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Your first steps in CANDIS
Your first steps in CANDIS
Informations about the invoice approvals in CANDIS
16 articles in this collection
Written by
Lars Böhnke,
René Wasmuß,
and
Timo Kretschmer
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