From 283226ad0237d65c5b888bb63c037e9aa04b2f3e Mon Sep 17 00:00:00 2001 From: pmckinney-codat Date: Tue, 12 May 2026 15:17:24 +0100 Subject: [PATCH] Add developer update: Platforms column on Portal Companies table Co-Authored-By: Claude Opus 4.7 (1M context) --- blog/260512-portal-platforms-column.md | 34 +++++++++++++++++++ .../260512-portal-platforms-column.png | 3 ++ 2 files changed, 37 insertions(+) create mode 100644 blog/260512-portal-platforms-column.md create mode 100644 static/img/updates/260512-portal-platforms-column.png diff --git a/blog/260512-portal-platforms-column.md b/blog/260512-portal-platforms-column.md new file mode 100644 index 000000000..68cf3fd78 --- /dev/null +++ b/blog/260512-portal-platforms-column.md @@ -0,0 +1,34 @@ +--- +title: "New Platforms column on the Companies table in Codat Portal" +date: "2026-05-13" +tags: ["Product", "Update", "Portal"] +authors: pmckinney +--- + +We are making it easier to see which systems your companies have connected by adding a dedicated **Platforms** column to the Companies table in the Codat Portal, restoring at-a-glance visibility that customers told us they missed from the previous table. + + + +## What's new? + +On **May 12, 2026**, we are updating the [Codat Portal](https://app.codat.io) so that the Companies table includes a new **Platforms** column, showing the integrations each company has connected without having to click into the row. + +![Platforms column on the Companies page](/img/updates/260512-portal-platforms-column.png) + +We are introducing the following improvements: + +- A new **Platforms** column appears between the **Connection** and **Created** columns on the Companies table, listing each company's connected platforms as colour-coded pills. +- Pill colours reflect the connection state for each platform: **green** for linked, **amber** for deauthorized, **grey** for unlinked, and **neutral** for pending authorization. +- When a company has more platforms than fit in the column, a **+N** chip indicates how many additional integrations are connected. +- Hovering the cell opens a tooltip with the connection status, the full list of platforms with status indicators, and — for parent rows with subsidiaries — an **X/Y companies** counter showing how many subsidiaries are connected. +- Searching by a platform name in the table search input filters the rows, with matches highlighted in the pills. + +This update builds on the [multi-entity company table](/blog/multi-entity-portal-update) shipped earlier this year, and follows the [always-visible search](/blog/always-visible-search) released earlier this month. A column show/hide selector that lets you toggle Platforms (and other columns) on or off per user is coming in a follow-up release. + +## Who is this relevant for? + +This update benefits all customers who use the Codat Portal to manage their companies, and is especially useful for implementation, support, and customer-facing teams who need to quickly identify which ERP, accounting, or banking systems each company is using. + +## How to get started? + +No action is required to benefit from this update. Open the **Companies** page in the [Codat Portal](https://app.codat.io) from **May 12, 2026** to see the new Platforms column. diff --git a/static/img/updates/260512-portal-platforms-column.png b/static/img/updates/260512-portal-platforms-column.png new file mode 100644 index 000000000..bd00fa827 --- /dev/null +++ b/static/img/updates/260512-portal-platforms-column.png @@ -0,0 +1,3 @@ +version https://git-lfs.github.com/spec/v1 +oid sha256:b0a890c4fadc8675cf07e353b8f55d1b611d9a565234caba8c37051379cfef00 +size 76310