Approval workflows & expense policy — found from sitemap — Candis

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Facts read from this source

• Approval roles Report an error

  “If you have the authorization level of either the requester, accountant or the administrator, you can request approvals from the respective colleagues for the uploaded documents.”

• Data capture Report an error

  “Candis automatically detects the relevant information on your invoice. Depending on your Candis account, this is done either through AI or OCR (optical character recognition).”

• Tax detection Report an error

  “Candis usually detects the gross amount, tax rate, and included VAT automatically.”

• Multi tax rates Report an error

  “For invoices with multiple tax rates (e.g., 19% and 7%), you can select the applicable rate for each line item; Candis automatically sums up the totals.”

• Recognition confidence Report an error

  “🟣 Plum = confident → previously confirmed without changes 🟡 Yellow = please review → has been modified in the past”

• Direct approval Report an error

  “The right to approve invoices immediately is included in the Administrator user role. If you are an Accountant or Requester, you also need the Approver role.”

• Deputy principle Report an error

  “The approver is authorized to approve an invoice if more than one person is selected in an approval step. The approver is ultimately the person who first approves or rejects a document - the so-called deputy principle.”

• Sequential steps Report an error

  “If you select a second approval step after the first one, the invoice must first pass through the first step before the second step can finally approve the document.”

• Approved export Report an error

  “When the first and only Approver approves an invoice, it ends up in the export and is ready for data transfer.”

• Rejected return Report an error

  “If an invoice is rejected, the document, including the reason for rejection, is returned to the processing and can be sent to the approval process again.”

• Approval blockers Report an error

  “no contact has been selected no contact exists, and no new contact has been created (the name has only been typed into the field) one of the mandatory fields was not filled in (document type, payee, invoice date, amount, currency, and at least one release step)”

• Approval beta Report an error

  “Automatic processing: send invoices to approval with Cal (Beta)”

1 fact read from this page is not shown because it could not be confirmed on the page as captured.

Scores citing this record

• The Controller Receipt capture & expense claims
• The Controller Approval workflows & expense policy
• The Controller Reimbursement, travel allowances & VAT
• The Finance Lead Receipt capture & expense claims
• The Finance Lead Approval workflows & expense policy
• The Finance Lead Reimbursement, travel allowances & VAT
• The Office Manager Receipt capture & expense claims
• The Office Manager Approval workflows & expense policy
• The Office Manager Reimbursement, travel allowances & VAT
• The Skeptic Receipt capture & expense claims
• The Skeptic Approval workflows & expense policy
• The Skeptic Reimbursement, travel allowances & VAT
• The Tax Adviser Receipt capture & expense claims
• The Tax Adviser Approval workflows & expense policy
• The Tax Adviser Reimbursement, travel allowances & VAT
• The Travelling Employee Receipt capture & expense claims
• The Travelling Employee Approval workflows & expense policy