MyCodaBox is an environment, that is created and configured by CodaBox, during the process of registering your account in our system.

When you log on to your environment, you have access to your CodaBox account settings and you can manage your clients, their mandates and the services they subscribe to.


Clients/Services/Mandates management via various menus


DASHBOARD
  • Overview of existing problems at client level
    Corrective actions to be taken by the accountant, to avoid loss of time when client data is incorrect or missing.
    Currently (other problem reports are being developed), this dashboard groups the clients for which :
    • The contact e-mail address of your client is incorrect.

      Important: The e-mail address is required to send CODA mandates to your client and to deliver VOILA invoices.

    • KBC/CBC bank account is not linked to CodaBox

      Your client has not yet created the linked with CodaBox in his/her KBC/CBC banking app.

      Note: Mandates are only displayed on the Dashboard if the link is not made within 7 days. 

    • Can't deliver files to Exact Online

CLIENTS
  • Client List
    This list contains all your clients and can be updated via New Client. For existing clients, you can easily apply for new mandates and services. Export client data in CSV or Excel format.
  • Client Transfer List
    Track the status of your client transfer requests.
  • New Client
    Add clients to your list of existing clients by completing the form available in this section.


CLIENT MANDATES & SERVICES
  • Coda

    List of all CODA mandates of your clients, their status and the activation date of these mandates.

    Search for CODA mandates and Bank accounts by different criteria.

    Export CODA mandates and bank accounts in CSV or Excel format.

  • Soda

    List of all SODA mandates of your clients, their status and the activation date of these mandates.

    Search for SODA mandates by different criteria.

    Export SODA mandates in CSV or Excel format.

  • Voila

    List of all your clients registered with CodaBox for whom you have ordered or can order the VOILA service.
    Display of activation status.
    Search for clients by different criteria.

  • Caro

    List of all your clients for whom you have ordered or can order the CARO service.
    Display of activation status.
    Search for clients by different criteria.

ACCOUNT
  • Settings
    Configuring the receipt of the PDF version of CODA / SODA for your clients
  • Contracts & Services
    Useful information about all Contracts and Services offered by CodaBox
  • Fiduciary information 
    Data about your account registered with CodaBox

LINKS
  • e-Box
    Link to the Social Security portal
  • What's new
    Link to our FAQ with an overview of all the new features. 


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