Why archive a client in MyCodaBox? 


You no longer need CodaBox services for a particular client? Avoid unnecessary fees.

You no longer want to see one of your clients in your MyCodaBox environment for one of the following reasons:

  • The client stops his/her activities
  • The client is switching to another accountant
  • The client doesn't want to use the CodaBox services anymore
  • The cost of the CodaBox services
  • ...


➟ You can archive the client: this action stops further administrative tracking and/or active CodaBox services for the client.


How to archive a client?
  1. In MyCodaBox, click Clients > Client List > Search.
  2. Click the Client Code to display the details.
    Search client in MyCodaBoxThe client information page opens on the 'Client' tab.
  3. Click Archive client.
    Archive a client in MyCodaBox
  4. Select the reason for archiving, activate the box 'I understand the consequences of this action'.
    Confirm by clicking the Archive client button.
    Confirm the archiving of your client via MyCodaBoxImportant : Choose the reason that corresponds to the situation when archiving.
    The fees charged by the bank will be stopped, EXCEPT if you select 'The client is switching to another accountant'


Questions & answers 


Are archived clients still visible in MyCodaBox?

No, the menus that give access to the Clients/Services only show the active clients.


When I export my client list, what does it contain?

This list (CSV, Excel) contains only active clients.
Export client list in MyCodaBox


Is it possible to display the details of an archived client?

No.


The archived client has a BNP/Belfius mandate, can I stop the CODA costs charged by his/her bank?

Yes, all the options offered during the archiving process stop the costs charged by the bank, EXCEPT if you select 'The client is switching to another accountant' (in this case, the bank continues to charge the cost to the client).

  • The client stops his/her activities
  • The client is switching to another accountant
  • The client doesn't want to use the CodaBox services anymore
  • The cost of the CodaBox services
  • Other

Can I reactivate an archived client, who is still a client of my Accounting Office?

Yes, by following the Create a new client procedure (it is possible to reuse the same client code).


Can I reactivate an archived client who is no longer a client of my Accounting Office?

Yes, by following the procedure Transfer a client to my Office.

 

The archived client was registered on my environment A, can I recreate him/her on my environment B?

Yes, just perform the procedure Create a new client in environment A and then follow procedure Transfer a client to another environment also on environment A.


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