Mandate procedure for KBC/CBC

• You add KBC/CBC accounts to a new or existing client
• CodaBox sends 2 documents to your client (if CodaBox manages the mandates for your accounting Office):
  • The CodaBox mandate allowing CodaBox to obtain and share the data with you
  • The procedure the client has to follow in his KBC/CBC online banking environment

• (1) Signs the mandate for the remote transmission and sends it back to CodaBox
• (2) Executes the procedure: activation via KBC/CBC Touch or Business Dashboard

⇨ BOTH actions are necessary for CodaBox to provide you with the CODA!

Via MyCodaBox, you can follow up on the actions your client still has to perform

Did your client follow the procedure to link his/her bank account to CodaBox?

➟ This info is available in your Dashboard

It happens regularly that a client is convinced that he made the link in his online banking application, but that it is not the case and you do not receive his Coda.

The status in MyCodaBox is delayed by 2 days. If MyCodaBox still shows 'Pending activation by client', then here are the possible causes:

• You have registered other accounts at CodaBox than the ones your client has activated in his banking application. Check this with your client. If necessary, register the correct accounts in MyCodaBox (attention: the client must always perform action 1).
• The client has linked the account with another third party
• The client has activated CODA for himself
• The client has forgotten to make the link

For the last 3 reasons, refer your client to the KBC/CBC CODA activation procedure: it is important that the client chooses 'CodaBox' in his online banking application.