What is an active CODA mandate in MyCodaBox? |
It is a mandate that has been through different steps:
| 1. | The Accounting Office has ordered the CODAs for his client and has communicated the information about his client via the data sheet or via MyCodaBox | | 2. | CodaBox has verified the accuracy of these data (if there is a problem with the order, CodaBox will contact your accounting office). | | 3. | Your client has received the documents to sign: - If you manage your mandates, you have sent them to him after having downloaded them via MyCodaBox
- If CodaBox manages your mandates, we have sent them to him
| | 4. | The documents signed by the client were returned to CodaBox: - CodaBox has verified the signed documents
- CodaBox has adapted the concerned state of the mandate
- If required, CodaBox has sent the bank mandate to the bank
- The bank has verified if the account is orderable
| | 5. | The delivery mode of the CODA files has been defined | | 6. | The CODA files are available, the mandate is now active in MyCodaBox! |
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