Through the online MyCodaBox portal you can manage your company(ies) yourself. If needed, you can add new companies, new accounts and/or other services. 


Here you will find instructions to add a new account for CODA. 

★ Then, a mandate is immediately generated in MyCodaBox and needs to be signed: this gives CodaBox permission to retrieve the CODA from the bank and deliver it to you.

Once the necessary mandates are signed and activated, you will receive the required files.


Add an account for an existing company
  1. In MyCodaBox, click Companies > Company list > Search.
  2. For the chosen company, in the far right column, click New Coda Mandate.
    The company opens on the CODA tab.
  3. Click New CODA Mandate+.Add a bank account for an existing company in MyCodaBox
  4. Add the bank account (IBAN).
    Add IBAN✦You don't see an empty IBAN field or you want to add multiple accounts? Click Add Bank Account.
    ✦Do you see a list of Existing orderable bank accounts? These are the archived bank accounts for this company that can be ordered. You can select these.
    ✦Do you see a list of Not orderable bank accounts? These are the accounts that have already been requested and are therefore being processed for this company and cannot be ordered.
  5. Click Save Mandate.
    A new bank mandate is generated. In the tab CODA for this company, you can see the required action(s) (mandate signature).
  6. Now follow the instructions to sign the mandate.
    The options and instructions differ according to your situation and the bank in question:
    1. Use the Start signing now link if you are authorized to sign the mandate.
    2. Use the button Copy signing link to send the link to the company's representative.
    3. Use the button Download to sign on paper. Then send the signed documents back to helpdesk@codabox.com.
    4. Follow the specific instructions for KBC/CBC-accounts, if applicable.
You will receive CODA once this mandate is signed and activated.


Troubleshooting


Error message 'Detach bank account': add an account that already exists under a different company
The account you want to add to a company already exists under another company or is archived but previously existed under one of your other companies. This may be the case in a company merger or an error in your MyCodaBox data.
In this case, you can move the account yourself via MyCodaBox.
  1. Follow the instructions above to add the account.
    When you click Save Mandate, you see the error message "This bank account already exists in our system. It is assigned to a company of your own environment".
  2. Click Detach bank account.
    Detach bank account
  3. Confirm the action via the button Detach bank account in the pop-up.
    Confirm: detach bank account
  4. Click Save Mandate again.
    A new bank mandate is generated. In the tab CODA for this company, you can see the required action(s) (mandate signature).
    You will receive CODA once this mandate is signed and activated.

☆ This does not work for bank accounts that are assigned to a different MyCodaBox environment (a different environment that you manage, or belonging to another accountant). 
➟  Send an e-mail to helpdesk@codabox.com with the bank account number and the company code. Indicate that you can't add this account via MyCodaBox because it already exists in our system. We will do what is needed.

Error message 'This bank account already exists in our system'
(a) You get this notification when the account you want to add to the company already exists under a company in another environment (another environment under your management, or under another accountant). 
(b) You also get this notification when the activation of CODA for this account is pending. The account is then listed in the 'Not orderable accounts' list in the pop-up screen. In the CODA tab of the company in question, you will see the required action(s) (mandate signature).  Message: account already exists
➟  If case (a): Send an e-mail to helpdesk@codabox.com with the bank account number and the company code. Indicate that you can't add this account via MyCodaBox because it already exists in our system. We will do what is needed.

Error message 'CODA can not be ordered'

When adding a bank account in MyCodaBox via the instructions above, the following message appears:
Melding: bankrekening kan niet worden besteld in MyCodaBoxIt may be a bank investment account: some specific bank investment accounts can be shared between companies: this type of bank account belongs to the bank and no mandate can be ordered on this type of account.


What types of bank accounts can be added?
  • New bank account belonging to a partner bank
  • Archived bank account belonging to a partner bank, previously linked to the same company or to a different company within the same environment


The bank account must be unique in our system.

If the system detects that this account already exists, an error message appears when you choose Save Mandate (see the above error messages).


Types of accounts not compatible with CODA / Rejected by the bank
Some account types do not allow the delivery of CODA files, either because it is a rule set by the bank or by CodaBox. Once the mandate is signed and sent to the bank, it will be refused by the bank.
Rule set by No CODA delivery forNote
Bank
  • Third party accounts 
  • ING Lion accounts
  • KBC/CBC investment accounts
May differ from bank to bank.

CodaBox always accepts a mandate linked to an account for a Belgian company number because we do not know the type of account for which CODA is ordered.

The mandate is sent to the bank who decides what to do with this request, according to the rules they have established.

CodaBox
  • Private accounts of natural persons
  • Foreign IBAN
Restriction only if the account is not linked to a Belgian company number.

No CODA delivery for foreign IBANs.

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