NEW: Historical CODA * Info for SMEs

Modified on: Mon, 17 Aug, 2026 at 5:40 PM

You can now request CODA files from the period prior to the activation of the mandate. This can be useful, for example, when adding an IBAN that has already been in use for some time.

There is no charge for these files.

Historical CODA is available for current accounts with active CODA via Argenta, Bank van Breda, Banque CPH, Belfius, Beobank, BNP Paribas Fortis, Crelan, Deutsche Bank, ING, KBC/CBC and Triodos.

The files are generated based on an open banking connection and are numbered with '000'. Check with your software to see if processing is possible and, if necessary, whether certain settings need to be adjusted.

Request, consent and delivery of historical CODA

Via MyCodabox, you can easily request historical CODA per company. You can immediately choose the desired data/period.

The account holder receives an email to give one-time consent via the banking application. Following the consent, the files will be available immediately.

Request historical CODA

Find the company and open the CODA tab.
At the top right, click the button Request historical CODA.
On the next screen, select the current account(s) for which you want to retrieve CODA.
The screen indicates which accounts are eligible (more info about the conditions and status).
Click Continue.
Specify the desired start date or select the entire period (all historical CODA that are available for this account). The available period depends on the bank and varies from 6 months to 2 years.
Click Submit request.
The account holder will receive a request to provide one-time authorization via the banking app (in addition to the mandate previously signed).

The account holder immediately receives an email from Codabox.

The account holder clicks the button Approve request and then follows a few short steps to give consent via our trusted external provider Spendee and the familiar banking portal. No fees are charged.

Delivery of the files

If you have selected a date during the request of Historical CODA files, the files will be automatically delivered.

Did you not specify a date when you made your request, or have you not received everything yet? If so, follow these steps:

Go to Mandates & Services > CODA.
Find the company in the list.
Click the button Delivery on demand.
Select the period for which you wish to receive the files.
The screen indicates the availability. Select the entire period or another date range within this period. Via the button Advanced you can also select a separate period per bank account or select ‘CODA number’ 000 to 000 (this numbering is specific to historical CODA).
Tip: The files that were not previously delivered, are marked in the calendar with a light blue dot.
Click Download CODA or Deliver CODA:
- Download CODA: You will immediately find the files on the download location that is configured via your browser.
- Deliver CODA: You will receive the files within 24 hours via your daily delivery method. You will immediately see how many files you will receive (per bank account). If your software does not support this feature, you will not see the button in MyCodabox.

More info about the files

We generate these files using an open banking connection. You may notice a difference compared to the CODA statements you receive daily.

We ensure that balances match and prefix all historical CODA statements with '000'.
Since banks use different numbering systems, and counting backward from the files already available is often not possible, we use this standard numbering to facilitate better integration with most softwares.

Check with your software provider to see if processing is possible and whether certain settings need to be adjusted.

Conditions and status

Conditions and available period

Requesting historical CODA is possible if the following conditions are met:

The IBAN is a current account (not possible for savings accounts)
CODA is active for the IBAN
The bank supports historical CODA. Currently: Argenta, Bank van Breda, Banque CPH, Belfius, Beobank, BNP Paribas Fortis, Crelan, Deutsche Bank, ING, KBC/CBC and Triodos.

The available period depends on the bank and varies from 6 months to 2 years (counting backward from the date the account holder gives consent):

Argenta: 720 days
Bank van Breda: 730 days
Banque CPH: 90 days
Belfius: 365 days
Beobank: 365 days
BNP Paribas Fortis: 180 days
Crelan: 365 days
Deutsche Bank: 365 days
ING: 365 days
KBC/CBC: 389 days
Triodos: 720 days

Status per company

For each company, you'll see the options and the status of the accounts in MyCodabox in the IBAN overview on the CODA tab.
Historical CODA: check the status

What does the status mean?

Status	Meaning
Possible	You can request historical CODA statements. The available period depends on the bank (it is calculated retroactively from the date the account holder gives consent).
Waiting for consent	The account holder received an email asking them to give one-time consent via the banking app.
CODA being created	The account holder has given consent. The files will be available for delivery within 1 hour.
Ready for delivery	There are historical CODA files ready for delivery. You'll receive a notification in the blue menu bar at the top. ➜ Use the button Delivery on demand to get the desired files.
History delivered	The historical CODAs have been delivered or will soon be retrieved by your software.
Request expired	The request is no longer valid (after 30 days). ➜ Retry the request via MyCodabox and contact the account holder to give consent.
Request failed	The request did no go through. ➜ Check the account number and the email address and try again.
Complete	Codabox has been delivering CODA for this account for so long that historical CODA does not apply. The complete history is available. ➜ Use the button Delivery on demand if you need to obtain any files from the past.
Not possible	Not possible for this bank or It is a savings account or CODA is not active for this account and/or there are no regular CODA files yet, which means there cannot be historical CODA.

Overview: follow up on requests and delivery status

Go to Mandates & Services > CODA. At the top right, click the button Historical CODA.

You'll see an overview of the requests and their status.

If necessary, you can:

cancel a request.
copy the signature link and send it to the account holder (more info about account holder consent)

Historical CODA: overview of the requests

The most recent requests will appear first, but you can also sort according to your preference: on company name, date, state of the request or state of the delivery.

Troubleshooting

When should I use the button 'Delivery on demand' and when should I use 'Request historical CODA'?

Via the CODA tab, there are two ways to retrieve CODA from the past. Both are free of charge.

