First steps
The setup and the approval process in Candis
By Franziska and 3 others4 authors9 articles
System requirements for CandisWhat requirements does my PC need to fulfill to work with Candis?
Basic settings for your organisationHow to set up the basic data in your organisation
Viewing and setting up document inboxAvoid manual work from the very first step of your financial processes by using an automated forwarding of your incoming invoices
Inviting users to Candis
Creating and using workflowsThis article describes how to create approval workflows, add conditions, and apply them to invoices. Workflows standardize recurring approvals and route invoices automatically to the defined approvers.
Creating and using teams in CandisHow and where you can use teams in Candis
How can I manage multiple organisations in Candis?How to manage and see all organisations
Workflow creation and usageThis article describes how to create approval workflows, add conditions, and apply them to invoices. Workflows standardize recurring approvals and route invoices automatically to the defined approvers.
Import workflows from another companyThe import workflow feature lets you transfer existing workflows from another company, including their rules and approval steps. This sets up your processes faster and more consistently, without building everything…