Candis Basics
By Franziska and 5 others6 authors15 articles
- Dashboard Overview
- Reports and budgetsAdd reports for contacts, G/L accounts or cost centres to your dashboard and expand these reports with budgets.
- This is how you and your team members are reminded of open tasks and missing approvalsThe daily email reminder as an overview of pending approvals
- Table and search functions for documentsHow the search and table features work.
- How do attachments work?
- Linking documentsIn this article, you'll learn how to link documents to each other, what benefits this brings, and how you can automatically share access to linked documents.
- Manage access rights for individual documents
- Using and creating tags in CandisIn this article, we explain how to create and manage tags and how to retrieve document lists filtered by tag.
- Data sources in CandisWhere does the data displayed in the processing of documents and transactions come from?
- "Field suggestions"How the field suggestions with learning function are determined and how you can deactivate them.
- AI Field Suggestions for Invoice CodingIn this article, you’ll learn how our AI helps you choose the invoice coding accounts.
- Automatic accounts and tax calculation in CandisThis article explains how Candis automatically determines the tax rate for invoices, which sources are involved, and how tax and gross amounts are calculated.
- What do the numbers in Candis mean?This article explains what the numbers in the side navigation, above the tables and in the company menu mean, so you can see at a glance where you need to…