To allow CodaBox to retrieve your client's CODAs for a KBC/CBC account, your client must perform an action in his/her bank application to create the link between CodaBox and the bank.
To create this link, your client has to log in to his/her CBC/KBC Touch or Business Dashboard and select CodaBox as external software for each account concerned.
Did your client follow the procedure below to link his/her bank account to CodaBox?
➟ This info is available in your Dashboard
Procedure to communicate to your client:
Activation in KBC Touch
- Log on to KBC Touch
- Click on your account name on the top right
- Click on 'Settings'
- On the 'profile' page, click on 'Settings'
- You will see 1 of the following options under 'Link to external software package':
| LINK | LINKED TO CODABOX |
| Click on this option | Click on this option |
| Select the account(s) to link | The account(s) already linked is/are selected |
| In the drop-down menu that contains the list of external software > Select CODABOX | Select all other accounts to be linked |
| Accept the terms and conditions and Click on Link | |
| Sign |
Note: The Linking function is only available to professional users
Activation in Business Dashboard
- Go to KBC Business Dashboard and click on 'Settings'
- In 'Accounts & Cards', click on 'Use by third parties'
- In 'Usage of your KBC-account by thirds parties', click on 'Export account details to your software'
- Click on 'Create link' and select the account(s) to link
- In the list of external software, select CODABOX
- Accept the terms and conditions and sign the transaction
Important :
If your office still does not receive CODAs, even though your client has followed the above steps to link up with CodaBox:
- Go to your Dashboard to check if your client has linked his/her bank account to CodaBox
- Check with your client to make sure he/she has followed all the steps in the procedure for the account(s) concerned.
- See our article about possible causes in the section Linking the KBC/CBC account with CodaBox: Troubleshooting!
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