This article explains how to export per diem or entertainment documents from Candis – either as individual PDF files or as a CSV file for a specific time period, for example for payroll accounting.
Option 1: Download PDF documents of individual per diem allowances
If you need the PDF documents for individual per diem entries, navigate to Archive > All Documents.
Step 1: Open the Archive section in the navigation.
Step 2: Select the All Documents sub-section.
Step 3: Enter per diem in the search field. Candis filters the view to show all matching documents.
Step 4: Select the documents you need and download them as a ZIP file.
Each per diem allowance gets its own PDF file in Candis. It contains the recorded travel data, flat rates, and any reductions applied for provided meals.
Option 2: CSV export of all per diem allowances for a specific period
If you need a tabular overview of all per diem entries for a specific time period – for example for payroll accounting – use the CSV export via Archive > Reimbursements.
Step 1: Open the Archive section in the navigation.
Step 2: Select the Reimbursements sub-section.
Step 3: Filter the view to the time period you need, for example a month or a quarter.
Step 4: Click Export CSV to download all reimbursements for the filtered period.
Step 5: Open the CSV file in your spreadsheet application (e.g. Excel). Filter the Document type or Type column for Per diem to display only per diem entries.
Note: The export via Archive > Reimbursements includes all reimbursement types – out-of-pocket expenses, mileage allowances, and per diem allowances together. You apply the filter for per diem after downloading the CSV file.
Use cases
Monthly payroll export: At the end of the month, you want to send all per diem amounts to your external payroll provider. Open Archive > Reimbursements, filter for the previous month, download the CSV, and filter it for per diem. The file contains all the information needed for the import.
Report for the tax advisor: You need the PDF documents of all per diem entries for an audit. Open Archive > All Documents, search for per diem, select the relevant period, and download the documents as a ZIP file.