Follow these steps

I create a new client

Easily create a new client via MyCodaBox - CLIENTS - New Client

In the screen that appears, enter the required information about your client and click on Save Client.

When filling in the fields during the creation of the new client, please consider the following information:

  • Client code: This is a unique value that will be linked to your client (certainly useful if you have 2 clients with the same company name but with a different company number or VAT number) and which is used as the folder name in the CODA tree structure 
  • Client email : Please do not enter your office email address, but your client's unless it concerns your own account
  • Exact Online Digital Mailbox: Fill in the Exact Online "digital address" (field only visible if your platform is created for the Exact online software)

Or watch our 'MyCodaBox Academy' video

With our video we answer your questions in a matter of minutes! Interested in more video tutorials?

☛  Subscribe to our Youtube Channel 'MyCodaBox Academy' (NL) (FR)

Note: The video isn't available in English but you can have a look at the FR and NL video below

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