Mandates /Accounts management

Requests and follow-up for mandates or new accounts: more guidance here

Details of Mandates/Bank accounts and possible actions
MyCodaBox offers a detailed and clear overview of the status of your clients' mandates and associated bank accounts. To display the status of your c...
Wed, 28 Feb, 2024 at 10:38 AM
Mandate status is 'Problem' in MyCodaBox
In MyCodaBox, the status of the mandate is 'Problem' Why this status?  → One of the steps in the activation process did not run correctly. A sh...
Wed, 28 Feb, 2024 at 1:26 PM
Is CodaBox informed when a bank account is closed by the bank?
No, CodaBox is not informed by the bank when a bank account is closed  It is the responsibility of the accountant to archive the bank account in MyCodaBox ...
Tue, 9 Apr, 2024 at 3:45 PM