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Clients who are using Assess in the portal

Detailed instructions on how you can migrate from the features you're using today

What will happen on deprecation?

The following features in the Assess section of the portal will no longer be available:

FeaturePortal
Profit and lossScreenshot of Profit and loss screen that's being deprecated in Assess
Balance sheetScreenshot of Balance sheet screen that's being deprecated in Assess
Ratios

Note: These appear at the end of the Profit and Loss and Balance Sheet tabs
Screenshot of Ratios screen that's being deprecated in Assess
MarketingScreenshot of Marketing screen that's being deprecated in Assess
Categorize accounts in Assess

Note: We have new screens available for recategozing accounts using the latest categories.
Screenshot of categorize accounts screen that's being deprecated
Categorize accounts in Accounting API

Note: We have new screens available for recategozing accounts using the latest categories.
Screenshot of categorize accounts screen that's being deprecated

Alternative options

Viewing financial statements and calculating ratios

  1. Log into the Codat Portal.

  2. Select a company on the Companies page.

  3. Under Products, click Assess, and then Reports.

  4. A new Assess Report option is available to be generated and downloaded.

  5. Open the downloaded file in Microsoft Excel.

  6. Use pivot tables and charts to view and interrogate the financial statements.

  7. Sum up the balances per category to calculate financial ratios.

Screenshot of financial statements in excel

Categorizing accounts

There is a new version of the account categorization screen available for the latest account categories. To access this:

  1. Select Assess in the left-hand menu
  2. Click Categorize accounts

There is a new version of this screen available for the latest account categories. Simply change the Version toggle on the top right of the screen to Version 3

Screenshot of account categorization screen in the portal


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