Manage companies

Your companies: add or transfer a company in MyCodaBox, edit details, add a bank account, etc.

Transfer an existing company to your office
Transfer an existing company to your office in 5 steps Do you want to transfer a company that is already on file with CodaBox, to your office? In MyCodaBo...
Wed, 15 May, 2024 at 10:58 AM
Transfer a company to another environment & Troubleshooting
Environment Transfer If you want to transfer a company to another one of your MyCodaBox environments (e.g. a different accounting software), you can requ...
Wed, 15 May, 2024 at 1:06 PM
Add a company & Troubleshooting
Easily create a company via MyCodaBox Add a new company via MyCodaBox > Companies > + Add company In the screen that appears, enter the required in...
Wed, 15 May, 2024 at 3:35 PM
Add a bank account for an existing company & Troubleshooting
How to add an account for an existing company In MyCodaBox, click Companies > Company list > Search. In the far right column, click New Coda Mandate...
Thu, 16 May, 2024 at 9:38 AM
Edit a company's details & Troubleshooting
Update a company's details yourself via MyCodaBox: for example, company code, address, email, enterprise name, representative, etc. Some changes will im...
Thu, 16 May, 2024 at 9:41 AM
Company transfer list - the different states and their meaning
You will find an overview in MyCodaBox > Companies > Company transfer list. This list contains two tabs - each tab gives you an overview of the statu...
Wed, 15 May, 2024 at 2:20 PM
CODA (also) delivered to your client
CodaBox is often asked to deliver CODA to the accounting office as well as to the client of the accounting office. However, this is only possible in certain...
Wed, 15 May, 2024 at 3:00 PM
Verifying your client's email: An important step!
CodaBox verifies your client's email address  Just like when you register on a web shop, CodaBox asks your client to confirm his email address. Why? ...
Wed, 15 May, 2024 at 1:56 PM
Archiving a company: Questions & Answers
Why archive a company in MyCodaBox?  You no longer need CodaBox services for a particular company? Avoid unnecessary fees. You no longer want to see ...
Wed, 15 May, 2024 at 2:00 PM
How to deactivate a Service (CODA-SODA-VOILA-CARO)?
Archive or stop a Service? ➟  CodaBox stops sending the files associated with this Service. How to Archive/Stop a Service? Go to MyCodaBox > Mandat...
Wed, 15 May, 2024 at 2:08 PM