To allow you to use the CodaBox services, your company is registered in MyCodaBox. 

Do you manage multiple companies in MyCodaBox? Depending on your situation, those companies in MyCodaBox can be placed under one or more organizations/environments. 


A number of combinations are possible. Have a look to see which situation is or would be applicable to you: CodaBox: a structure of companies, environments and organizations

  
Find your companies: view our short demo to navigate smoothly
★ Do you receive multiple CodaBox invoices? This means you manage your companies in MyCodaBox across multiple organizations (with a separate CodaBox invoice for each organization). 
The main menu (top left) allows you to navigate from one organization to another.
Navigate between organizations

Then you can go to your companies and services via the left menu.


★ Do you work with different accounting packages? This means you manage your companies in MyCodaBox across multiple environments (= the files are delivered in different accounting softwares).
The main menu (top left) allows you to navigate from one environment to another (first check if you are in the right organization - see above).
Navigate between environments

Then you can go to your companies and services for that environment via the left menu.


Have a look at our short demo! (Click in the top right corner to enlarge)


You can find more information about the structure of MyCodaBox
(companies/environments/organizations) in this article.


Add a company
Do you want to add a company?
There are 2 options: 
  • Is it sufficient in your case to receive one CodaBox invoice for the different companies you will manage via MyCodaBox?
    ➟ Then you can create the new company in MyCodaBox (and then request CODA for the accounts). The companies are all placed under the same organization (already created in MyCodaBox: this is the company that entered into the contract with CodaBox and does the management in MyCodaBox). 
  • Do you want to receive a separate CodaBox invoice for the additional company (e.g. when you work for multiple companies in a group structure)?
    ➟ Then we will create a new organization for you in MyCodaBox. If desired, there can also be different administrators and users for the different organizations in MyCodaBox. Provide the details of the additional organization(s) to helpdesk@codabox.com and we will do what is needed:
  • company name
  • company registration number
  • address
  • email address for invoicing
  • first and last name + function of the representative

You can find more information about the structure of MyCodaBox above and in this article.


★ Are you using a different accounting software for the company you want to add than the one(s)
you currently already manage in MyCodaBox?
Contact helpdesk@codabox.com. We will contact you for the necessary contract changes and file delivery.
We'll create a new environment for you on MyCodaBox.


Transfer (move) a company
Do you want to transfer a company from organization A to organization B (for example, because you want the CodaBox invoicing for that company to go through organization B from now on). Do you want to add a file that is currently managed in MyCodaBox by another entity (for example, an accounting office)? Are you changing accounting software for a company?   

In these situations, you can do the company transfer yourself via MyCodaBox.
How you do that depends on the situation and where the company is currently housed. Read all about it here.


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