Your first steps in CANDIS | CANDIS Help Center

Setup your Account

What are the optimal system requirements for CANDIS?

What are the requirements to be able to work with CANDIS 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

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, cost objects, 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

How do I change my email address in CANDIS?

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

Written by Stephanie Portoff
Updated over a week ago

Import invoices

Upload invoices for approval to your account

Use the email import or the manual upload via drag&drop to import invoices into your account

Written by Thomas Heudecker
Updated over a week ago

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

File size is too large

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

Written by Lars Böhnke
Updated over a week ago

Request approvals

Automate recurring approvals via workflows

Automate known processes with simple rules

Written by Thomas Heudecker
Updated over a week ago

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

Invoice correction

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

Written by Thomas Heudecker
Updated over a week ago

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

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!

Written by Thomas Heudecker
Updated over a week ago

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

The daily email reminder as an overview of pending approvals

Written by Thomas Heudecker
Updated over a week ago

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

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

Written by Thomas Heudecker
Updated over a week ago

Approve invoices

That's how the search in our filters work

You 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

Manage and export payment lists

Export payment lists with CANDIS (SEPA XML export) and monitor due dates

Under Payments, you can monitor your documents still to be transferred and export payment lists for further processing.

Written by Thomas Heudecker
Updated this week

Manage your suppliers

Managing suppliers/business partners with the contact view

Are there duplicate contacts in your list of business partners, and you want to maintain the list? You are at the right place!

Written by Thomas Heudecker
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

Work with the delivery date

In addition to the invoice date, a delivery date can be entered. In DATEV, services can thus be booked on a periodic accounting basis.

Written by Thomas Heudecker
Updated over a week ago

Search and filter documents in CANDIS

Search documents and combine search results with filters

Written by Thomas Heudecker
Updated over a week ago