In this article, you'll learn how Candis automatically reminds you of pending approvals and missing documents, and how to remind team members of urgent tasks.
Automatic daily email reminder
Candis sends an automated email Monday through Friday at 5:00 AM to all team members with open tasks. The email has the subject line "Daily digest" and summarizes what needs your attention that day.
The daily digest contains:
all pending approvals for invoices and other documents
notifications about credit card transactions that are still missing a document
notifications about contracts reaching their suspension date
notifications about new or to check reimbursements
Through the Show approvals button in the email, you go directly to the relevant area in Candis.
Candis only sends the daily digest if you actually have open tasks at 5:00 AM. If you completed all approvals the previous evening and the next invoice arrives in your inbox later in the day, you won't receive an email that day. This is not an error — it's the expected behavior.
You currently cannot adjust the frequency or type of automatic reminders yourself.
Reminding a specific team member about an approval
If you want to remind an individual team member about an urgent approval, use the comment function in Candis. Here's how:
Open the relevant approval in Candis.
Write a comment and enter the
@character.Select the relevant team member from the suggestion list.
Send the comment.
Candis notifies the mentioned person immediately in two ways:
by email to their registered address
by notification within Candis
Tip: Notifications in Candis appear in the Notifications area in the main navigation after login. There, the mentioned team member sees all current mentions and alerts in one place.
Use cases
Example 1: Accountant starts the workday Anna is an accountant and opens her inbox at 8:00 AM. She finds the daily digest from Candis listing three open approvals and one notice about a credit card transaction without a document. Using the Show approvals button, she jumps directly into the approval area and works through the tasks.
Example 2: Urgent approval before a payment deadline An invoice with a cash discount deadline expires today, and the responsible approver hasn't reacted yet. You open the invoice, write a comment saying @Max Mustermann – please approve today, cash discount deadline expires and send it. Max immediately receives an email and a notification in Candis.