Bank Feeds: updates to account mapping interface
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. management component to the Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. account mapping user interface.
What's new?
We have enhanced the account mapping user interface (UI) of our Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. solution with 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. management component and an updated page header.
From now on, if you are using our mapping UI, your customers automatically benefit from the ability to manage the 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. to their accounting platform. This change is aligned with best practices and gives your customers control over their 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., increasing their trust in your application.
In addition, some accounting software providers mandate this functionality as part of their app certification criteria (e.g. Xero's partner certification process). Our account mapping UI now helps you comply with such requirements in full.
Who is this relevant for?
This update is relevant for our Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. clients who use our account mapping UI.
How to get started?
No action is required on your side. If you are currently using our account mapping UI in your application, the component is already avalaible to your customers.