Using your clients' details, the various companies are created in MyCodabox. Your clients can then sign their mandates so that you receive the files. You will also have access to MyCodabox to manage, follow up and add new companies yourself from now on.
Become a Codabox expert!
| Topic | Description |
|---|---|
| Contract | I sign the Codabox contract via a digital signature |
| Order | I send the Excel data sheet, the Fiche signalétique/gegevensfiche, filled in with my clients' data to Codabox (and I can make my 1st order of CODA mandates) so that the companies can be created in MyCodabox. |
| MyCodabox | I create my access to the MyCodabox (I receive an invitation by e-mail via services@codabox.com). From then on, I can order CODA myself and add new companies. |
| Signing mandates | My client signs his/her CODA mandates. |
| CODA follow-up | I follow the status of my mandates via MyCodabox. Useful links:
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| Verification of signature | Codabox sends the signed mandates to the bank for validation and activation. The bank verifies the signatures before activating the delivery of CODA files. |
| Delivery | Once the first file is available, Codabox contacts me to define the delivery method of my files. If I'm using Exact Online, I follow these instructions to correctly set up the digital postbox in Exact Online and link it to the bank accounts. |
| Billing | I receive my 1st Codabox invoice |
Questions about our services? Have a look at this overview.
Manage your companies and your mandates: it's easy via MyCodabox!
| Standard functions | Description |
|---|---|
| I manage my companies & mandates | |
| I create new companies (e.g. when acquiring new clients) | I enter the required information |
| I transfer companies from another accounting office to my office | The transfer is completed in 4 steps and I can request CODA from the past for this company, that Codabox has already received from the bank |
| I request CODA from the past | I can ask for CODA from the past via MyCodabox (from the date the mandate was activated) |
Discover also our MyCodabox Academy videos
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