Using your clients' details, the various companies are created in MyCodabox (What is 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 & access to MyCodabox | I receive the necessary information from Codabox sales regarding the contract and my access to the MyCodabox online portal. I follow the instructions to
|
| Order | I send the Excel data sheet, filled in with my clients' data to Codabox so that the companies can be created in MyCodabox and - upon request - my first order of CODA mandates can be placed. |
| Adding companies and services myself | I can use MyCodabox to order CODA, add new companies and discover other services. |
| Signing mandates | My client is contacted by Codabox and signs his/her CODA mandates. ★ To ensure everything goes smoothly, I can use this handy email template (available in Dutch and French) to let my client know that the legal representative will receive an email from Codabox to sign the mandates. |
| CODA follow-up | I can track 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 or our top 20 most frequently asked questions.
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 for this company I can immediately request CODA from the past, 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). |
| I discover more services to enjoy easy digital accounting | CARO: credit card statements SODA: payroll entries VOILA: purchase invoices VOICI: sales invoices |
| I invite my colleagues to use MyCodabox | I can create an unlimited number of users in MyCodabox - completely free of charge - for my organization. |
Discover also our MyCodabox Academy videos
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