Why can't I modify the field Enterprise Name?

This field is not modifiable in case the UEN has not yet been entered.

A message is displayed when I change the field 'Client Code', why?

This message is informative and does not prevent the modification of the Client Code but draws your attention to the fact that this modification has consequences at the level of the folder in which the files of your clients will be delivered.

When is there an implication on the mandates, after the adaptation of my client's data?
After modifying your client's details, our system checks whether this affects the mandates. 

Mandates that have not yet been signed by the client, must be submitted to the client again with the new data.

If the client still has mandates in an "unsigned" status ( Available online - In Preparation - Sent-Client or Problem), 
a pop-up will be shown with the possible actions you can take

Which actions*?
  • Download mandate (this way you can provide it to your client)
  • Sign with Twikey
  • Archive
  • Resend to client (this triggers CodaBox to resend the mandate to your client)

Note: * The possible actions depend on the type of bank and the agreement you have with CodaBox regarding mandate management.

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