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This is a staging build of the docs

Updates

Completed 2022-10-10: QuickBooks Desktop: Only one of account ref or item ref will be allowed when writing bills

August 17, 2022 · One min read

Max Clayton Clowes

Product Director, Client Experience

On January 10, 2023, we will change the Write 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

August 17, 2022 · One min read

Max Clayton Clowes

Product Director, Client Experience

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.

August 6, 2022 · One min read

Max Clayton Clowes

Product Director, Client Experience

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.

July 15, 2022 · One min read

Max Clayton Clowes

Product Director, Client Experience

We've added a Support button in the navigation bar for quick access to Codat's support resources

July 14, 2022 · One min read

Max Clayton Clowes

Product Director, Client Experience

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.