Client Management
Your clients: create a client, transfer, edit data, add account, etc.
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...
Tue, 20 Jun, 2023 at 4:24 PM
Environment Transfer If you want to transfer a client to another one of your MyCodaBox environments (e.g. a different accounting software), you can reque...
Thu, 4 Apr, 2024 at 12:10 PM
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...
Fri, 15 Mar, 2024 at 11:46 AM
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...
Thu, 29 Feb, 2024 at 11:26 AM
Update my client's data I adapt my client's data via MyCodaBox In MyCodaBox > Clients > Client List > Search for your Client > In the...
Thu, 29 Feb, 2024 at 1:53 PM
In MyCodaBox > Clients > Client Transfer List you will find an overview of your client transfers. This list contains two tabs - each tab gives you a...
Thu, 4 Apr, 2024 at 12:21 PM
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
CodaBox verifies my client's email address Just like you register on a web shop, CodaBox asks the client to confirm his email address Why? CodaBox ...
Wed, 10 Apr, 2024 at 10:40 AM
Why archive a client in MyCodaBox? You no longer need CodaBox services for a particular client? Avoid unnecessary fees. You no longer want to see on...
Tue, 9 Apr, 2024 at 4:14 PM
Archive or stop a Service? CodaBox stops sending the files associated with this Service. How to Archive/Stop a Service? In MyCodaBox > MANDATES &am...
Mon, 8 Apr, 2024 at 4:24 PM