Mandates /Accounts management
To allow CodaBox to retrieve the Account statements and/or Credit Card statements for a KBC/CBC account, your client must perform an action in his/her bank ...
Mon, 27 Nov, 2023 at 3:19 PM
Register the mandate via MyCodaBox You add KBC/CBC accounts to a new or existing client CodaBox sends 2 documents to your client (if CodaBox manages the m...
Tue, 18 Oct, 2022 at 8:24 AM
To allow CodaBox to retrieve your client's CODA for a KBC/CBC account, your client must perform an action in his/her bank application to create the link...
Tue, 18 Oct, 2022 at 8:12 AM
The status of a mandate is available via MyCodaBox - CLIENT & MANDATES SERVICES - CODA - Manage Note: The same mandate status can have several meanings...
Fri, 24 Nov, 2023 at 4:40 PM
Which documents does my client need to sign? CodaBox needs 2 documents completed and signed by your client, to be authorised to provide the CODA service: ...
Fri, 24 Nov, 2023 at 4:23 PM
Before archiving a mandate, please note that archiving a mandate: Does not stop the VOILA and SODA Services. Stops the CARO Service, if the archived mand...
Fri, 14 Apr, 2023 at 2:31 PM
Conditions? To sign digitally via CodaBox-sign or Twikey, in MyCodaBox, the mandate must have a status 'In Preparation', 'Sent to Client...
Fri, 24 Nov, 2023 at 4:12 PM
The status of a bank account is available via MyCodaBox - CLIENT & MANDATES SERVICES - CODA - Manage Overview of the possible states of a bank acco...
Wed, 14 Sep, 2022 at 9:50 AM
Follow these steps Archive a specific account that is part of a mandate with several accounts Go to your MyCodaBox. Select the client concerned in CLI...
Thu, 23 Nov, 2023 at 10:11 AM
Are some CODA files missing or did you not yet receive CODA for your client? Consider the following checks you can make before contacting our Support ...
Wed, 21 Jun, 2023 at 7:50 AM