Follow these steps


Adding an account for an existing client

To add a bank account for an existing client, go to MyCodaBox and search and select your client in the CLIENTS - Client List menu. In the details screen of your client, under the tab Coda, you can add a bank account by clicking New Coda Mandate:

Add a bank account for an existing client in MyCodaBox

Notes:

  • The list of Existing orderable bank accounts = The archived bank accounts for this client that can be ordered.
  • The list of Not orderable bank accounts = Accounts that have already been requested and are therefore being processed for this client and can no longer be ordered.


This procedure is also available in a short free video 
On this page you can watch a short video tutorial  'How to add a bank account?'. Be sure to check out our other free video tutorials, which walk you step-by-step through MyCodaBox with concrete examples.



Troubleshooting


Message in MyCodaBox when ordering an account: 'Can not be ordered'

When adding a bank account in MyCodaBox via Client-Client List-Client Details-New CODA Mandate-Bank Accounts, a message appears: 'Can not be ordered'

Information message displayed when a bank account cannot be ordered in MyCodaBox

Some specific bank investment accounts can be shared between companies: this type of bank account belongs to the bank and no mandate can be ordered on this type of account.


What types of bank accounts can be added?
  • New bank account belonging to a partner bank
  • Archived bank account belonging to a partner bank and linked to the current client

The Bank Account must be unique in our system.

If the system detects that this data already exists, an error message appears when you choose Save Mandate.

You or another accounting office may have registered the account incorrectly in the past.
To check whether this is the problem, you can search for the account in your CODA Mandates list. If you have multiple environments, you must also search on the other environments.


The bank account is already registered with another client of your accounting office
The bank account is already registered with another accounting office
Send an e-mail to helpdesk@codabox.com to provide us with the correct bank account number and Client Code.

Indicate that this account is incorrectly registered with another client, which means that you cannot link it to the right client via MyCodaBox.


► We will do whatever is necessary
Send an e-mail to helpdesk@codabox.comSupport@codabox.com to provide us with the correct bank account number and Client Code.

Indicate that you can't add this account via MyCodaBox because it already exists in our system.

► We will do whatever is necessary


Types of accounts not compatible with CODA / Rejected by the bank
Some account types do not allow the delivery of CODA files, either because it is a rule set by the bank or by CodaBox. 
All the info in this article.

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