Support for CodaBox

CodaBox can help you to select the Services that best match your needs and those of your clients.

How?

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:

VOILA

Example of a VOILA report

What does the information on VOILA, received by your office, mean?

Column	Description
Status	Shows the status of your client's VOILA Service, which may be: No Voila = We do not yet have a VOILA Service ordered for this client INVITED : The client has received an invitation, that he has yet to sign INVITATION_EXPIRED : The client has received a VOILA invitation but has not signed it before the given deadline IN_VALIDATION : The VOILA Service has been ordered and is currently being checked and validated by our support team IN_REGISTRATION : The VOILA Service will be activated very shortly PROBLEM : There is a problem activating this client for VOILA ACTIVE : The VOILA Service is active for this client CANCELLED : The client had an active VOILA Service but it has been cancelled
Registration	Date of last registration on the PEPPOL network
Sender_Category	1. DigiCrowd Champions List of the 15 largest suppliers of invoices via PEPPOL 2. Guaranteed   This supplier is connected to Peppol and sends documents to more than 50% of the clients registered on VOILA via your Office. 2Z. Guaranteed Zoomit  This supplier sends documents via Zoomit to more than 50% of the clients registered on VOILA via your Office 3. Connected  This supplier is connected to Peppol and sends documents to more than 25% of the clients registered on VOILA via your Office 3.Z Connected Zoomit  This supplier sends documents via Zoomit to more than 25% of the clients registered on VOILA via your Office
Sender_Name	Supplier name
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
Last_Doc	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).

CARO

Example of a CARO report

What does the information on CARO, received by your office, mean?

Column	Description
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
Payment_last	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).

SODA

Example of a SODA report

What does the information on SODA, received by your office, mean?

Column	Description
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).