Mandates /Accounts management

Requests and follow-up for mandates or new accounts: more guidance here

KBC/CBC Activation
CodaBox can only retrieve Account statements (CODA) and/or Credit Card statements (CARO) for your KBC/CBC account and share them with your accountant if you...
Thu, 13 Jun, 2024 at 11:36 AM
Mandate procedure for KBC/CBC
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...
Fri, 7 Jun, 2024 at 10:35 AM
KBC/CBC: Did your client activate CODA in his/her bank app?
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...
Mon, 26 Feb, 2024 at 11:14 AM
CODA mandates - states
The status of a mandate is available via MyCodaBox - MANDATES SERVICES - CODA - Manage Note: The same mandate status can have several meanings, depending o...
Thu, 25 Apr, 2024 at 3:11 PM
Mandates : Sending - Signing - Follow-up
Which documents does your client need to sign?  CodaBox needs 2 documents completed and signed by your client, to be authorized to provide the CODA service:...
Thu, 6 Jun, 2024 at 9:47 AM
Archive a CODA mandate / Reactivate an archived mandate
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...
Wed, 28 Feb, 2024 at 7:36 AM
Digital signature of mandates via CodaBox-sign or Twikey
Conditions? To sign digitally via CodaBox-sign or Twikey, in MyCodaBox, the mandate must have a status 'In Preparation', 'Awaiting signature&...
Tue, 11 Jun, 2024 at 3:43 PM
Bank accounts - different states?
The status of a bank account is available via MyCodaBox > MANDATES & SERVICES > CODA - Manage  Overview of the possible states of a bank accou...
Fri, 7 Jun, 2024 at 10:28 AM
Archive a specific bank account
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...
Tue, 9 Apr, 2024 at 3:57 PM
Haven't received CODA yet or CODA stopped?
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 ...
Thu, 25 Apr, 2024 at 3:19 PM