As an Accounting Office, there are different ways to receive CODA files from your clients.

After subscribing to the CodaBox Services, you order the CODA service and then choose one of the following delivery methods :  

  • You receive the CODA files directly on your server.

    The files are delivered via an FTP delivery method and the result is a tree structure compatible with your accounting program.

→ You choose one of the above delivery methods and your client can also Receive his CODA files in PDF format if he wishes.

Note: To activate the sending of CODAs by e-mail to your customer, activate the general option in your MyCodaBox platform in your Settings and also Individually for the concerned client.