March 2022 – Product Updates
This March, we shipped a new product, enabled more integrations for more use cases, and made many quality-of-life improvements. As ever, you can refer to our public roadmap to view and vote on forthcoming features.
Sync for Commerce
We launched a new product that makes it easy for commerce and payments platforms to provide smart, native accounting integrations. Most independent merchants either spend hours each week copying data manually or pay for third-party tools that can connect their payments, POS, and eCommerce systems to accounting.
The new Sync for Commerce API and its accompanying tools make it easy for any commerce or payments platform to save their merchants hours of time by automatically keeping data in sync with Xero, QuickBooks and more.
Improved QuickBooks Online integration
Codat now supports even deeper integrations to QuickBooks Online. This month, we rolled out the ability to do all of the following in QuickBooks Online:
- Add currency information when creating customers.
- View bundle item types as part of direct incomes and credit notes.
- View payment methods and set payment method when creating a payment.
- View negative amount invoices as credit notes and negative amount refund receipts as invoices and direct incomes.
- View account transactions for expenses and transfers.
- View whether automated sales tax is enabled or not when creating an invoice
- Update a bill status to void.
- Create transfers in multiple currencies.
More Sage Intacct support
Our Sage Intacct support now includes the ability to view and create payments. This is foundational in a wide range of accounts receivable use cases. In addition, as of this month, Codat supports viewing bank accounts and credit notes (as well as reversed bill credit notes), updating bills, and creating a chart of accounts, bill attachments, direct costs, and direct cost attachments.
More Oracle NetSuite support
We continued to deepen our NetSuite support this month by rolling out the ability to view bills and create suppliers, customers, and credit notes in Oracle NetSuite. These incremental improvements form part of our ongoing work to improve NetSuite support for users building B2B payments, AR/AP, and spend management products in particular.
Asynchronous push to Microsoft Dynamics 365
For integrations with Microsoft Dynamics 365, Codat now supports asynchronous push of bank accounts, bank transactions, bill payments, suppliers, chart of accounts, bills, bill credit notes, and payments. Async helps in building more robust integrations and can enable more advanced features of an MS Dynamics 365 integration.
Test Stripe, Mollie, and Square integrations more easily
It is now easier than ever to build Stripe, Mollie, and Square integrations with the Commerce API. Unlimited sandbox data for these platforms is now available to every user, including everyone trying out Codat on a Free plan.
Expedited setup for Amazon Seller Central integration
We’ve made it even easier to get started with an Amazon Seller Central integration. Users on Start-up and Enterprise plans can access an expedited app sign up and approval process by talking to their Client Success representative.
Conversion optimisations to the Link UI
Accounting, commerce and banking can all now be set as optional or mandatory when your customers are linking their accounts. Codat also now surfaces linking errors so you can help your customers if they run into problems when connecting. These features, along with many other data-driven optimisations to the interface, are helping us make Link an even higher-conversion interface.
See Link in action here.
Improvements to the desktop integrations connector
Codat’s support for integrating with non-cloud accounting software (“desktop” or “offline” platforms) has been bolstered by quality-of-life improvements to the offline integrations connector. For example, the connector now uninstalls automatically when certain conditions are met. Syncing data with the desktop platform Sage 50 has also been made easier and more consistent.