Candis

Learn how to process for setting up credit cards in Candis works

How can I register for credit cards in Candis?

Setting up credit card export for the different export types

How to set up your credit card export

For all ERPs connected via our API, such as Sage100, Business Central, or Oracle NetSuite, as well as all systems that use the Candis CSV.

Credit cards (API and Candis CSV)

Thomas Heudecker

Franziska Kaiser

Candis credit card first steps

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Create your workspace and invite the people you work with.

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{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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