To allow Codabox to retrieve your client's CODA for a KBC/CBC account, the account holder must create the link between Codabox and the bank, via the banking app.


Here you'll find instructions for the account holder.

Here you'll find more info to help you understand the steps and the mandate procedure for KBC/CBC.

 

How can you check if this link has been created by your client?

➞ Via the Dashboard: It shows the detected issues and allows you to filter per type (KBC/CBC account not yet linked).

★ New KBC/CBC mandates only appear in the dashboard if the link with KBC/CBC bank has not been created by your client within 7 days.


  1. Go to MyCodabox > Dashboard > Detected issues.
    You'll see the notification 'Account holder has not yet made the link with Codabox for KBC/CBC account'.
  2. Click the name of the company for more details about the company and the mandat(s).
    Dashboard KBC link
  3. Ask the account holder to follow these instructions in the banking app.
    You will receive CODA once that is done.


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