MyCodaBox is built for your organization. Within the organization, you can manage all your clients, organized by software.
Do you manage clients across multiple organizations (for example, if you work for multiple accounting offices in a group structure)? Then you can use the top menu to navigate from one organization to another.
Do you use different accounting softwares? Then you have different environments (a separate environment for each software that you use) within MyCodaBox and you can navigate from one environment to another via the top menu.
Then, in the left menu, you'll see the companies and services for the selected organization and environment.
Note: The Administration menu is only available to users with Admin role in MyCodaBox.
Change your organization's details
☆ | If you change certain details while a new mandate for your own company has been requested and isn't signed yet, you will be notified that this mandate has been updated and the updated version must be signed. |
→ | Does your Enterprise number or VAT number need to be changed? Click here for more info about mergers or change of status, and fill in the online form. |
One login account for MyCodaBox with access to all of your environments
Access to MyCodaBox for your organization is based on a personal user account.
With just one account, you can access multiple environments in MyCodaBox (the accounting softwares you use) within your organization.
You can create an unlimited number of users from MyCodaBox - completely free of charge - for your organization (if you work with several colleagues).
Change the details of your environment (accounting software)
→ Are you changing your accounting software? You cannot change this yourself. See below.
Are you changing your accounting software or using a new one?
Contact helpdesk@codabox.com
|
You work with several accounting softwares already registered with us and you want to transfer your client?
Via MyCodaBox, you can transfer your client to another of your environments
Access the client list of another accounting office (e.g. merger)?
Example:
You're about to merge with another accounting office, but for the time being you'll continue to exist under separate company registration numbers.
→ The other office can invite you and give you access to their organization's MyCodaBox. More info in this article.
See also our related articles