Registering your Accounting office with CodaBox is a simple process


THE ACCOUNTING OFFICE

Registers via one of these ways:

- By filling in a Registration form

- By contacting a CodaBox specialist

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CODABOX
- Prepares the Agreement

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THE ACCOUNTING OFFICE
- Signs the Agreement 

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CODABOX

- Registers the Accounting office in its system
- Creates the MyCodaBox online environment* 
- Sends the Accounting office an e-mail concerning their access to MyCodaBox

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THE ACCOUNTING OFFICE

- Creates their MyCodaBox login and password
- Is ready to encode clients in MyCodabox or asks Codabox to import the completed data sheet with client contact information


* One environment per accounting software


Management and activation of mandates

  • The Accounting office chooses to order mandates by entering the client data in MyCodabox or by completing the client data in the data sheet that will be imported by CodaBox into its system.


The management of the mandates ** happens according to 1 of these options:


You manage your clients' mandates
Codabox manages your clients' mandates

Via MyCodaBox, you can download the mandates or copy the signature link to pass the mandates on to your client for signature.

CodaBox sends an email to your client to obtain the signed documents, and also up to 3 reminder emails if necessary.

You return the signed mandates to CodaBox (if signed on paper).

You can track the status of the mandates in MyCodaBox.
CodaBox receives the signed mandates and sends them to the bank for validation and activation.
CodaBox handles the administrative process with the banks.

The bank verifies the signatures and activates the delivery of CODA files.

CodaBox delivers your CODA files via the corresponding method that fits for your accounting software.


** At the beginning of the collaboration, this must be clearly agreed between your office and CodaBox.


Configuration of the delivery mode

CodaBox contacts your office to help you during the configuration of your delivery mode, for each of your softwares (except EOL). According to your delivery mode, CodaBox sends you:

  • FTP : An e-mail to make your choice
  • API : The API token
  • Yuki : The FTP connection info


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