MyCodaBox is an environment that is created and configured by CodaBox, during the process of registering your accounting office in our system. | |
Save time and increase convenience: the CodaBox services Thanks to CodaBox, you can receive the following files directly and securely:
Request these services via your MyCodaBox environment! Manage your clients? When you log in to your environment, you can manage your clients, their mandates and the services you have activated for them. Do you work with multiple software packages? MyCodaBox is Multi-environment. A single account is all you need to access multiple MyCodaBox environments (the accounting softwares you use). Manage MyCodaBox users? You can create an unlimited number of users yourself from MyCodaBox - completely free of charge - for your organization (if you work with several colleagues). In MyCodaBox, you can designate specific users within your organization to act as administrators. These 'Admin' users can manage other users and invite new ones. Safe? In MyCodaBox, you can enable two-factor authentication: that way, your account will be extra secure! |
TOP MENU: Manage and access your Organizations - Environments |
Note: The Administration menu is only available to users with this role in MyCodaBox.
ORGANIZATION
ENVIRONMENTS
ADMINISTRATION
- Manage users: Displays MyCodaBox users with access to your organization and allows you to manage them.
A new colleague joining? Invite them to MyCodaBox yourself, and they'll be up and running in 5 minutes! - Organization info: Contains your organization's data registered with CodaBox.
Needs to be changed? Contact helpdesk@codabox.com - CodaBox Connect: Displays an overview (CodaBox Connect consents) of the applications that have access to your clients' files, along with the consent status and consent ID.
Changing accounting software? Use this menu to revoke an application's access to your clients' files.
YOUR ACCOUNT
- Change your password.
- Manage 2FA: enable two-factor authentication to make your account even more secure.
- Log out
LEFT MENU: Managing Clients - Services - Mandates - Info and useful links |
DASHBOARD
- Overview of existing problems at client level
Corrective actions to be taken by the accountant, to avoid loss of time when client data is incorrect or missing.
Currently (other problem reports are being developed), this dashboard groups the clients for which:- The contact e-mail address of your client is incorrect
Important: The e-mail address is required to send CODA mandates to your client and to deliver VOILA invoices. - KBC/CBC bank account is not linked to CodaBox
Your client has not yet created the link with CodaBox in their KBC/CBC banking app.
Note: Mandates are only displayed on the Dashboard if the link is not made within 7 days. - Can't deliver files to Exact Online
- Your client has revoked a CARO consent
Concerns KBC/CBC clients: The link must again be established in the client's banking application.
- The contact e-mail address of your client is incorrect
CLIENTS
- Client List
This list contains all your clients and can be updated via New Client. For existing clients, you can easily apply for new mandates and services. Export client data in CSV or Excel format. - Client Transfer List
Track the status of your client transfer requests. - New Client
Add clients to your list of existing clients by completing the form available in this section.
MANDATES & SERVICES
- Coda
List of all CODA mandates of your clients, their status and the activation date of these mandates.
Search for CODA mandates and Bank accounts by different criteria.
Export CODA mandates and bank accounts in CSV or Excel format. - Soda
List of all SODA mandates of your clients, their status and the activation date of these mandates.
Search for SODA mandates by different criteria.
Export SODA mandates in CSV or Excel format. - Voila
List of all your clients registered with CodaBox for whom you have ordered or can order the VOILA service.
Display of activation status.
Search for clients by different criteria. - Caro
List of all your clients for whom you have ordered or can order the CARO service.
Display of activation status.
Search for clients by different criteria.
ENVIRONMENT
- Settings
Configuring the receipt of the PDF version of CODA / SODA for your clients - Contracts & Services
Useful information about all Contracts and Services offered by CodaBox - Environment info
Data about your environment registered with CodaBox
LINKS
- e-Box
Link to the Social Security portal - What's new
Link to our FAQ with an overview of all the new features - Status Page
Access to our Services Status page
Forgot your login? Need more info on our features?
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