Through CodaBox you can work in two ways. You choose the one that suits your situation.
Method 1 — Full CodaBox interface (via your accountant)
With the full interface you can forward your sales invoices to your accountant and receive the CODA files from your bank, so that invoices paid by bank transfer are automatically reconciled. Your accountant does need to already be a CodaBox user for this. To activate this function in Fuga, first request the accounting export module via subscriptions@sonetas.eu.
Once this has been done, take the following steps:
- Request a CodaBox token via Settings => Practice data => Accounting.
- After you have received the token from CodaBox by email, enter it via Settings => Practice data => Accounting.
- If this goes well, the CodaBox interface is active.
What you can then do:
- Forward sales invoices to your accountant via the report Invoices and credit notes and then the 'CodaBox' button at the top right of the results table.
- Reconcile the payments via the action Retrieve CODA file (via CodaBox).
In this case you pay for the use of the CodaBox platform via your accountant.
Method 2 — Receive CODA files only (for your own company)
If you only want to receive the CODA files (payments) from your bank, without sending sales invoices to an accountant, you can request a token from CodaBox yourself for your own company. No involvement of an accountant is required. With this token only the retrieval of CODA files works; sending sales invoices is not possible with this method.
This setting is independent of the accounting interface. You can use it at any time, regardless of which accounting interface you have set up.
Here's how to activate it:
- Go to Settings => Practice preferences => Belgium tab, Accounting section.
- Tick 'Download payments from Codabox'. Fuga then sends a token request to CodaBox with your practice's VAT number.
- CodaBox sends you a token by email. Enter this token in the same screen and save.
- Once the status shows 'ok', you can retrieve the CODA files via the action Retrieve CODA file (via CodaBox).
If you later want to switch to the full integration (also sending sales invoices), additionally set up the accounting interface with CodaBox as in Method 1. Both can be active at the same time.
In this case you need to take out a subscription with CodaBox yourself.
More info about CODA can be found at CodaBox: codabox.com/producten/coda.