Client Management

Need to transfer a client to your office?
I transfer a client to my office in 5 steps Do you want to transfer a client, who already has an active account with CodaBox, to your Office? In MyCodaBox...
Tue, 20 Jun, 2023 at 4:24 PM
Transfer a client to another environment & Troubleshooting
Environment Transfer If you want to transfer a client folder to another of your MyCodaBox environment, you can request this transfer, as well as the rese...
Wed, 28 Feb, 2024 at 1:52 PM
Create new client & Troubleshooting
Create a new client Easily create a new client via MyCodaBox Easily create a new client via MyCodaBox > CLIENTS > New Client In the screen that...
Thu, 23 Nov, 2023 at 7:48 AM
Add bank account for an existing client
Follow these steps Adding an account for an existing client To add a bank account for an existing client, go to MyCodaBox and search and select your c...
Mon, 19 Feb, 2024 at 10:16 AM
Managing my client data: Updates & Troubleshooting
Update my client's data I adapt my client's data via MyCodaBox In MyCodaBox > Clients > Client List > Search for your Client > In the...
Tue, 11 Jul, 2023 at 2:51 PM
Client transfer list - what do the different states mean?
In MyCodaBox > CLIENTS > Client Transfers List  you will find an overview of your client transfers. This list contains two tabs - each tab gives you ...
Thu, 23 Nov, 2023 at 7:47 AM
CODA (also) delivered to your client
CodaBox is often asked to deliver CODA to your office as well as to your client. However, this is only possible in certain circumstances. Read our options b...
Fri, 31 Mar, 2023 at 8:41 AM
Verifying your client's e-mail: An important step!
CodaBox verifies my client's email address  Just like you register on a web shop, CodaBox asks the client to confirm his email address Why? CodaBox ...
Fri, 20 Jan, 2023 at 2:32 PM
Archiving client: Questions & Answers
Why archive a client in MyCodaBox?  You no longer want to see one of your clients in your MyCodaBox environment for one of the following reasons: Th...
Thu, 23 Nov, 2023 at 7:48 AM
I confirm my e-mail address, does my accountant still receive my CODA/SODA/Purchase invoices?
The verification of your e-mail address has no impact on the delivery of your CODA/SODA/Purchase Invoices, which will always be sent in parallel to your Acc...
Wed, 21 Sep, 2022 at 2:27 PM