MyCodaBox

Our articles about MyCodaBox
What's new about MyCodaBox? How to update my client's data via MyCodaBox? How to archive a specific bank account? New Design for CODA mandates...
Thu, 3 Sep, 2020 at 9:36 AM
How to update my client's data via MyCodaBox?
To Manage/Adapt your Client's data, go to your MyCodaBox platform In Clients - Client List, search for your Client and display his details in Clien...
Thu, 3 Sep, 2020 at 9:15 AM
Updating my client's information: Questions / Answers
You have followed the procedure How to update my Client's data via MyCodaBox? but you want more detailed information? Below you will find more informat...
Thu, 3 Sep, 2020 at 9:14 AM
How to archive a specific bank account?
Do you want to archive a specific account that is part of a mandate with several accounts? Go to your MyCodaBox platform, in CLIENTS - Client List - sel...
Thu, 3 Sep, 2020 at 9:17 AM
What is MyCodaBox?
MyCodaBox is a platform that is created and configured by CodaBox during the process of registering your account in our system. When you Log in to your ...
Mon, 9 Dec, 2019 at 11:37 AM
How to connect to MyCodaBox
MyCodaBox is accessible via the URL https://www.mycodabox.com When you subscribe to the services offered by CodaBox, you will receive an email from our ...
Thu, 31 Oct, 2019 at 7:41 AM
How do I reset my password for MyCodaBox?
You can change your password for security reasons, or reset it if you have forgotten it. Change your password Go to your MyCodaBox platform Under the...
Mon, 21 Oct, 2019 at 8:33 AM
How to request a platform transfer via MyCodaBox?
As an Accounting Office, client of CodaBox, which works with several accounting software, you also have access to several MyCodaBox platforms. See our page ...
Mon, 17 Aug, 2020 at 11:24 AM
CODA mandates can't be send to client due to missing emailaddress
CodaBox sends the mandates by e-mail to your customer (if CodaBox takes care of the mandate management). If your customer's e-mail address is not kno...
Fri, 12 Jun, 2020 at 10:29 AM
How to find clients who do not have an e-mail address registered at CodaBox
Via MyCodaBox you can easily search clients who do not have an e-mail address registered at CodaBox. Go to 'Client List' and use the filter '...
Fri, 7 Aug, 2020 at 1:37 PM