Support for CodaBox

• What is MyCodaBox ?
• Connect to MyCodaBox
• MyCodaBox and my accounting softwares
• I activate the setting 'Clients receive PDF of CODA and SODA'
• New accounting software, what is the impact on my MyCodaBox platform?
• MyCodaBox password : Procedure/Troubleshooting
• Requesting MyCodaBox access for my Office's collaborators

Mandates

• Mandates - different states
• Download mandates
• Sending - Signing - Follow-up of mandates
• Sending by e-mail
• Electronic signature of mandate with Twikey
• Send Twikey link to client
• Mandate in "Problem"
• Active CODA mandate?
• Archive a mandate

Bank Accounts

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

Delivery

• Setup of Delivery
• Request resend CODA
• My first CODA file: delivery time?
• PDF of CODA/SODA for your client
• CodaBox/Exact Online interactions: Help & Troubleshooting
• CodaBox/Yuki interactions: Help & Troubleshooting
• Change financial year in Bob

Costs charged bij CodaBox

• What is charged?
• Cost of savings account?

Bank specific procedure

• Specific information per bank

General

• CODA files legally compliant?
• Possible CODA suppliers
• Time saving calculator with CODA
• Difference between CODA and PSD2?

• 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

CARO = Receive your client's credit card statements

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

• CARO in brief!
• Questions & Answers
• Ordering CARO - Follow-up & Troubleshooting
• Client consent steps & Troubleshooting
• The different registration statuses & Troubleshooting
• Delivery methods - Download via MyCodaBox & Choice of the delivery folder
• Format & integration of CARO files in accounting software
• Find out about CARO via 4 short videos
• Information package & Toolkit for the Accountant

• What's VOILA?
• VOILA and VOILA via Clearfacts pricing
• Questions and answers about VOILA 
• Channels: Peppol en Zoomit
• Ordering VOILA via Boost activation
• Ordering VOILA for one client