Client Management

Fill in the 'Fiche signalétique - Gegevensfiche'
We request you to fill in the Fiche signalétique/Gegevensfiche so that you can order mandates for your clients (this document is available for download at t...
Mon, 12 Dec, 2022 at 10:50 AM
Need to transfer a client to your office?
I transfer a client to my office in 5 steps Do you want to transfer a client, who already has an active account with CodaBox, to your Office? In MyCodaBox...
Fri, 24 Feb, 2023 at 1:07 PM
Transfer a client to another platform & Troubleshooting
Platform Transfer If you want to transfer a client folder to another of your MyCodaBox platforms, you can request this transfer, as well as the resending...
Fri, 31 Mar, 2023 at 3:11 PM
Create new client & Troubleshooting
Create a new client Easily create a new client via MyCodaBox Easily create a new client via MyCodaBox > CLIENTS > New Client In the screen that...
Thu, 26 Jan, 2023 at 1:40 PM
Add bank account for an existing client
Follow these steps Adding an account for an existing client To add a bank account for an existing client, go to MyCodaBox and search and select your c...
Fri, 24 Feb, 2023 at 11:33 AM
Administrative and technical costs CODA
Overview of the different costs: Technical costs A monthly cost is charged for each current account based on a progressive rate. The delivery of COD...
Fri, 20 Jan, 2023 at 11:34 AM
Understand your CodaBox Invoice/monthly Report
MY INVOICE CodaBox invoices are sent in PDF format by e-mail or by another electronic channel of your choice. The sender of your invoice can be: CodaB...
Wed, 18 Jan, 2023 at 9:20 AM
Managing my client data: Updates & Troubleshooting
Update my client's data I adapt my client's data via MyCodaBox In MyCodaBox > Clients > Client List > Search for your Client > In the...
Fri, 31 Mar, 2023 at 4:22 PM
Client transfer list - what do the different states mean?
In MyCodaBox > CLIENTS > Client Transfers List  you will find an overview of your client transfers. This list contains two tabs - each tab gives you ...
Mon, 30 Jan, 2023 at 4:00 PM
CODA (also) delivered to your client
CodaBox is often asked to deliver CODA to your office as well as to your client. However, this is only possible in certain circumstances. Read our options b...
Fri, 31 Mar, 2023 at 8:41 AM