The new Dashboard not only comes with a refreshed design but also with expanded functionality to help you stay on top of your accounting tasks more efficiently. In this article, you’ll learn about the different sections and how to make the best use of them.
Sections of the New Dashboard
1. My Tasks
The My Tasks section shows you all open to-dos that need your direct attention.
Tasks are grouped into:
Inbox
Approvals
Contracts
Export
👉 Tip: Use this section to quickly see where action is required.
2. Monitoring
The Monitoring section is available to users with the roles Administrator or Accountant.
It provides a broader overview of processes that you can’t resolve yourself but are still relevant to you.
This includes:
All invoices currently in process
Missing invoices linked to credit card transactions
Long-pending approvals
3. Get More Out of Candis
The Get More Out of Candis section provides you with up-to-date information such as:
Product updates and new features
How-to guides
Upcoming webinars
Package upgrade options
4. Credit Card Wallet
In the Credit Card Wallet, you can manage your company credit cards:
See all active cards
Check available balances
Manage your assigned cards
Request a new card
👉 Tip: You’ll only see cards that have been issued to you personally.
5. Reports
The Reports section lets you:
Create new reports
Track invoice volumes by cost centers or cost units
You can learn more about reports here.
Example Use Cases
As an Accountant, you can use Monitoring to identify long-pending approvals and remind colleagues.
As a Team Lead, you can use Reports to allocate monthly costs to your project team.
As a Cardholder, you can check your available budget directly in the Credit Card Wallet.