Follow these steps
I transfer my client to my other platform
If you want to transfer a client folder to another of your MyCodaBox platforms, you can request this transfer, as well as the resending of CODA for this client, directly in MyCodaBox.
The principle is easy: The transfer of your client to the new platform is done without cancelling the delivery of CODA/SODA, and without having to sign a new mandate!
✓ To ensure an optimal transfer and timely delivery of CODA to the new MyCodaBox platform, create your transfer request when you have already started managing your client's folder in your new accounting software.
How to do this ?
Go to the original MyCodaBox platform
CLIENTS > Client list > Client search, double click to display the details > Client tab > Client actions .. > Transfer to another platform
Tracking the status of the transfer?
Go to the destination platform on MyCodaBox
CLIENTS - Clients Transfers List - Platform Transfer - Transfer State column
TipAn error message during the process of transferring your client to another platform?
⇨ Please check My client's platform transfer request failed
Or watch our 'MyCodaBox Academy' video
With our video we answer your questions in a matter of minutes! Interested in more video tutorials?
Note: The video isn't available in English but you can have a look at the FR and NL video below