Candis Basics
By Timo and 5 others6 authors13 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 new search and table features work.
How do attachments work?
How to link documentsIn this article, we explain how to link documents and what advantages this has.
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?
Check for duplicatesHow Candis supports with the identification of duplicates.
"Field suggestions"How the field suggestions with learning function are determined and how you can deactivate them.