By default, we can redeliver the CODA that the bank has already generated since the start of the bank mandate (whether it’s a mandate under your management or through a previous accountant in case of a company transfer), with a limit of up to 2 years in the past.

Via this button, you'll immediately see for which dates/period CODA files are available and you can immediately retrieve them.
★ If you have requested Historical CODA (see the button below) and the account holder gave consent, you'll also see the available dates for these additional files once you click Delivery on demand, and you can retrieve them (again) if needed.

Thanks to an open banking connection we can in many cases retrieve the bank history from the period prior to the activation of the mandate.
We create these files ourselves with matching balances and numbering '000'.
You may notice a difference compared to the CODA you receive daily. The available period varies depending on the bank.

Via this button, you can select the desired period per company. The account holder receives an email to give one time consent via the banking application. After that, the files are automatically delivered.

➜ Did you NOT indicate the desired period during the request, or is your software unable to support automatic delivery? In that case, the delivery is not automatic and you'll need to retrieve the files yourself via the button Delivery on demand.

What is the difference between the status 'Complete', 'History delivered' and 'Ready for delivery'?

Codabox shows a 'historical CODA' status for each account:

Complete

Codabox has been delivering CODA for this account for so long (in the context of a bank mandate) that historical CODA does not apply. The complete history is already available.
Requesting historical CODA is not possible in this case, and not necessary.

➜ Use the button Delivery on demand if you need to obtain certain files from the past (up to 2 years in the past). Files that have not yet been delivered, are marked in the calendar with a light blue dot.

History delivered

You have requested historical CODA for a certain period (files from before the activation of the mandate) and the account holder has given consent.

➜ The historical CODA have been delivered or will soon be retrieved by your software via the daily delivery method.

Ready for delivery

You have requested historical CODA (files from before the activation of the mandate) and the account holder has given consent. During the request, you did NOT indicate the desired period: this means the files were not delivered automatically but they are available. You'll receive a notification in the blue menu bar at the top.

➜ Use the button Delivery on demand to retrieve the desired files. Files that have not yet been delivered, are marked in the calendar with a light blue dot.

More info about the different states.

Delivery: I still haven't received the files I need. What's wrong?

You have requested historical CODA and the account holder has given consent but you still haven't received all the files you wanted. Check the following:

Check the status for the IBAN in question:
- Is the status 'Ready for delivery'? Click Delivery on demand to retrieve the desired files.
- Is the status 'History delivered'? The files have been delivered or will soon be retrieved by your software. Check this in your software.
Do the files you received not go far enough back in time? The available period for historical CODA depends on the bank (6 months to 2 years). Please note: the delivery period is calculated backward from the date the account holder gives consent (not from the date you submit the request, nor from the mandate’s activation date).
For example: you enter a request on January 1st 2026, for the entire period of 365 days. However, the account holder only gives consent on January 5th. This means the oldest file you will receive will be that of January 5th 2025.
Are there gaps in the period for which you received files? Via the button Delivery on demand you can check in the calendar for which dates files are available:
- Files that had not yet been delivered, are marked in the calendar with a light blue dot. You can retrieve these files immediately: the account holder does not need to give consent again.
- Do you see dates in the calendar that you cannot select? We cannot fill these gaps. Perhaps there were no transactions.

Delivery: I requested historical CODA from date X but only received from date Y. Why is that?

The available period for historical CODA depends on the bank (6 months to 2 years).

The start date that you see at the time of the request, can differ from the start date at the time of delivery. This is because the delivery period is calculated backward from the date the account holder gives consent (not from the date you submit the request, nor from the mandate’s activation date).

For example: you enter a request on January 1st 2026, for the entire period of 365 days. However, the account holder only gives consent on January 5th. This means the oldest file you will receive will be that of January 5th 2025.

➜ Did you request the wrong time period or a period that was too short? As soon as the account holder gave their consent, we made all files available, but the automatic delivery was limited to the specific time period you requested. Use the Delivery on demand button in the calendar to check if you can request any other files. Files that haven’t been delivered yet are marked with a light blue dot in the calendar. The account holder doesn’t need to give consent again.

Consent: The account holder cannot select the IBAN in the banking portal

Did you request historical CODA for the wrong IBAN? Enter a new request if needed.

Is it the right IBAN? Ask the account holder to contact the bank.

Consent: How can I resend the email for consent to the account holder?

Can the account holder no longer find the email from Codabox or do you wish to contact them yourself?

Go to Mandates & Services > CODA.
At the top right, click the button Historical CODA.
You'll see an overview of the requests and their status.
For the request in question, click the copy icon (copy signature link) and send the link to the account holder.

Consent: Can I change the email address for the request?

Go to Mandates & Services > CODA. Click the button Historical CODA at the top right.
You'll see an overview of the requests and their status.

Click Cancel request next to the account in question.
Open the company and change the email address.
Enter a new request.

Consent: Why must consent be given to Spendee a.s.?

In order to create CODA files for the period prior to the banking mandate, we must comply with the European PSD2 legislation. This legislation stipulates that banks must grant access - after obtaining the account holder’s consent - to account information to authorized third parties. Spendee is one such authorized party and our trusted partner. This collaboration allows the account holder to safely grant consent via the familiar banking portal. The account information remains secure at all times: only Codabox has access to the transactions, and only for the purpose of creating the files. As always, Codabox guarantees maximum protection of both the personal data and the financial and accounting data we process.