You can link an invoice to a credit card transaction either automatically via auto-matching or manually.
Auto-matching: Automatic linking of invoice and transaction
As soon as you upload a receipt in Candis, auto-matching starts automatically. This works in two cases:
You forward an invoice via email import.
You upload an invoice manually in Candis.
Candis automatically checks whether a matching credit card transaction exists and links the invoice to the corresponding payment.
Timeframe:
The matching process is usually completed within a few minutes. In individual cases, it can take up to 48 hours.
Result of automatic matching
The credit card transaction no longer appears in the Inbox menu.
The linked document is moved to the Archive.
In the transaction detail view, you can see in several places that the invoice was linked automatically.
You can remove an existing link at any time and detach the transaction from the document.
Note: A credit card transaction can only ever be linked to exactly one invoice (1:1). This is different from the Linking documents feature, which lets you link an unlimited number of documents together.
Manual linking: Attach an invoice directly to a transaction
If no automatic matching takes place or if you want to assign the invoice yourself, you can link the invoice manually.
How to link an invoice manually
Open the Inbox menu.
Select a credit card transaction without a linked invoice.
Click Upload invoice or Select document.
Upload a new invoice or choose an existing document.
You can also scan and upload an invoice directly via the mobile app.
Note: The 1:1 pairing also applies to manual linking — don't confuse it with the unlimited Linking documents (relationships/attachments) feature.
After uploading
The credit card transaction no longer appears in the Inbox menu.
The invoice appears in the Inbox and is linked to the transaction. The processing now continues via the invoice.