The Candis Inbox is the place where all newly imported invoices and documents appear and you either start the approval process for your invoices or you decide to store documents.
Set up the email import
Click on the Import via email button to access the Email inbox settings. Here you will find a chronological overview of the emails received and information about any attachments extracted.
On the right-hand side, you will see the individual import address for each Candis account via which we can receive invoices.
All documents extracted by Candis are accessible by clicking on "Show".
💡Tip: Configure an automated forwarding rule to Candis from your invoice address: Nearly all Candis users are automatically forwarding their incoming emails that contain invoices to their Candis company. For that, we recommend you establish a dedicated mail address for incoming invoices only, e.g. like invoice@xzy.com. Just advise your team members to send invoices only to that specific address and nowhere else.
⚠️ Important: Some suppliers send out their mails without standardized transport encryption. These mails are rejected by our servers and would therefore be lost. This was prevented by setting up forwarding.
Mail forwarding with Outlook/Microsoft 365 in combination with a Microsoft Exchange Server
On the mail server (Exchange Online) there is usually a policy in the antispam settings that blocks automatic forwarding to external email addresses by default.