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 customer 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 - Client information - Transfer to another platform

Resending CODA?

In the 'Free note field', specify your request by indicating the date from which you want CODA to be resent. You are the right person to determine this date, which is important so you can continue to work optimally for this client in your new accounting software.

 Tracking the status of the transfer?

Go to the destination platform on MyCodaBox : CLIENTS - Clients Transfers List - Platform Transfer - Transfer State column

 

Tip

An 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?

☛  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