Client Trasnfert status
Meaning
New
Your request for transfer from your client is registered (you can still cancel this request).
Processing
The request is being processed at CodaBox.
Waiting for client confirmation
CodaBox has contacted you by e-mail and is waiting for the confirmation from your client that you are his new accountant. So the action lies with you or your customer.
Waiting for your feedback
CodaBox has contacted you by e-mail to obtain additional information about your request. The transfer cannot be performed immediately. The action is therefore yours.
Done
The transfer of your client to your office has happened. The normal mandate procedure has started. You can follow the status of the CODA mandate via MyCodaBox.
Canceled
The transfer request is cancelled. The client is not transferred to your office.