MyCodaBox is a platform that is created and configured by CodaBox during the process of registering your account in our system.


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


This information is accessible via various menus:


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 clients data in a 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 as well as the activation date of these mandates.

    Search for CODA mandates and Bank accounts according different criteria.

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

  • Soda

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

    Search for SODA mandates according to different criteria.

    Export SODA mandates in CSV or Excel format.

  • Voila

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

  • Caro

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