Your first steps in CANDIS

Informations about the invoice approvals in CANDIS

10 articles in this collection
Written by 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 this week

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

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