Candis optimizes your incoming invoice process and therefore focuses on the processing of incoming invoices.
Important
If you are planning to process your outgoing invoices in Candis as well, please contact our support team via chat or email (support@candis.io). We can then create a template for your outgoing invoices that supports the data extraction.
Suggest document type for outgoing invoice
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.
Processing
Outgoing invoices are created by yourself. Candis cannot receive document data, which is why the invoices you create 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 and should therefore be avoided.
If you would still like to process outgoing invoices in Candis, please take note of the information mentioned above and contact our support team to have a customized extraction template created for your outgoing invoices. This will ensure that the correct data is entered even without importing document record data.
Approval process
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