What's new on CANDIS

Automated invoice management — CANDIS enables transparent collaboration in your finance department.

Payment
25.11.2021

Update for customers who pay their invoices in DATEV Kanzlei-Rechnungswesen

If an invoice is marked as "Paid" in CANDIS before it is exported to DATEV, the posting proposal is created from now on with a blocking note ("Sperrvermerk") in DATEV Kanzlei-Rechnungswesen after it has been made available ("Bereitstellen").

A blocking note prevents an invoice from being paid via DATEV Kanzlei-Rechnungswesen.

Our update prevents accidental payment of invoices via DATEV Kanzlei-Rechnungswesen that had been set to "Paid" in CANDIS.

Important: Changes to the status "Paid" in CANDIS are not synchronised after an export. Any changes relevant for your payment process in DATEV Kanzlei-Rechnungswesen must be made before the export.

With this update, DATEV Kanzlei-Rechnungswesen and CANDIS grow even closer together.

If you want to know more, we have a detailed article for you here.

José San Gil
Engineer
Ehsan Minaeizadeh
Engineer

Oyinda Kosemani
Engineer
Katarzyna Kaswen-Wilk
Engineer

Kourosh Nazari
Product Designer
Stephanie Portoff
Product Manager

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Overview
22.10.2021

Filter your documents view by date

You can now filter the list you see under the "Documents" navigation points by date. This is possible for all kinds of dates: invoice date, due date, payment date and delivery date.

This new functionality works especially well in combinations with others: * search for a supplier and then set a filter for the current month to find their newest invoice * filter for invoices pending approval and the due date within the next three days to identify urgent approval needs * filter your list by the closed quarter and download a CSV-file of it to create some graphs and charts which will help you to control your budgets!

Mozhde Amiri
Developer
Francesco Saccone
Junior Developer

Siddhesh Bhasme
Developer
Christoph Müller
Developer

Merlyn Nita Ramanan
Machine Learning Developer
Akua Appiah-Lindberg
Junior Developer

Rachel Fernandez
Product Manager
Christian Wenzel
Product Designer

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Overview
30.09.2021

Download a CSV-file of your invoices

You can now download your invoices as a CSV-file which you can then open in Excel to generate insights into your processes and expenses. You can find the button for this in the "Documents" view.

Each invoice (in the case of split bookings, each booking) is represented by a row and all data points such as amount, requester, approver, cost center and general ledger accounts are provided.

Next to downloading all documents, you can also filter the list before hitting the download button. This means that if you wanted to, for example, look at all invoices which are still pending approval, you could filter for the status. With this, you can easily find invoices which are shortly before their due date and send their approvers an email or find out how much you spent in a certain cost center.

Mozhde Amiri
Developer
Francesco Saccone
Junior Developer

Siddhesh Bhasme
Developer
Christoph Müller
Developer

Merlyn Nita Ramanan
Machine Learning Developer
Akua Appiah-Lindberg
Junior Developer

Rachel Fernandez
Product Manager
Christian Wenzel
Product Designer

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Processing
10.09.2021

Next free account payable number suggested by CANDIS

CANDIS will suggest the next free account payable number for you when creating a new contact from now on.

We suggest accounts payable with successive numeration - that means we will choose the next number which has not been used yet.

Important: CANDIS can only suggest the next free account payable number if you did a creditor import before. Without the import, we do not know which numbers have been taken yet!

Mozhde Amiri
Developer
Francesco Saccone
Junior Developer

Siddhesh Bhasme
Developer
Christoph Müller
Developer

Merlyn Nita Ramanan
Machine Learning Developer
Akua Appiah-Lindberg
Junior Developer

Rachel Fernandez
Product Manager
Christian Wenzel
Product Designer

Read More
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Import
03.08.2021

Import accounts payable

From today on, you can not only create contacts one by one, but also import them as a list!

This is especially useful if you want to import your list of suppliers including important additional data such as account payable number, IBAN, tax number and VAT-ID. You can download this list from tools like DATEV Kanzlei-Rechnungswesen and upload in CANDIS.

For those of you who do not work with DATEV Kanzlei-Rechnungswesen, we also offer a template. You can just fill the data in there and then import to set up all the contacts.

We are very strict with the validation in this import because it is important you only add accurate data in CANDIS. So we will not accept rows with e.g. an invalid IBAN. But don't worry: We offer you an error-file for download, which you can then edit via Excel and reimport the file. This way you can easily set up the rejected suppliers.

Mozhde Amiri
Engineer
Francesco Saccone
Engineer

Siddhesh Bhasme
Engineer
Christoph Müller
Engineer

Merlyn Nita Ramanan
Machine Learning Engineer
Akua Appiah-Lindberg
Engineer

Emin Alexandi
Quality Assurance
Anthony Proschka
Machine Learning Engineer

Rachel Fernandez
Product Manager

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Payment
19.07.2021

Payments activation/deactivation

The menu "Payments" can now be activated or deactivated.

For all customers who have not yet used the payments functionality, a start date must now be set when activating it. The start date corresponds to the due date from which on invoices are to be displayed in the payment list for payment.

The activation can be done through the activation window in "Payments".

The function has already been used, but should now be deactivated?

Then this is now possible under "Settings > Payments". This will no longer show any counter information about the payments still to be made in the corresponding menu item.

If you want to know more, we have a detailed article for you here.

You have suggestions for us? You can arrange a user interview here.

José San Gil
Engineer
Ehsan Minaeizadeh
Engineer

Pritoj Singh
Engineer
Katarzyna Kaswen-Wilk
Engineer

Emin Alexandi
Quality Assurance
Stephanie Portoff
Product Manager

Kourosh Nazari
Product Designer

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