Environment Transfer |
If you want to transfer a company to another one of your MyCodaBox environments (e.g. a different accounting software), you can request this transfer directly in MyCodaBox, and simultaneously also request the resending of CODA for this company.
The principle is easy: The transfer of a company to the new environment is done without cancelling the delivery of CODA/SODA, and without having to have a new mandate signed!
★ To ensure an optimal transfer and timely delivery of CODA to the new MyCodaBox environment, create your transfer request once you have already started managing this company's file in the new accounting software.
Tip: Receiving an error message during the process of transferring a company to another environment?
➞ See our 'Troubleshooting' section below.
Transfer a company to your other environment
- Go to the MyCodaBox environment where the company was originally listed.
- Click on Companies > Company list > Search.
- Click the Company code to display the details.
The company information page opens on the 'Company' tab. - Click on Transfer company to another environment.
- A pop-up appears. Select the environment and fill in the other fields as per your needs for this company (see also below 'Resend CODA').
- Click Save Changes.
Resend CODA
When you transfer a company to a different environment, you can - if needed - simultaneously request the re-delivery of CODA files from the past to the environment you're moving this company into.
In the 'Redeliver past CODAs' field, select the date as of when you want the CODA to be redelivered.
You are the right person to determine this date, to allow you to work optimally for this company in the new environment.
! Please note that we can only deliver CODA that we have received from the banks
What about the services that were activated for this company before the transfer to another environment?
Active service BEFORE the Transfer | STATUS after the Transfer | |
| CODA / SODA / VOICI / CARO | Always Transferred | |
| VOILA | Transferred if selected during the transfer request | Not transferred if not selected during the transfer request |
This procedure is also available in a short video
Track the transfer status
Go to the MyCodaBox environment that the company is meant to be transferred to.
Companies > Company transfer list > tab Environment transfer. Check the 'Transfer State' column.
Status: what do the different states mean?
➞ All info in this article.
Troubleshooting |
Did the environment transfer request for a company fail?
- You are a client of CodaBox, and you have access to several MyCodaBox environments.
- You have launched the procedure to request an environment transfer via MyCodaBox but an error message appears.
➞ Environment transfers may fail for several reasons:
Incorrect data or selection not completed
When clicking on Save changes to make your transfer request, some data appears to be missing.
➞ In order to be able to confirm your transfer request, the following details are required:
- Select the destination environment
- Enter a valid email address
There was already an existing transfer request for this company
In the screen 'Company info', when clicking on Transfer company to another environment, this message appears:
If a transfer request has already been made for this company, a new transfer request cannot be created.
➞ Contact helpdesk@codabox.com to check if there is already a similar request in progress, and to check on its status.
Something went wrong
When clicking on Transfer company to another environment, this message appears:
 | ➞ Contact helpdesk@codabox.com |
See also our Related Articles