New dashboard design with a more detailed connection status breakdown
· One min read
Product Director, Client Experience
The Portal homepage dashboard now shows how many data connections in each connection state you have.
This is a staging build of the docs
Updates
Completed 2023-01-31: Deprecation of UAT environment
· 3 min read
Head of Engineering
Update: February 1, 2023
All existing UAT users and accounts have now been migrated to the Production environment.
To reduce unnecessary downtime, we've delayed the final step of switching the existing public DNS for UAT over to Production. We expect to complete this step in the near future.
When convenient, please update any apps configured with fixed redirects to point to api.codat.io as described in Additional information, below.
Completed 2023-04-11: Changes to handling of deleted data
· 2 min read
Technical writer
On April 11, 2023, Codat will change the way accounting data deleted by company users within their accounting software is handled.
Completed 2023-04-11: Deprecation of legacy bank account endpoints
· One min read
Technical writer
On April 11, 2023, Codat will deprecate legacy bankAccount endpoints.
Your auth flow branding settings are now in one settings page
· One min read
Product Director, Client Experience
We've combined all of the company branding settings that affect how your company looks in your Embedded and Hosted Link flows into one page.
Company data write history now available via the Portal
· One min read
Product Director, Client Experience
You can now view a table of data written for each company.
API key improvements
· One min read
Product Director, Client Experience
As well as a number of UI improvements, you can now create up to 10 API keys and authorization headers. They set us up for a number of important changes around API keys coming soon.
Company data: data types now viewed via dropdown
· One min read
Product Director, Client Experience
We have changed the way you view data types for our Accounting API, Banking API, and Commerce API data display.
Completed 2023-01-10: QuickBooks Online: Purchases will no longer be fetched as bills and bill payments
· One min read
Product Director, Client Experience
On January 10, 2023, we will deprecate mapping of QuickBooks Online 'purchases' as Codat Bill Credit notes, Bills and Bill payments.
Completed 2023-01-10: Freshbooks - expenses will no longer be fetched as bills and bill payments
· One min read
Product Director, Client Experience
On January 10, 2023, we will deprecate mapping of Freshbooks expenses as Codat Bills and Bill payments.