With the help of Candis field suggestions, preliminary account assignments and the 1st approval step can be suggested based on past values.
How do the field proposals impact your role in Candis?
As requesters, you work as a team!
If there are multiple requesters in the company, then all your filled fields will affect the field suggestions. All requesters can process invoices and with each entry for a business partner, the field suggestions become more accurate. Already after the first processing of the business partner, we take these values for the next processing.
Which fields work with field suggestions?
G/L account
Booking keys
Cost center
Cost object
1st approval step (workflow; approver)
Accounts payable number
As an approver, you are solely responsible for your entries.
You will receive field suggestions for fields that you have filled in the past and that, when forwarded to you, were not filled in.
Which fields are influenced?
G/L account
Booking keys
Cost center
Cost object
Do you want to know how reliable the current proposal is?
No problem! On the one hand, the fields are color-coded accordingly.
Orange: The field is classified as unreliable.
Green: The field is classified as reliable.
On the other side, you can move your mouse pointer over the small triangle at the top right of the field, then you can view the current percentage of probability.
Can I disable field suggestions?
The field suggestions can be deactivated for individual roles. That can be done in your settings in the menu field suggestions. Simply click on the slider next to the corresponding role.
Note: Deactivation will affect all your users. You cannot disable field suggestions for individual people.