Support for CodaBox

Do you want to transfer a company that is already on file with CodaBox, to your office?

1. In MyCodaBox, go to Companies > + Add or transfer.
   
2. Fill in the company details. 
3. Click Save company.
   The system detects that this company is already on file with CodaBox and offers you the possibility of transferring the company to your office.
4. On the next screen, complete the 'Bank accounts', the 'Social Offices' and request, if necessary, the sending of past CODAs by selecting the period in the calendar via the field 'Deliver past CODAs'.
   

   Please note that we can only deliver CODA that we have received from the bank

   
   

What's next:

1. CodaBox checks the transfer details. Within a few days, CodaBox transfers the company to your office and you will be able to see it in your 'Company list' in the environment to which you transferred the company.
2. CodaBox sends the CODA mandate(s) for this company to your client for signature. (*)
3. CodaBox handles the mandate(s) signed by your client.
4. Your office receives CODA for this company.

(*) If CodaBox does the mandate management for your office.

On this page you can watch a short video tutorial  'How to request a client transfer' (note: the wordings used on the screens have since changed). 

Be sure to check out our other video tutorials, which walk you step-by-step through MyCodaBox with concrete examples.

You can follow your transfers via MyCodaBox > Companies > Company transfer list

The different statuses of your transfers are explained in detail in this article

During the transfer, you decide which service(s) to activate:

Active Service  BEFORE the Transfer	STATUS if Service ordered by the new Accountant	STATUS if Service NOT ordered by the new Accountant
SODA / VOILA	Transferred	Canceled
VOICI / CARO	Always Canceled

Note: When a company signs a contract directly with CodaBox: only the CODA Service remains active.