Contacts can be assigned an account number in Candis.
Important: Please consult your accounting department or your tax office beforehand if you have never assigned account numbers before. Assigning accounts to business partners is not mandatory and does not make sense in every case.
If the accounts payable are assigned in DATEV Kanzlei-Rechnungswesen, it is NOT necessary to import the accounts back to Candis.
Since the account labelling is identical, in the future DATEV Kanzlei-Rechnungswesen will automatically fill in the account on the supplier's next invoice.
Assigning an account to a new contact:
In the menu Processing, you can create your contact.
Important: This is only reserved for the requester/admin.
When creating the contact, you have the possibility to choose whether it is a supplier, customer or both.
Then you have the option to assign the accounts payable and/or accounts receivable number.
What do I have to take into account when assigning accounts?
Depending on the accounting system you use, we only allow a certain type of accounts. For example, with a connected DATEV account, an accounts payable may only begin with the digits 7, 8 or 9; for other users, beginning digits such as 1 are allowed, as well as potentially alphanumeric variants.
Vendor/customer account numbers may only exist once in the account. If the account number is already assigned, then the contact cannot be saved.
Make sure that you do not assign an account number that is already used elsewhere in DATEV or another accounting program. Here we recommend to import the full contact list and then to utilise the automatic suggestion (see next part).
Automatic accounts payable number suggestion
If you maintain your accounts payable in Candis, you can get an automatic suggestion for the next free account number:
Define a start value. Go to Settings > Field suggestions > Contacts.
For new business partners, we automatically suggest the first free number.
You want to select accounts payable numbers from specific number range:
Enter the starting value of the number range in the accounts payable number field and click on the "Next free number" icon.
You don't want to receive any suggestions? Then you can simply deactivate this function under Settings > Field suggestions > Contacts.