Updates
Codat's Plaid integration now supports Instant Match, meaning access to 3,000 more U.S. institutions and a simpler auth flow for customers.
Instant Match is available for nearly 3,000 U.S. additional financial institutions where Instant Auth is not available.
Product update #1
We've got a host of Portal and DX improvements for you this week.
Completed 2022-10-10: QuickBooks Desktop: Only one of account ref or item ref will be allowed when pushing bills
On January 10, 2023, we will change the Push validation for individual lines on Bills and Bill credit notes to allow only one of either accountRef or itemRef per line item.
Completed 2022-10-10: Sage 50 - deleted payment on accounts will be soft deleted
On January 10, 2023 we will stop mapping Payments on Account that have been marked as deleted in Sage 50, to Codat's Payment and Bill Payment datatypes.
We've updated the navigation bar in the Codat Portal to make your experience more intuitive.
The Portal has been rearranged to make accessing Codat functionality and settings more intuitive.
Use our new Data Coverage Explorer to view and compare our data coverage across all supported accounting, commerce, and banking platforms.
We've added a Support button in the navigation bar for quick access to Codat's support resources
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. Read more...