Modules
Production-grade Elixir client for the Codat API.
The use Codat.API macro that powers all Codat resource modules.
Read and write the chart of accounts (GL accounts).
Upload and manage file attachments for accounting records.
Read balance sheet financial statements.
Read and write bank accounts connected to the accounting platform.
Read and write bank account transactions.
Read and write supplier credit notes (negative bills).
Read and write payments against supplier bills.
Read and write supplier bills (accounts payable / purchase invoices).
Read cash flow statement financial reports.
Read company information from the accounting platform.
Read and write customer credit notes (negative invoices).
Read and write accounting customers (debtors / clients).
Read and write direct cost transactions (expenses not associated with a bill).
Read and write direct income transactions (income not associated with an invoice).
Read and write accounting invoices (sales invoices / accounts receivable).
Read and write inventory items and products.
Read and write general ledger journal entries.
Read accounting journals (ledger books).
Read and write customer payments (receipts against invoices).
Read profit and loss (income statement) financial statements.
Read and write purchase orders (POs to suppliers).
Read and write accounting suppliers (creditors / vendors).
Read tax rates from the accounting platform.
Read tracking categories (departments, projects, cost centers).
Read and write transfers between bank accounts.
OTP Application module for the Codat client.
Retrieve and configure the mapping between source accounts and the customer's chart of accounts.
Manage bank feed data connections.
Manage source bank accounts for bank feeds.
Push bank transactions into a customer's accounting software.
Read supplier bills through the Bill Pay API.
Manage companies specifically for the Bill Pay solution.
Manage Bill Pay-specific data connections.
Create and track bill payments through the Bill Pay API.
Read supplier information through the Bill Pay API.
The Codat API client.
Configuration management for the Codat client.
Structured error types returned by all Codat API functions.
Read accounts available for expense mapping in the Expenses API.
Read customers for the Expenses API.
Manage expense mapping options.
Read suppliers for the Expenses API.
Manage expense sync sessions.
Read tax rates for the Expenses API.
Read tracking categories (departments, projects) for the Expenses API.
Push expense transactions into an active sync session.
Behaviour that Codat.HTTP.Client satisfies, exposed for mocking in tests.
Helpers for idempotent write operations.
Lending-enhanced accounts payable data.
Lending-enhanced accounts receivable data.
Lending-enhanced banking (bank transactions) data.
Access company information via the Lending API.
Data integrity checks — cross-reference accounting and banking data.
Generate and download Excel-based lending reports.
Access enhanced financial statement data through the Lending API.
Helpers for incremental data fetching using Codat's modifiedAfter parameter.
Pagination utilities for Codat list endpoints.
Manage Codat API keys programmatically.
Manage Codat companies (your customers).
Manage data connections between companies and their accounting/banking platforms.
Read custom data pulled from integrations via supplemental data configuration.
Query and manage data sync status for a company's connections.
Upload and retrieve business documents (files) for a company.
Browse and manage available Codat integrations.
Track asynchronous write (push) operations.
Configure supplemental data — extra fields pulled from an integration and merged into standard Codat data type responses.
Manage data sync schedules for a company's connections.
Manage webhook consumers via the Codat Platform API.
Builder for Codat's query filter language.
Rate limit information extracted from Codat API response headers.
Telemetry integration for the Codat client.
A custom body reader for Plug.Parsers that preserves the raw request body
in conn.private[:raw_body] for webhook signature verification.
A webhook handler that broadcasts events to a Phoenix.PubSub topic.
Routes Codat webhook events to multiple handlers based on event type patterns.
Constants for all Codat webhook event types.
Behaviour for implementing typed Codat webhook event handlers.
A no-op webhook handler for testing and development. Logs all events.
A Plug that handles incoming Codat webhook events.
Raised when webhook signature verification fails via verify!/4.
Verify the authenticity and integrity of incoming Codat webhook payloads.