Blog: Multi-entity and SI reports

blog/260217-multi-entity-portal-update.md

@@ -0,0 +1,42 @@
+---
+title: "Multi-entity views in Codat Portal"
+date: "2026-02-17"
+tags: ["Product", "Update"]
+authors: pzaichkina
+---
+
+We are making it easier to identify and navigate multi-entity companies in the Codat Portal.
+
+<!--truncate-->
+
+## What's new?
+
+On **February 25, 2026**, we are changing how multi-entity companies are displayed in the [Codat Portal](https://app.codat.io). The new hierarchical company table structure makes it easier to identify, navigate, and manage complex entities.
+
+![Improved Company table interface](/img/updates/260217-company-table.gif)
+
+We are introducing the following improvements:
+
+- Parent–child hierarchy view enables users to quickly identify the parent company and expand the view to see its subsidiaries. 
+- Enhanced search functionality allows users to search by the parent or child company name. 
+- New triple-dot menu contains company management options, such as editing and deletion.
+- Connected software list is displayed when hovering over a company's connection status.
+- Parent deletion confirmation ensures it's no longer possible to accidentally delete a parent company.
+- New set of connection statuses helps determine a company's state at a glance:
+
+    - **No connections:** The company hasn't yet attempted to connect their financial software.
+    - **Linked:** The company has successfully connected their financial software.
+    - **Pending:** The company has started, but not completed connecting their financial software.
+    - **Deauthorized:** The company has revoked your access, or the access expired. The company needs to be reconnected.
+    - **Unlinked:** You have unlinked this company's connection, and data sharing stopped as a result.
+    - **Partial:** The parent company has subsidiaries that are disconnected.
+
+These improvements apply to all Portal views that use the company structure, such as **Companies** and **Spend Insights**.
+
+## Who is this relevant for?
+
+This improvement benefits all of our customers, but is especially critical for enterprise clients managing complex, high-volume multi-entity structures.
+
+## How to get started?
+
+No action is required to benefit from this update. You will see these improvements in the [Codat Portal](https://app.codat.io) from **February 25, 2026**.

blog/260217-spend-insights-portal-update.md

@@ -0,0 +1,42 @@
+---
+title: "Spend Insights: real-time report updates"
+date: "2026-02-17"
+tags: ["Product", "Update", "Spend Insights"]
+authors: pzaichkina
+---
+
+From **February 25, 2026**, you will be able to generate updated reports directly from the Spend Insights tab of the Portal.
+
+<!--truncate-->
+
+## What's new?
+
+We are enhancing the Spend Insights tab of the [Codat Portal](https://app.codat.io) so that you can manage, refresh, and export reports faster and at scale. 
+
+From **February 25, 2026**, you will be able to generate updated reports directly from the [Spend Insights](https://app.codat.io/spend-insights) tab by following these steps:
+
+1. Navigate to the **Spend Insights** tab in the [Codat Portal](https://app.codat.io).
+
+2. Search or scroll to locate the company you require reports for.
+
+3. Click the **Download** icon on the company line to view the dropdown menu.
+
+4. Click **Update reports** in the dropdown menu.
+
+5. Track the progress by checking the *Report Status* column. Once updated, the status will change from *Generating* to *Available*. 
+
+6. Click the **Download** icon again, then click on the report line item to save it.
+
+![Improved Spend Insights report generation interface](/img/updates/260217-spend-insights-reports.gif)
+
+We are also centralizing the company creation functionality. To create a new company, navigate to **Companies** in the navigation bar and click **Create company**. 
+
+## Who is this relevant for?
+
+This update is relevant for all [Spend Insights](/spend-insights/overview) clients, helping you leverage your customers' data at enterprise scale.
+
+## How to get started?
+
+If you are already using our [Spend Insights](/spend-insights/overview) solution, no further action is required. This update will automatically be available to you from **February 25, 2026**. 
+
+If you want to start using our [Spend Insights](/spend-insights/overview) solution, reach out to your account manager.

blog/authors.yml

@@ -18,7 +18,7 @@ dcoplowe:
 
 pzaichkina:
   name: Polina Zaichkina
-  title: Technical Writer
+  title: Senior Technical Writer
   url: https://github.com/pzaichkina
   image_url: https://github.com/pzaichkina.png
 
@@ -134,4 +134,4 @@ psimpson:
   name: Peter Simpson
   title: Senior Support Engineer
   url: https://github.com/pj-simpson
-  image_url: https://github.com/pj-simpson.png
+  image_url: https://github.com/pj-simpson.png

docs/core-concepts/connections.md

@@ -29,7 +29,7 @@ Connections can have one of the statuses described in the following table.
 | `Linked`       | The connection is linked to a data source; you can use it to read and write a company's consented data to and from the underlying provider's platform.                                                                                                                                                                                                                                                                                                                           |
 | `PendingAuth`  | The company hasn't authorized access to their financial platform (the data source). The SMB customer selected the platform in Link but did not complete the authorization flow.                                                                                                                                                                                                                                                                                                  |
 | `Deauthorized` | The connection was linked but is no longer able to access data from the underlying provider's platform.<br/>You can access any data that was already read or written using this data connection. However, you can't perform any new read or write operations until the connection is re-linked.<br/>A data connection usually becomes Deauthorized if the company revoked your access or an expiry time was reached.                                                             |
-| `Unlinked`     | The data connection was previously linked but you asked for your access to be revoked (see [Disconnect a data connection to revoke your access to a data source](/core-concepts/connections#disconnect-a-data-connection-to-revoke-your-access-to-a-data-source)).<br/>Similar to Deauthorized, you can still access any data that was already read or written using the data connection, but can't perform any new read or write operations unless the connection is re-linked. |
+| `Unlinked`     | The data connection was previously linked, but you have severed the connection and gave up your access. (see [Disconnect a data connection to revoke your access to a data source](/core-concepts/connections#disconnect-a-data-connection-to-revoke-your-access-to-a-data-source)).<br/>Similar to Deauthorized, you can still access any data that was already read or written using the data connection, but can't perform any new read or write operations unless the connection is re-linked. |
 | No connections | The company has been created but does not have any connections to financial platforms established in any of the above statuses.                                                                                                                                                                                                                                                                                                                                                  |
 
 ## Linked data connection example