Introduction
Candis uses an AI model for field suggestions. The AI model evaluates the content of an invoice and derives suitable values from the invoice data. The suggestions do not come from existing rules or templates. Candis can currently create suggestions for these fields:
G/L account
Cost center (KOST 1)
Cost object (KOST 2)
Tax key
Posting text
VAT splits
Payment status + date
This field includes payment status and payment date.
When Candis creates AI field suggestions
The AI model needs a sufficient data basis from your company to create reliable suggestions. Candis therefore activates AI field suggestions only when both requirements are met:
Your company has approved at least 100 invoices.
At least 14 days have passed since the first approval of an invoice.
Under Settings ➔ Field suggestions, Candis shows you the current AI training progress, including the number of manually processed documents and the remaining days of the initial training period.
Note: As long as these requirements are not met, Candis does not show AI field suggestions. As soon as your company meets both requirements, Candis creates AI field suggestions automatically. You do not need to do anything else.
How it works
Open a document in the processing form.
In the invoice coding fields, AI-generated suggestions will appear.
You can recognise them by the blue AI Star Icon
You can either accept the suggestion or choose another account.
Important: You train the AI field suggestions by correcting incorrect suggestions. Candis uses these corrections as a signal for future suggestions.
Configure field suggestions
Under Settings > Field suggestions, you define in which approval step Candis creates AI field suggestions.
The table shows all available fields. For each field, you can choose whether Candis creates the AI field suggestion for the Requester or the Approver. If a field does not have a toggle in an approval step, Candis does not offer an AI field suggestion for this field in that approval step.
Give feedback
Your feedback remains important, even when you correct incorrect suggestions
directly in the field. Corrections show Candis which value is correct. Feedback also explains why a suggestion was helpful or not helpful.
Open the invoice in the processing form.
Click the feedback menu.
Select 👍 Thumbs up if the AI field suggestions were helpful.
Select 👎 Thumbs down if one or more AI field suggestions were not helpful.
Select the matching feedback for each field in the dropdown.
Examples of helpful feedback
Helpful feedback describes the specific error and the expected value.
✅ “Candis often suggests G/L account X for salary invoices. The correct G/L account is Y.”
✅ “The cost center is correct for supplier A, but Candis often suggests the wrong cost center for supplier B.”
✅ “Candis does not reliably recognize the payment date when the payment status is already paid.”
Unhelpful feedback does not include a specific explanation.
❌ “Wrong again.”
❌ “Doesn’t fit.”
❌ “Bad.”
What’s next
Candis continues to develop AI field suggestions. The following extensions are planned:
Individually configurable posting texts
You select different fields and use them to define your own posting text format, for example a combination of supplier, invoice number, and invoice date.Continuous training of the AI model
Candis continuously improves the accuracy of AI field suggestions.Introduction of additional fields
Candis plans additional AI field suggestions, for example for Approvers and workflows.