Candis optimizes your incoming invoice process and therefore focuses on the processing of incoming invoices.

For outgoing invoices, it is crucial to select the document type outgoing invoice. This is the only way the invoice can be imported into DATEV Unternehmen online as an outgoing invoice (Kundenrechnung).

In the settings under Field suggestions → Document types, you can activate the feature that we automatically suggest the appropriate document type for outgoing invoices.

Outgoing invoices are created by yourself. Candis cannot receive document data, which is why the invoices in PDF format you´ve created have to be read out/processed again.

A good process is characterized by the fact that information can be sent and received by every program in the process chain. This is not possible with outgoing invoices in PDF format and should therefore be avoided.

If you would still like to process outgoing invoices in Candis we highly recommend to send these invoices as e-invoices (ZUGFeRD or X-invoice) to Candis.

All invoices, regardless of whether they are incoming or outgoing invoices, must go through an approval process in Candis.

➔ Is this really necessary in your process?

The approval process can be shortened using the Approve now feature and the documents can be approved immediately after processing