MyCodaBox

Client transfer: request the resend of the CODAs
When transferring your client to your office or to another of your platforms, you often ask us to resend CODAs for that client. We can resend the CODAs ...
Fri, 25 Sep, 2020 at 8:12 AM
How to adapt Exact Online email address
Adapt an Exact Online e-mail address   Accounting Offices working with Exact Online software can adapt their client's Exact Online e-mail address in ...
Thu, 14 May, 2020 at 8:30 AM
Need to transfer a client to your office?
Make it easy for you! Add a new client via MyCodaBox, even though the client already exists in our system under a another office. How does it work? If ...
Thu, 3 Sep, 2020 at 9:26 AM
SODA mandates - what do the different statuses mean?
Here is an overview of the different statuses of a SODA mandate: Mandate Status Meaning Not signed The mandate has been ordered, but there are No CO...
Thu, 12 Mar, 2020 at 8:58 AM
Client transfer list - what do the different states mean?
In MyCodaBox via CLIENTS - Client Transfers List  you will find an overview of your client transfers. This list contains two tabs - each tab gives you an o...
Thu, 30 Jul, 2020 at 8:26 AM
KBC/CBC - CODA mandate state
After the creation of the CODA mandate in our systems the client needs to perform 2 actions: The activation via KBC / CBC Touch or Business Dashboard. Se...
Wed, 30 Sep, 2020 at 9:49 PM
Problems connecting to MyCodaBox?
You forgot the password to access your MyCodaBox platform and you need to reset it or you just want to change it? An access to MyCodaBox is a combination ...
Fri, 25 Sep, 2020 at 10:59 AM
CODA mandates can't be send to client due to missing emailaddress
CodaBox sends the mandates by e-mail to your customer (if CodaBox takes care of the mandate management). If your customer's e-mail address is not kno...
Fri, 12 Jun, 2020 at 10:29 AM
Possible situations that can happen when creating a new client
When creating a New Client, our system checks whether the Client Code, Bank Account and Company Number data you enter in the form already exist in our syste...
Tue, 7 Apr, 2020 at 3:55 PM
Possible situations when adding a bank account
What types of bank accounts can be added? New bank account belonging to a partner bank Archived bank account belonging to a partner bank and linked to t...
Thu, 11 Jun, 2020 at 9:23 AM