MyCodabox is an online portal that is created and configured by Codabox, during the process of registering your accounting office in our system.


Save time and increase convenience: the Codabox services

Thanks to Codabox, you can receive the following files directly and securely:

  • CODA: daily receipt of the encoded bank statements you need for your accounting. Always sorted and on time.
  • SODA: always receive the most recent and standardized digital payroll entries. Accurate and with analytical information.
  • VOILA: easily receive structured digital purchase invoices via Peppol. Fast and efficient.
  • CARO: monthly receipt of the digital credit card statements linked to the correct file. Neat and error-free.

Request these services via MyCodabox!


Manage your companies?

When you log in to MyCodabox, you can manage your companies, as well as the mandates and the services you have activated for these companies.


Do you work with multiple software packages? 

MyCodabox is a multi-software solution! A single account is all you need to access multiple environments (the accounting softwares you use) in MyCodabox, where you manage your companies and services per environment.
As long as the environments belong to the same organization that you are a part of, you can now access each of your environments in MyCodabox!


Manage MyCodabox users?

You can create an unlimited number of users yourself from within MyCodabox - completely free of charge - for your organization (if you work with several colleagues).

In MyCodabox, you can designate specific users within your organization to act as administrators. These 'Admin' users can manage other users and invite new ones.


Safe?

In MyCodabox, you can enable two-factor authentication: that way, your account will be extra secure!


LOG IN


https://www.mycodabox.com/

Connect to MyCodabox


Are you a new Codabox customer and have you not yet logged in to MyCodabox? You'll find more information here.


Have you not yet signed up? Would you like to join Codabox?


TOP MENU: Manage and access your Organizations - Environments

MyCodabox top menu


Note:  The Administration menu is only available to users with this role in MyCodabox.


ORGANIZATION
If you manage companies across multiple organizations (for example, if you work for multiple accounting offices in a group structure), you can navigate from one organization to another via the top menu.


ENVIRONMENTS
A single account is all you need to access multiple environments in MyCodabox (one environment per software or per branch). You don't need to log out and log back in to manage the companies of another software package. As long as the environments belong to the same organization that you are a part of, you can access each of your environments in MyCodabox via this menu. 
Are you planning to use an additional software? You can add you the additional environment in MyCodabox yourself. Delivery is set up according to the possibilities of that software.


ADMINISTRATION
  • Manage users
    Manage the MyCodabox users within your organization.
    A new colleague joining? Invite them to MyCodabox yourself, and they'll be up and running in 5 minutes!
  • Organization info
    Manage the details of your organization(s) that are registered with Codabox, e.g. the address or the invoicing email address.
    → Does your Enterprise number or VAT number need to be changed? You'll need to contact Codabox. Click here for more info about mergers or change of status, and contact Codabox in a timely manner.
  • Codabox Connect
    Displays an overview (Codabox Connect consents) of the applications that have access to the companies' files, along with the consent status and consent ID.
    → Changing accounting software? Use this menu to revoke an application's access to these files.

YOUR ACCOUNT


LEFT MENU: Managing Companies - Services - Mandates - Info and useful links


DASHBOARD
  • Service activation rate: the number of services used versus total number of companies
    Let Codabox help you save even more time: check here for how many of your companies the service CODA, SODA, VOILA or CARO hasn't been activated yet:
    • Click the light blue part (right) on one of the bars to see the list of companies for whom the service hasn't been activated.
      ➟ You can then click on the company code and immediately request the service OR - if you had already requested the service - check on the status and find out why the service isn't activate yet (for example mandate not yet signed). 
    • Click the dark blue part (left) on one of the bars to see the list of companies for whom the service is already activated.

Once you click one of the bars, you can use the button Request analysis at the top right, to receive a free, no-obligation and personal analysis:  

➟  Based on the transactions in the CODA files, Codabox selects the companies for which the service SODA, VOILA or CARO can save you time. You'll discover, for example, which companies regularly make payments to multiple suppliers that are registered on Peppol (activate VOILA), which companies regularly use their credit card (activate CARO), or which companies regularly make payments to a social secretariat that is a partner of Codabox (activate SODA).


The dashboard contains a number of widgets, which you can configure to your preference:
Hide widgetHide widget
Extend or reduce width of the widgetExtend or reduce the width of the widget
Move widgetWhen your cursor changes into a hand, you can click the left mouse button to grab a widget and move it
Configure widgetsUse the menu in the top right corner of the dashboard to hide or reveal widgets


COMPANIES
  • Company list
    This list contains all of the companies you registered on MyCodabox (add a new company via + Add or transfer in the left menu). For existing companies, you can easily apply for new mandates and services. Edit a company's data or export company data in CSV or Excel format.
  • Company transfer list
    Track the status of your company transfer requests.
  • + Add or transfer
    Add a company and enter their details OR transfer a company, which already exists with Codabox (for example, under another accountant), to your office.


MANDATES & SERVICES
  • CODA
    List of all CODA mandates per company, their status and the activation date of these mandates.
    Search 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 per company, their status and the activation date of these mandates.
    Search SODA mandates by different criteria.
    Export SODA mandates in CSV or Excel format.
  • VOILA
    List of all the companies you registered with Codabox for whom you have ordered or can order the VOILA service.
    Search companies by status.
    Display of activation status.
  • CARO
    List of the companies for whom you have ordered or possibly could order the CARO service.
    Search companies by status.
    Display of activation status.


ENVIRONMENT
  • Services & tarifs
    Useful information about the services offered by Codabox.
  • Environment info 
    Manage the details of your environment(s) that are registered with Codabox (e.g. the email address where you receive Codabox communications).
    → Are you changing your accounting software? Contact helpdesk@codabox.com


LINKS
  • e-Box
    Link to the Social Security portal
  • What's new
    Link to our FAQ with an overview of all the new features
  • Status Page
    Access to our Services Status page

Forgot your login? Need more info on our features?

See also our Related Articles