MyCodaBox is an environment 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 your MyCodaBox environment!


Manage your clients?

When you log in to your environment, you can manage your clients, their mandates and the services you have activated for them.


Do you work with multiple software packages? 

MyCodaBox is Multi-environment. A single account is all you need to access multiple MyCodaBox environments (the accounting softwares you use).
As long as the environments belong to the same organization that you are a part of, you can now access each of your MyCodaBox environments!


Manage MyCodaBox users?

You can create an unlimited number of users yourself from 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!


TOP MENU: Manage and access your Organizations - Environments


https://www.mycodabox.com/

MyCodaBox top menu


Connect to MyCodaBox


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


ORGANIZATION
If you manage clients 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 MyCodaBox environments. You don't need to log out and log back in to manage the clients 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 MyCodaBox environments via this menu.


ADMINISTRATION
  • Manage users: Displays MyCodaBox users with access to your organization and allows you to manage them.
    A new colleague joining? Invite them to MyCodaBox yourself, and they'll be up and running in 5 minutes!
  • Organization info: Contains your organization's data registered with CodaBox.
    Needs to be changed? Contact helpdesk@codabox.com
  • CodaBox Connect: Displays an overview (CodaBox Connect consents) of the applications that have access to your clients' files, along with the consent status and consent ID.
    Changing accounting software? Use this menu to revoke an application's access to your clients' files.

YOUR ACCOUNT


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


DASHBOARD


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.


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.


ENVIRONMENT
  • 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
  • Environment info 
    Data about your environment 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
  • Status Page
    Access to our Services Status page

Forgot your login? Need more info on our features?

See also our Related Articles