Support for CodaBox

• What is MyCodaBox ?
• Create and manage MyCodaBox login / password
• MyCodaBox: Access and accounting software
• I activate the setting 'Clients receive PDF of CODA and SODA'

Mandates

• Mandates - different states
• Download mandates
• Sending - Signing - Follow-up of mandates
• Electronic signature of mandate with Twikey
• Mandate in "Problem"
• Active CODA mandate?
• Archiving a CODA mandate / Reactivating an archived mandate

Bank Accounts

• Bank accounts - different states
• Add bank account for an existing client & Troubleshooting
• Archive 1 bank account
• Order archived bank account 
• CodaBox not informed when account was closed at the bank
• Bank accounts not to order

Costs charged bij CodaBox

• Pricing of our Services

• Create new client & Troubleshooting
• Transfer a client to another platform & Troubleshooting
• Verifying your client's e-mail: An important step!
• Archiving client: Questions & Answers
• Managing my client data: Updates & Troubleshooting

• CodaBox Sync Tool: User manual
• Configuration - Methods - Software
• Overview of supported software and how they access CodaBox files
• PDF of CODA/SODA for your client
• Change financial year in Bob
• CodaBox/Exact Online interactions: Help & Troubleshooting
• CodaBox/Yuki interactions: Help & Troubleshooting

• Request resend CODA
• Belfius / BNP Paribas Fortis and costs for CODA
  
• My first CODA file: delivery time?
• CODA files legally compliant?
• Possible CODA suppliers
• Time saving calculator with CODA
• Difference between CODA and PSD2?

Bank specific procedure

• Specific information per bank

• SODA for less than 65€/month per platform!
  

CARO = Receive your client's credit card statements

Currently available for Argenta, Axa, BNP Paribas Fortis, Crelan and Fintro clients!

• CARO in brief!
• Format - Delivery - File integration
• Ordering CARO - Follow-up - Troubleshooting
• Toolkit for the Accountant - Steps client consent
• Questions & Answers

• Working and Suppliers
• Questions and answers about VOILA 
• Channels: Peppol en Zoomit
• Ordering VOILA via Boost activation
• Ordering VOILA for one client