You will find an overview in MyCodaBox > Companies > Company transfer list.
This list contains two tabs - each tab gives you an overview of the status of the 2 types of company transfers:
- Regular transfer: You have created a new company in MyCodaBox but this company was already known in our system (under another accounting office or under own management). You therefore did a transfer request in MyCodaBox to have the company transferred to you.
- Environment transfer: You work with at least two different environments linked to the same company registration number (your organisation) and you have followed the procedure in MyCodaBox to transfer a company from one environment to the other. The status is visible in the destination environment that you indicated during the transfer request.
Note: The Environment transfer tab is only available if you:
- use more than one accounting software
or - have several branches
The different states of the Regular transfer (of a company from another accounting office)
Regular transfer status | Meaning |
| New | Your request for transfer of the company is registered (you can still cancel this request). |
| Processing | The request is being processed by CodaBox. |
| Waiting for company confirmation | This company has a direct contract with CodaBox. We have contacted them by e-mail and we are awaiting confirmation that you are their new accountant and that they wish to terminate their current contract with CodaBox. The action is therefore up to the company. |
| 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 on your side. |
| Done | The company has been transferred to you in MyCodaBox. The normal mandate procedure has started. You can follow the status of the CODA mandate via MyCodaBox. |
| Cancelled | The transfer request is cancelled. The company is not transferred to you. |
The different states of the Environment transfer
Environment transfer status | Meaning |
| New | Your request for transfer of the company is registered (you can still cancel this request). |
| Processing | The request is being processed by CodaBox. |
| 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 on your side. |
| Done | The transfer of the company to the requested environment has taken place. You can consult the company's details via this environment. |
| Cancelled | The transfer request is cancelled. The company is not transferred to this environment. |
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