Candis

Timo Kretschmer

René Wasmuß

Stephanie Portoff

Informations about the invoice approvals in CANDIS

Your first steps in CANDIS

What are the requirements to be able to work with Candis without errors?

What are the optimal system requirements for Candis?

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

Configure the standard client to connect your DATEV Unternehmen online account

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

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

Setup your Account

Which user role offers which authorizations?

Add and remove team members and define their roles

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

Candis Smart Field Suggestions for you as a Requester or Approver

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

Individualize the user profile

What are the steps required to update the email address in my Candis account?

How do I change my email address in Candis?

Add reports for contacts, G/L accounts or cost centres to your dashboard and expand these reports with budgets.

Reports and budgeting, the easy solution to keep track of your expenses

Work with your team

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

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

File sizes must not exceed 19 MB. We explain why and show different ways to solve such issues.

File size is too large

Lars Böhnke

Import invoices

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

Start your first approval process!

Automate known processes with simple rules

Automate recurring approvals via workflows

You have documents that belong together or want to upload documents for an invoice?

Add attachments to documents

Invoice corrections, colloquially called credit notes, can be processed with the Invoice correction checkbox.

Invoice corrections and credit notes

An employee who was entered as a requester is sick / on vacation or the document data was entered incorrectly - this is what you can do!

How to change a started approval process (document data or approver)

The daily email reminder as an overview of pending approvals

This is how you and your team members are reminded of open approvals

Create multiple users in one approval step or multiple approval stages?

Several approval steps are used for this purpose and this is how you utilize them

Thomas Heudecker

Request approvals

You are able to search for a specific payee instead of scrolling

That's how the search in our filters work

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

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

Approve invoices