3.15 Requesting CODA mandates inside Octopus

In Octopus it is possible to import your CODA's automatically by requesting CODA mandates. This is only the case for partner banks, to see which banks are Octopus partners, click this link: Octopus Accountancy Software | CODA-mandaten.

To create a CODA-mandate, go to Octopus, open your case and go to 'Order' -> 'Request CODA-mandate'. A new window will open, please follow the steps below.

• Start up for the request of the CODA-mandate is starting, please click 'Next'.

• Select the journal for which you want to activate automatic processing of financial transactions and click 'Next'.

• Fill in the name of the account holder and click 'Next'.

• Enter the email(s) of the people who should receive notification about the status of the financial transaction imports and separate them by a semicolon ';'.

• Confirm the request of the CODA-mandate by entering your password. After confirming, you will get an email from Octopus about the further steps within 48 hours.

• An overview of the CODA-mandates and the progress of the request(s) can be found by going to 'Bank' -> 'Overview CODA-mandates'.

• Here you will see the following information:
  1. IBAN account: In the case there has to be a financial journal present with a reference to that IBAN bank account
  2. Case: Name of the linked case
  3. Status: Current status of the mandate
  4. Link PDF bank extract
  5. Email: emailadres used by Octopus to communicate about this case