Detecting recurring invoices
Candis already detects when invoices recur at regular intervals, for example, subscriptions.
Invoices that belong to the same series are grouped by Candis into a recurring invoice group. When you open an invoice from such a group, Candis shows you all other invoices in the series along with amount, invoice date, and price changes.
Giving feedback on detection
Candis currently needs your feedback to improve the detection of recurring invoices. For each invoice, check whether the group shown is correct, and rate the match using thumbs up or thumbs down.
Tip: If you rate a match with thumbs down, please add a short reason why the invoice doesn't belong to the group, for example, "invoice from a different contract."
Automatic approval
Automatic approval builds on the recurring invoice group. In the future, you will define the criteria by which Candis approves recurring invoices automatically.
Control over which invoices are approved automatically sits entirely with you.
Note: Automatic approval is currently in development and not yet available. Candis does not currently approve any invoice automatically.
We are currently conducting interviews on this topic. If you would like to take part, you can book a slot directly: Book a slot.