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:
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 Multi-environment. A single account is all you need to access multiple environments (the accounting softwares you use) 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 |
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 |
Note: The Administration menu is only available to users with this role in MyCodabox.
ORGANIZATION
ENVIRONMENTS
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 fill in the online form. - 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
- Manage your personal MyCodabox user data (name)
- Change your password
- Manage 2FA: enable two-factor authentication to make your account even more secure
- Log out
LEFT MENU: Managing Companies - Services - Mandates - Info and useful links |
DASHBOARD
- Overview of existing problems at company level
Corrective actions to be taken by the accountant, to avoid loss of time when company data is incorrect or missing.
Currently (other problem reports are being developed), this dashboard groups the companies for which:- Can't deliver emails to the company email address
Important: The e-mail address is required to send CODA/SODA documents to your client and to deliver VOILA invoices. - Account holder has not yet made the link with Codabox for KBC/CBC account
The accountholder has not yet created the link with Codabox in their KBC/CBC banking app.
Note: Mandates are only displayed on the Dashboard if the link is not made within 7 days. - Account holder has cancelled the link with Codabox for KBC/CBC account
You are no longer receiving CODA for this account. The account holder needs to recreate the link via the banking app. - Can't deliver files to Exact Online
Check and correct the settings in Exact Online and MyCodabox - Company has revoked a CARO consent
Concerns KBC/CBC clients: The link must again be established in the banking application.
- Can't deliver emails to the company email address
- 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.
- 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.
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).
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?
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