Credit card statements are published once a month (if there were transactions).
The exact date depends on the credit card period of the bank: the date on which the periods are closed is different for each bank.
Automated delivery methods and file types |
CodaBox delivers the PDF+
- The XML file via MyCodaBox
- The XML file via FTP on your server, in the folder COMPANYCODE/YEAR/CARO
- The XML file via CodaBox Connect API (currently Yuki and Horus)
CARO and accounting software
The following softwares can automatically read the CARO XML: Adsolut, Yuki, BOB and Horus
- How to process CARO files in Adsolut? Info in NL / Info in FR
- How to process CARO files in Yuki? Info in NL / Info in FR
⍰ Why can't the XML file be imported into all accounting software yet?
Other accounting softwares have not yet implemented the integration of the XML files. While waiting for the XML integration, you can currently use the PDF file.
- Is your accounting software not compatible but your daily CODA files are delivered to your server?
You will then also receive the CARO credit card statements in PDF format on the same location for each company, in the 'CARO' folder. - Is your accounting software not compatible and you have no delivery of CODA on your server?
The solution? ➞ Download the PDF via MyCodaBox! (see below)
File delivery via MyCodaBox |
As soon as a credit card statement is available, you can download it via MyCodaBox.
The credit card statements remain available for download from MyCodaBox for a period of 24 months.
- Go to MyCodaBox > Mandates & Services > CARO > Find the company you wish to download the credit card statements for. Download is available for client references with the 'Active' status.
- Click Manage.
- In the next screen, click Download to get the available CARO files.
- Select the period and click Download.
The statements are downloaded in a .zip file with a name composed of CARO + the period you have chosen. For example: CARO - 202007.zip
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