For every active account, you can obtain CODA from the past via MyCodabox.

To receive the CODA files, you can opt for:

  • instant download via MyCodabox or
  • automatic delivery to your software: you will then receive them within the next 24 hours via your daily delivery method (if your software does not support this, you will not see this option in MyCodabox).


How?

  1. In MyCodabox, go to Mandates & Services > CODA.
  2. Find the company in the list.
    (Can't find the company? Click here for more info on navigating between organizations/environments.)
  3. In the rightmost column, under 'Actions', click Delivery on demand.
    Select Delivery on demand in MyCodaboxA pop-up opens. See below.


Which dates/period? 

The screen shows a calendar field and the date of the first and last available CODA file.
Open the calendar to view the period. Files that have not yet been delivered, are marked in the calendar with a light blue dot.


Select the entire available period or another date range within this period. You can also select a separate period per bank account.
The gray drop-down tables give you more information about the options and limitations.
Options to select within the available period

Do you want to use the option 'Advanced (per bank account)? Click here for more instructions
Select the account(s). The period of availability of CODAs by bank account is clearly indicated. Select this period or another date range within this period.
Get a delivery on demand with separate selections per bank account



More info about the available CODA
  • By default, the calendar will show the CODA that the bank has already generated since the start of the bank mandate, with a limit of up to 2 years in the past.
  • In many cases, our Historical CODA feature allows you to also retrieve the missing bank history from the period prior to the activation of the mandate (no fees apply).
    • Have you already requested Historical CODA and did your client give consent? You will see the additional files in the calendar via Delivery on demand and you can retrieve them (again). More info: troubleshooting.
    • Would you like to request Historical CODA? More info about the request and status follow-up. 
  • Do you see certain dates within the available range in the calendar that you cannot select? We cannot fill these gaps. Perhaps there were no transactions.


Delivery or download

Once you have made your selection, click Download CODA or Deliver CODA. 

  • Download CODA: You will immediately find the files on the download location that is configured via your browser. 
  • Deliver CODA: You will receive the files within 24 hours via your daily delivery method. You will immediately see how many files you will receive, per bank account (if your software does not support this, you will not see this option in MyCodabox):
    Overview of the files to be delivered