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All information about the new Candis packages
All information about the new Candis packages

In this article you will find all the important information about our new offering

Pascale Bastian avatar
Written by Pascale Bastian
Updated over 2 months ago

Since March 2024 we have a new offering. This article is relevant for all customers who still have a current contract with the old offer (closing before 03/2024)

In the new offering you can choose from 3 packages: Basic, Plus or Max.
The packages differ in terms of the functions they include, a detailed overview can be found at the bottom of the article.

The prices of the packages are based exclusively on the invoice or document volume (contracts) of your company. The following services are included free of charge in all packages:

  • Unlimited users

  • Unlimited number of companies

  • Unlimited number of document attachments

Important: New features will only be available in these new packages. To obtain these features, you must upgrade to the corresponding package.

We are constantly developing the packages to ensure that the added value for our customers increases continuously without having to buy additional modules or add-ons.

The packages at a glance

In the following table you will find an overview of the most important functions, including planned innovations for this package and recently added functions.

If you need more information about the new packages or are unsure which package best suits your company, book a no-obligation consultation. Make an appointment.

Basis

Ideal for companies that handle their accounting via a tax office. It includes all invoice management functions as well as the standard exports.

Available soon

  • Reimbursement of expenses incl. hospitality receipts

  • Accountant role

Recently added

  • Document preview in the archive

  • Tags

All features

  • Automatic pre-assignment

  • Attachments of receipts, delivery notes + more

  • Information on the artists' social security fund

  • Complete audit trail

  • Customised + multi-level approval processes

  • Tags

  • Audit-proof document archive including preview and additional document types

  • Integration with DATEV Unternehmen online

  • Export as DATEV CSV + XML

  • Exports for Addision, Simba, Sesamsoft, Agenda, BMD + Microsoft Dynamics 365

  • Restricted access rights
    ​

Plus

The Plus package is perfect for companies with internal accounting who want to manage audit-relevant documents such as contracts in addition to invoice approval.

Available soon

  • Create teams (user management)

  • Travel expense management

Recently added

  • Candis export + core data interface (API)

  • Link documents

All features

Includes all functions of the basic package plus:
​

  • Contract management with reminder function

  • Link documents

  • Full text search

  • SEPA XML export

  • Absence note with substitution rules

  • Direct integration with DATEV Rechnungswesen (posting records, core data + payment conditions)

  • Provisions for open approvals (DATEV self-booker)

  • Posting text for DATEV self-booker

  • Candis export + core data interface

  • Direct integration with Sage100 & Microsoft Business Central

  • Priority support

Max

The Max package is suitable for large companies with special technical requirements and companies that work with ERP systems such as SAP Busines One.

Available soon

Recently added

  • Candis invoice data interface (API)

  • Single sign-on

All features

Includes all functions of the Plus package plus:
​

  • Single sign-on

  • Central master data management (new accounts only)

  • Candis invoice data interface

  • Direct integration with SAP Busines One

  • Order synchronisation (only for SAP Busines One users)

  • Personal customer advisor:in

FAQ

  1. What happens to my current contract term if I switch to a new package?

    You can switch to one of the new packages at any time, regardless of the contract term. Your contract term will not change when you switch, and any amounts already paid (for the remaining term) will of course be credited.

  2. What happens if I want to stay with my current offer?

    It is of course possible for you to keep your current offer (old package). However, you will not get access to new features and improvements. Your Candis will continue to function as before.

  3. Which documents are charged by Candis?

    Only uploaded invoices (receipts, travel expenses, out-of-pocket expenses) and contracts will be charged. Other documents such as quotations, delivery notes or payment confirmations that serve as attachments to invoices and contracts can be uploaded free of charge.

  4. To what extent is it possible to switch between packages?

    It is possible to switch to a higher package at any time; switching to a lower package is possible with two months' notice to the end of the contract term.

  5. How much do the new packages cost?
    The costs depend on your company's invoice and document volume. You can find an initial guide on our pricing page . Please note that this is only a rough estimate - possible discounts or benefits such as cashback (for credit cards) are not taken into account here.

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