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) |
| Signing mandates | My client signs his/her CODA mandates. 2 methods are available:
|
| CODA follow-up | I follow the status of my mandates via MyCodaBox. Useful links:
|
| Bank info | Each bank has its own specifications for Mandates/CODA, info in this article |
| Delivery | CodaBox contacts me to define the delivery method of my files. Are you using Exact Online? Follow these instructions to correctly set up your digital postbox in Exact Online and link it to the bank accounts. |
| Billing | I receive my 1st CodaBox invoice |
More info:
- Questions about MyCodaBox? Watch all our MyCodaBox Academy videos
- Questions about our Services? Check our article Looking for info in the FAQ
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 5 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 | You can ask for CODA from the past via MyCodaBox* (from the date the mandate was activated) |
* A video procedure is available. See all our MyCodaBox Academy videos
See also our related articles