Support for CodaBox

Overview

• Recommended articles
• Registering as an Accountant
• CodaBox for new clients
• VIDEOS: MYCODABOX ACADEMY
• Looking for info in the FAQ/Contact us

Spotlight!

• What's new?
• MyCodaBox - Easier and even more secure!
• Selecting the right Services per client? CodaBox can help!
• Status of our Services available in real time
• Daily mandate report - we stop sending it

MyCodaBox access and settings

• What is MyCodaBox?
• Connect to the new version of MyCodaBox as an existing user
• Create and manage MyCodaBox login / password
• MyCodaBox: Access and accounting software
• Your account settings

Invoicing/Pricing of our Services

• Administrative and technical costs CODA
• VOILA/SODA/CARO costs
• Understand your CodaBox Invoice/monthly Report
• Belfius / BNP Paribas Fortis and costs for CODA
• SODA for less than 65€/month per environment!

Mandates /Accounts management

• KBC/CBC Activation
• Mandate procedure for KBC/CBC
• KBC/CBC: Did your client activate CODA in his/her bank app?
• CODA mandates - states
• Mandates : Sending - Signing - Follow-up

See all 13 articles

Client Management

• Need to transfer a client to your office?
• Transfer a client to another environment & Troubleshooting
• Create new client & Troubleshooting
• Add bank account for an existing client
• Managing my client data: Updates & Troubleshooting

See all 13 articles

CODA

• Resend CODA?
• Specific information per bank
• My client wants to receive a PDF of CODA/SODA by e-mail
• What is the difference between CODA and PSD2?
• CODA files legally compliant?

VOILA

• VOILA: Working & Suppliers
• Ordering VOILA for one client
• Order VOILA via Boost activation
• Questions and answers about VOILA
• VOILA management and follow up in Mycodabox

CARO

• CARO in brief
• Ordering CARO - Follow-up & Troubleshooting
• CARO: Format - Delivery - File integration
• Toolkit for the Accountant & Steps client consent
• CARO: Questions & answsers

SODA

• SODA: Infos - Ordering - Follow-up - Delivery - Troubleshooting
• The SODA Service via 'Boost' activation
• SODA activation for Belcofin

VOICI

• Invoicing software connected to CodaBox - Receiving invoices
• Sales Invoices - What does CodaBox offer?

Delivery of files

• CodaBox SyncTool: User manual
• How are your CODA files delivered?
• Delivery of files per software
• Where are all CodaBox files delivered via FTP?

CodaBox/Partner Software Interactions

• CodaBox/Exact Online interactions: Help & Troubleshooting
• CodaBox/Yuki interactions: Help & Troubleshooting
• Accounting software: Troubleshooting and useful links
• Change financial year in Bob
• Connecting accounting software to the new CodaBox API

For our SME clients

• Become a client as an SME and receive CODA files
• Registering as a Company
• Enterprise software for CODA integration
• SODA for my Company?
• Email verification for SME

E-invoice

• Register as a sender? Important info about KYC
• General information about e-invoicing
• Which senders send e-invoices?
• What's Digicrowd?
• The channels: Peppol and Zoomit