Do you want to receive a separate Codabox invoice for one or more additional companies (e.g. when you work for multiple companies in a group structure)? Create a new organization. Via this organization, you can then manage one or multiple companies and their services.
Want to know more about managing multiple companies? A number of combinations are possible. Click here and have a look at the visual to see which situation is or would be applicable to you.
| ★ Note: is it sufficient in your case to receive one Codabox invoice for the various companies you will manage in MyCodabox? ➟ Follow the instructions to 'Add a company'. |
Add an organization:
- In the blue menu bar at the top, click the name of your organization.
- Click + New organization.
- Follow the steps on the screen. By accepting the Terms and Conditions, you enter into a new contract with Codabox.
Once you have completed the necessary steps, you will see the Dashboard of the new organization. The entity you registered as a new organization is also automatically created as a 'company' in the Company list. No services have yet been activated for that company. You can now:
➟ Activate services:
- CODA (account statements): go to Company list and click New CODA Mandate.
- CARO (credit card statements): go to Mandates & Services > CARO > Manage and click New CARO request.
- SODA (payroll entries): go to Company list and click New SODA Mandate.
➟ Add or transfer more companies:
Via the left menu Companies > + Add or transfer you can transfer existing companies from a different environment or add new companies and activate services for those companies.
➟ Add users:
Per organization in MyCodabox, you can invite multiple administrators and users.
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