Why archive a client in MyCodaBox? 


You no longer want to see one of your clients in your MyCodaBox platform 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
  • Other


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


How to archive a client?

Go to MyCodaBox and open an individual client

On the right hand side of the screen, click on Client actions ... > Archive client

Select the reason for archiving, activate the box "I understand the consequences of this action" and confirm by clicking the Archive client button.


Important : 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'


Are archived customers still visible in MyCodaBox?

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


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

This list (CSV, Excel) contains only active clients.


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'

  • 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


Is it possible to 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).


Is it possible to 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 platform A, can I recreate him/her on my platform B?

Yes, just perform the procedure Create a new client on platform A and then execute procedure Transfer a client to another platform also on platform A.