Support for CodaBox

• What is MyCodaBox ?
• Create and manage your MyCodaBox login / password and other users
• MyCodaBox for your organization(s) and your accounting software(s)
• Get your files faster: tips to detect any problems or delays for requested services

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 company & Troubleshooting
• Archive a 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

• Add a company & Troubleshooting
• Transfer a company to another environment & Troubleshooting
• Transfer a company from another accounting office to your accounting office
• Verifying your client's e-mail: An important step!
• PDF of CODA/SODA for your client
• Archiving a company: Questions & Answers
• Edit a company's details & Troubleshooting

• CodaBox Sync Tool: User manual
• Configuration - Methods - Software: how are your CODA files delivered?
• 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
• Connect Odoo to CodaBox

• 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 70€/month per environment!
  

CARO = Receive your client's credit card statements

Currently available for Argenta, Bank Van Breda, BNP Paribas Fortis, Crelan (AXA), Fintro (BNP Paribas Group) and KBC/CBC clients!

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

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