CodaBox can help you to select the Services that best match your needs and those of your clients.
Based on the transactions in the CODA files, CodaBox can select the clients for whom it is appropriate to order SODA/VOILA or CARO. Via our NL - FR online form, choose for which Service(s) you authorize CodaBox to perform this analysis.
What happens once the form is completed?
- CodaBox sends you a confirmation e-mail and we proceed with the analysis of the CODA files.
- We send you an Excel file with the results.
- In this file, you can filter the data by Services and identify the clients for whom ordering SODA/VOILA or CARO is appropriate.
- You order SODA, CARO and VOILA via MyCodaBox for the clients you have selected
- Do you have lots of clients to register for SODA?
Select the clients in the file and send it back to us: we'll take care of your SODA order.
Interpret the Excel file and select the right Service for you and your client?
Depending on your analysis request, the file contains one or more tabs: VOILA/CARO/SODA, as well as information about your Office/Client and specific to the Service.
Information available about your Office/Client :
- Accountant_group : Name of your group if you are part of a group
- Accountant : The name of your Office
- Fidu_Name : Your software or the download folder for your VOILA/CARO/SODA files
- Client_Name : Name of your client
- Client_VAT : Your client's VAT number
Additional specific information for the Service:
What does the information on VOILA, received by your office, mean?
|Status||Shows the status of your client's VOILA Service, which may be:|
Date of last registration on the PEPPOL network
|Trans_last365||Number of payments made by this client to this supplier during the last 365 days|
|Trans_Last||Date of last payment from this client to this supplier|
|Doc_365||Number of invoices delivered to this client via VOILA during the last 365 days for this supplier|
|Doc_Total||Total number of invoices delivered to this client via VOILA for this supplier|
|First_Doc||Date of the 1st invoice delivered to this client via VOILA for this supplier|
Date of the last invoice delivered to this client via VOILA for this supplier
Ordering VOILA for which client?
Your client is not yet registered on VOILA (see Status column) + he/she regularly makes payments to several suppliers (see Trans_Last365 column).
What does the information on CARO, received by your office, mean?
|Bank||Bank that generates your client's credit card statements|
|Payment_count||If the number is 12, your client receives a monthly credit card statement|
Date of the last credit card statement payment
|CARO_status||CARO mandate status|
|CARO_creation||If the mandate is active, creation date of the CARO mandate|
|CARO_card_ref||Client reference of the credit card|
Ordering CARO for which client?
Your client is not yet registered on CARO (see CARO_status column) + he/she or receives regularly credit card statements (see Payment_count column).
Example of a SODA report
What does the information on SODA, received by your office, mean?
|Accountant_on_SODA||Your Office already receives SODAs (if so, details are available in the SODA_Last column)|
|Sender_Name||Name of the social secretariat where your client is registered|
|Trans_Count365||Number of payments made by your client to this Social Secretariat|
|Trans_Last||Date of last payment|
|SODA_Office||Name of the social secretariat, if a SODA mandate exists|
|SODA_State||Status of the SODA mandate|
|SODA_Last||Date of the last document, if SODA mandate active|
Ordering SODA for which client?
Your client is not yet registered on SODA (see SODA_State column) + he/she makes regular payments to a social secretariat (see Trans_Count365 column).