CodaBox

General

• What is MyCodaBox?
• How to connect?
• Need password Reset?
• Problems connecting
• Multipe Accounting softwares?
• Changing or adding new accounting software?
• Subscribe for Webinar

Client List 

• Edit client data
• Adapt Exact Online email address
• Platform change for client
• Remove client

Client Transfer List

• Info on different states

New Client

• Create a new client
• Transfer a client to your office
• Problem creating a new client

CODA 

• Download mandates
• Mandates - different states
• Request CODA again?
• Archive a mandate
• Bank accounts - different states
• Add bank account for an existing client
• Archive 1 bank account
• Order archived bank account 
• Send Twikey link to client
• Problem adding a bank account
• Bank account cannot be ordered

SODA

• How to order
• Mandates - different states

VOILA

• How to order

Settings

• PDF of CODA/SODA for your client

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