You have added a new account for CODA and signed the mandate(s).


➟ Is this your first CODA order 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 ORDER TO DELIVERY
CODABOX

Receives the signed mandates and sends them to the bank for validation and activation.

⇩
THE BANK

Verifies the signature(s) and activates the delivery of CODA-files. 

⇩
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
RegisteredIf the bank is compatible with Codabox, we can process this request.
In preparationWe are creating your mandate.
Awaiting signature
Follow these instructions to complete the signature via MyCodabox. 
SignedThe signed documents have been received and are being checked internally. 
Bank ProcedureThe mandate has been sent to the bank to activate the CODA service.
ProblemThe mandate could not be processed.
Under the status, you will see the necessary explanation.
ActiveYou are receiving CODA.
Archived
The mandate was stopped. The reason is indicated under the status.


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)!

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