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SI Glossary#1781

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feat/si-reporting
Mar 10, 2026
Merged

SI Glossary#1781
pzaichkina merged 4 commits intomainfrom
feat/si-reporting

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codat-docs Ready Ready Preview, Comment Mar 10, 2026 3:49pm

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### Company

In Codat, each one of your small and medium-sized business (SMB) customers is represented by a **company**. The company shares their financial data with us via a [connection](/spend-insights/guides/key-terms#connection).

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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('is represented').


### Connection

When a company agrees to share access to their financial data, we establish a link to their accounting software or ERP system to read and analyze the data. This link is called a **connection**.

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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('is called').


:::

A **payment** is a record of money transferred from a business (your SMB customer) to a supplier in full or partial settlement of one or more bills. It is allocated against an accounts payable account.

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📝 [vale] reported by reviewdog 🐶
[Google.Contractions] Use 'it's' instead of 'It is'.


:::

A **payment** is a record of money transferred from a business (your SMB customer) to a supplier in full or partial settlement of one or more bills. It is allocated against an accounts payable account.

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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('is allocated').


### Payment terms

**Payment terms** are the conditions agreed between a supplier and a business (your SMB customer) that determine when a bill must be paid.

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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('be paid').


**Payment terms** are the conditions agreed between a supplier and a business (your SMB customer) that determine when a bill must be paid.

They are typically expressed as a number of days from the date of the bill.

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📝 [vale] reported by reviewdog 🐶
[Google.Contractions] Use 'they're' instead of 'They are'.

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Link check results for preview deployment (https://codat-docs-git-feat-si-reporting-codat.vercel.app):

[
  "[401] https://codat-docs-git-feat-si-reporting-codat.vercel.app/"
]

@pzaichkina pzaichkina merged commit 3cf5f33 into main Mar 10, 2026
5 of 9 checks passed
@pzaichkina pzaichkina deleted the feat/si-reporting branch March 10, 2026 15:47
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