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 your client 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.
Transfer your client to your other platform
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
If needed, in the 'Redeliver past CODA's' field, select the date as of when you want the CODA to be redelivered.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.
Please note that we can only deliver CODA that we have received from the banks
This procedure is also available in a short free video
Track transfer status
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?
➞ See our 'Troubleshooting' section below
What about the Services my client had subscribed to before his transfer to another of my platforms?
Active Service BEFORE the Transfer
|STATUS after the Transfer|
|CODA - SODA - VOICI - CARO||Always Transferred|
|VOILA||Transferred if activated during transfer||Not transferred if not activated during transfer|
Note: When a client signs a contract directly with CodaBox: only the CODA Service remains active.
Did your client's platform transfer request fail?
- You are an Accounting Office, client of CodaBox, who works with several accounting software and you have access to several MyCodaBox platforms
- You have launched the procedure to request a platform transfer via MyCodaBox but an error message appears
➞ Platform transfer may fail for several reasons:
Incorrect data or selection not completed
When clicking on Confirm to validate your transfer request, some data appears to be missing.
In order to be able to confirm your transfer request, the following data must be adapted:
- The destination platform must be selected
- The e-mail address must be valid
Existing transfer request
In the client screen, by clicking on Transfer to another platform, this message appears:
If a transfer request has already been made for this client, a new transfer request cannot be created.
Please contact our Support via firstname.lastname@example.org to check if there is already a similar request in progress and its status.
Something went wrong
By clicking on Transfer to another platform, this message appears:
|➞ If this message appears, please contact our Support via email@example.com|
See also our Related Articles