You have added a new account for CODA and signed the mandate(s).
➟ Is this your first CODA request and has the delivery method not yet been set up? Check the information at the bottom of this page.
➟ Would you like to follow up on the status? You'll find more info below.
| IN A NUTSHELL: FROM REQUEST TO DELIVERY |
CODABOX Receives the signed mandates and sends them to the bank for validation and activation. |
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THE BANK Verifies the signature(s) and activates the delivery of CODA-files. |
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CODABOX Delivers the CODA files. |
The different states
The state of the mandate is available via
MyCodabox >
Mandates & Services > CODA >
Manage
| CODA MANDATE STATE | DESCRIPTION | | Registered | If the bank is compatible with Codabox, we can process this request. | | In preparation | We are creating your mandate. | Awaiting signature
| Follow these instructions to complete the signature via MyCodabox. | | Signed | The signed documents have been received and are being checked internally. | | Bank Procedure | The mandate has been sent to the bank to activate the CODA service.
| | Problem | The mandate could not be processed.
Under the status, you will see the necessary explanation.
| | Active | You are receiving CODA. | Archived
| The mandate was stopped. The reason is indicated under the status.
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Delivery of CODA files
Once the bank has verified the signature(s) and created the first CODA file, Codabox can deliver the CODA files to you via the method that is appropriate for the software you're using.
Are you a new client? We will contact you for this. The delivery method will then be explained further.
★ Are you using Exact Online and not yet receiving CODA?
Follow these instructions to correctly set up your digital postbox in Exact Online and link it to the bank account(s).
★ Are there no transactions yet on the account? In this case, there are also no CODA files.
You can now also activate the additional services SODA (payroll entries) and CARO (credit card statements)!