Environment Transfer |
If you want to transfer a client to another one of your MyCodaBox environments (e.g. a different accounting software), you can request this transfer directly in MyCodaBox, and simultaneously also request the resending of CODA for this client.
The principle is easy: The transfer of your client to the new environment is done without cancelling the delivery of CODA/SODA, and without having to have a new mandate signed by your client!
★ To ensure an optimal transfer and timely delivery of CODA to the new MyCodaBox environment, create your transfer request once you have already started managing your client's file in your new accounting software.
Tip: Receiving an error message during the process of transferring your client to another environment?
➞ See our 'Troubleshooting' section below.
Transfer your client to your other environment
- Go to the MyCodaBox environment where the client was originally listed.
- Click on Clients > Client List > Search.
- Click the Client Code to display the details.
The client information page opens on the 'Client' tab. - Click on Transfer client to another environment.
- A pop-up appears. Select the environment and fill in the other fields as per your needs for this client (see also below 'Resend CODA').
- Click Save Changes.
Resend CODA
When you transfer your client to a different environment, you can - if needed - simultaneously request the re-delivery of CODA files from the past to the environment you're moving your client into.
In the 'Redeliver past CODAs' field, select the date as of when you want the CODA to be redelivered.
You are the right person to determine this date, which is important so you can continue to work optimally for this client in your new accounting software.
! Please note that we can only deliver CODA that we have received from the banks
What about the services my client was subscribed to before this transfer to another environment?
Active service BEFORE the Transfer | STATUS after the Transfer | |
| CODA - SODA - VOICI - CARO | Always Transferred | |
| VOILA | Transferred if selected during the transfer request | Not transferred if not selected during the transfer request |
Note: When a client signs a contract directly with CodaBox: only the CODA Service remains active.
This procedure is also available in a short video
Track the transfer status
Go to the MyCodaBox environment that your client is meant to be transferred to.
Clients > Client Transfer List > tab Environment transfer. Check the 'Transfer State' column.
Status: what do the different states mean?
➞ All info in this article.
Troubleshooting |
Did your client's environment transfer request fail?
- You are an Accounting Office, client of CodaBox, and you have access to several MyCodaBox environments.
- You have launched the procedure to request an environment transfer via MyCodaBox but an error message appears.
➞ Environment transfers may fail for several reasons:
Incorrect data or selection not completed
When clicking on Save changes to make your transfer request, some data appears to be missing.
➞ In order to be able to confirm your transfer request, the following data must be corrected:
- The destination environment must be selected
- The e-mail address must be valid
There was already an existing transfer request for this client
In the client screen, when clicking on Transfer client to another environment, this message appears:
If a transfer request has already been made for this client, a new transfer request cannot be created.
➞ Please contact our Support via helpdesk@codabox.com to check if there is already a similar request in progress, and check on its status.
Something went wrong
When clicking on Transfer client to another environment, this message appears:
 | ➞ Please contact our Support via helpdesk@codabox.com |
See also our Related Articles