Mandates /Accounts management
CodaBox delivers CODA/SODA/Invoices securely in the user's IT environment. The files are delivered ready to use, arranged and sorted in a simple a...
Thu, 15 Sep, 2022 at 1:53 PM
The CODA/SODA files you receive daily can also be sent to your client by e-mail in PDF format Check if the global option is enabled in your MyCodabox...
Mon, 19 Sep, 2022 at 9:47 AM
The status of a bank account is available via MyCodaBox - CLIENT & MANDATES SERVICES - CODA - Manage Overview of the possible states of a bank acco...
Wed, 14 Sep, 2022 at 9:50 AM
Which documents does my client need to sign? CodaBox needs 2 documents completed and signed by your client, to be authorised to provide the CODA service: ...
Fri, 24 Feb, 2023 at 8:53 AM
Follow these steps Archive a specific account that is part of a mandate with several accounts Go to your MyCodaBox platform. Select the client concern...
Wed, 14 Sep, 2022 at 4:11 PM
Archive a mandate in 3 steps In MyCodaBox, Select your client - in the details window of your client, go to the 'CODA' tab Locate the mandate to...
Wed, 23 Nov, 2022 at 2:42 PM
To allow CodaBox to retrieve your client's CODA for a KBC/CBC account, your client must perform an action in his/her bank application to create the lin...
Tue, 18 Oct, 2022 at 8:12 AM
If your office sends CODA mandates to CodaBox, we ask that you scan them and email them as an attachment to helpdesk@codabox.com. Please enter as subject: “...
Fri, 20 Jan, 2023 at 11:45 AM
MyCodaBox offers a detailed and clear overview of the status of your clients' mandates and associated bank accounts. To display the status of your ...
Tue, 13 Sep, 2022 at 4:07 PM
One is not better or worse than the other. It is a different approach, a different purpose and we can offer them both from within Isabel Group. What&#x...
Thu, 14 Jul, 2022 at 8:49 AM