Your first steps in CANDIS | CANDIS Help Center

Setup your Account

What are the optimal system requirements for CANDIS?

What do I need to work with workflows without errors?

Written by Timo Kretschmer
Updated over a week ago

Configure the standard client to connect your DATEV Unternehmen online account

An overview on how the connection between CANDIS and DATEV Unternehmen online works and how to set it up initially

Written by René Wasmuß
Updated over a week ago

Cost centers - what do I do with them and how do I create them?

Create cost centers or change existing ones

Written by Timo Kretschmer
Updated over a week ago

You can import your existing Cost Centers and Cost Objects directly to CANDIS

When your accounting is working with COST1 and COST1, just create a CSV list that contains all relevant data and upload it at once

Written by René Wasmuß
Updated over a week ago

How do I log in to my CANDIS account for the first time?

You already got the invitation for CANDIS? Here are the next steps.

Written by Timo Kretschmer
Updated over a week ago

Work with your team

Add and remove team members and define their roles

Which user role offers which authorizations?

Written by Timo Kretschmer
Updated over a week ago

CANDIS Smart Field Suggestions for you as a Requester or Approver

How CANDIS determines the suggested values for cost centers, workflows, and approvers

Written by René Wasmuß
Updated over a week ago

Individualize the user profile

Set up a profile picture and use the account the way you want to

Written by Timo Kretschmer
Updated over a week ago

Import invoices

Automate your incoming invoice process by using the Mail-Sync feature

Avoid manual work from the very first step of your financial processes by using an automated forwarding of your incoming invoices

Written by René Wasmuß
Updated over a week ago

Request approvals

Start your first approval process!

Documents are ready for an approval process in 'Processing' - what to do next?

Written by Timo Kretschmer
Updated over a week ago

Approve invoices

That's how the search in our filters work

From now on your are able to search for a specific payee instead of scrolling

Written by René Wasmuß
Updated over a week ago

I need to approve an invoice - what do I do?

You have been assigned an invoice for approval - how to proceed now.

Written by Timo Kretschmer
Updated over a week ago

Export your documents

Easily find your exported documents in DATEV using the DATEV invoice ID

When exporting your invoices including the extracted data to DATEV Unternehmen online we create an individual invoice ID you can search for

Written by René Wasmuß
Updated over a week ago

FAQ´s

Re-Export in another format

If you need to work with your data somewhere else except your accounting tool, you can simply re-export the data in another format.

Written by René Wasmuß
Updated over a week ago

How are contacts suggested?

CANDIS recognizes contacts even if the name is not extracted quite correctly.

Written by Lars Böhnke
Updated over a week ago

CANDIS assigns invoices to a wrong contact or there is a duplicate contact already in place

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

Written by René Wasmuß
Updated over a week ago