Update a company's details yourself via MyCodaBox: for example, company code, address, email, enterprise name, representative, etc. Some changes will impact your mandates, if they haven't been signed yet by your client.
How to change a company's details via MyCodaBox
- In MyCodaBox, click Companies > Company list > Search.
(Can't find the company? Click here for more info on navigating between organizations/environments.) - Click the Company code to see the details.
- On the page 'Company info', click Edit company info to modify the details.
- Confirm the changes by clicking Save Changes.
Which fields can be adapted?
All fields are editable, except for the Enterprise number.
★ | Exception: if the 'Enterprise number' field is empty, you can fill it in. In that case, the enterprise name cannot be changed. |
Depending on which details are modified, a warning message may appear:
Read this to understand the possible impact following the modification of this field (more info below in troubleshooting).
Depending on which details were modified, a window appears after saving the changes:
Its content varies according to the type of management you chose for your mandates.
This procedure is also available in a short video
Important: Add missing email addresses |
The email address for the company, that you provide us via MyCodaBox allows us to send your client some important reminders related to the signature and activation of their mandates.
Via MyCodaBox you can easily search companies who do not have an email address registered at CodaBox.
Find and add missing email addresses
In MyCodaBox, go to Companies > Company list > Use the filter 'Missing email address'.
Via the search results, you can open the company info and add the missing email addresses.
Troubleshooting |
Why can't I modify the field Enterprise name?
This field is not modifiable if the Enterprise number has not yet been entered.
A message is displayed when I change the field 'Company code', why?
This message is informative and does not prevent the modification of the Company code but draws your attention to the fact that this modification has consequences at the level of the folder in which the files for this company will be delivered.
In which cases does changing a company's details impact the mandates?
Mandates that have not yet been signed by the client, must be submitted to the client again with the new details.
- Download mandate (and then send it to your client)
- Copy signing link (and then send it to your client)
- Resend to client (CodaBox resends the mandate to your client)
- Archive (this cancels the mandate-request)
Note: * The possible actions depend on the type of bank and the agreement you have with CodaBox regarding the management of mandates.
How do I change my own enterprise's details?
- Company code
- Language
- Exact Online Digital Mailbox
![Edit your details in Company info and in Organization info](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/3010164961806/original/qIk9vBg6SeLkQeOY8ec1x0eXv0nTHmbgNg.png?1715176623)
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