How to add an account for an existing company
  1. In MyCodaBox, click Companies > Company list > Search.
  2. In the far right column, click New Coda Mandate.
    The company page opens.
  3. On the CODA tab, click New CODA Mandate+.Add a bank account for an existing company in MyCodaBox
  4. Add the bank account(s) and click Save Mandate.


Notes:

  • The list of Existing orderable bank accounts = The archived bank accounts for this company that can be ordered.
  • The list of Not orderable bank accounts = Accounts that have already been requested and are therefore being processed for this company and cannot be ordered.


This procedure is also available in a short video 
On this page you can watch a short video tutorial  'How to add a bank account' (note: some of the wordings on the screens have since changed). 
Be sure to check out our other 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 Companies > Company list > New CODA Mandate, a message appears: 'Can not be ordered'.

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

Possible reasons:


Bank investment account

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.


The bank account already exists in our system

This account may have been registered incorrectly in the past (by you or by another accountant). 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 one of your companiesThe bank account is already registered with another accounting office
Send an e-mail to helpdesk@codabox.com with the correct bank account number and Company code.

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


➟ We will do what is needed
Send an e-mail to helpdesk@codabox.com with the correct bank account number and Company code.

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


➟ We will do what is needed



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 company


The bank account must be unique in our system.

If the system detects that this account already exists, an error message appears when you choose Save Mandate (see above 'Can not be ordered').


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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