training

General settings in Candis

Do you want to get the most out of Candis in your daily work and work as easily and efficiently as possible? - Then you've come to the right place!
We'll show you how to find your way around the Candis settings and how to make the most of them.

In these videos, you will learn more about the general settings in Candis

Invoice receipt in Candis

How do the invoices get to Candis and what are the options?
How does email import work and how is it set up? How do the invoices that come by mail end up in Candis?

User management in Candis

In this video, Timo explains everything about team members and role assignments, how to add the one absence, and what you should know about account security and 2-factor authentication.

Workflows in Candis

How are workflows created in Candis and what are the options and conditions?

Basic accounting settings

The entry of accounting records, the import of cost centers, cost objects and G/L accounts and how these are uploaded. Timo also shows how to create control keys.

Payments from Candis

Timo shows all the options for payments, how to activate payment function, how to add bank accounts and how to use payment terms. More information about payments in Candis can be found here.

The path of the invoice through Candis from import to export

The following questions are addressed in more detail here: What happens after the invoice is received? How do I attach a delivery bill? How are G/L accounts, tax keys, cost objects and cost centers assigned? How can an invoice be split? Which fields are mandatory? What happens when an invoice correction or a credit note is received? Are there any conditions?

Recording “Tipps und Tricks: Allgemeine Einstellungen in Candis”

On 12.09. our online event "Tips and Tricks: General settings in Candis" took place. Timo explained everything about the topic and answered the questions from the audience. Here you can watch the complete recording.