Candis

Solutions for the most common causes when signing in to Candis does not work.

Resolve sign-in issues

How to set up a seamless export to the DATEV "Kassenbuch online".

Connect Kassenbuch online [DATEV]

If Candis regularly suggests wrong contacts, verify your contact data or merge contacts if necessary

Candis assigns invoices to a wrong contact or a contact is created twice

Former Candis customer? Find out how to access your archived documents, or whether your data is still available.

Accessing older Candis data after your contract ends

Overview of the countries in which Candis delivers SMS codes to verify your mobile number and for two-factor authentication.

Supported countries for SMS verification

René Wasmuß

Lars Böhnke

Timo Kretschmer

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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.

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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.

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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