Candis Cash flow planning Integration

Candis optimized uploader

Overview of your Cash position! By activating the optimized Candis Uploader in COMMITLY, your open items are simply transferred to Cash flow planning .

COMMITLY & Candis

Candis is your central place for all invoices in the cloud?

By uploading open items to COMMITLY, you immediately get an up-to-date overview of your company's entire Cash position ! COMMITLY simply stands for better liquidity management.

Candis Cash flow planning Integration

Open item monitoring

The outstanding payments are displayed in a clear list after the optimized transfer from Candis. Overdue invoices are automatically recognized and marked in red.

The status of the invoices is also displayed in colour and can be handled flexibly.

Open items list cash flow planning
cash flow plan

Automagically to the Cash flow plan

You don't have one yet Cash flow plan? COMMITLY transfers the transactions read by the bank into a best practice template for monitoring

Customise them to your liking and COMMITLY will do it for you.

The connection? Refreshingly unspectacular!

By activating the uploader, the open items from Candis can be easily imported into COMMITLY without further processing.

This automatically creates an easily readable open item list. In the list, different statuses can be assigned to the individual items - regardless of whether they are incoming or outgoing invoices. Colour highlighting supports the readability.

Of course, the open items are also taken into account in the liquidity planning! This gives you an immediate overview of your short-term liquidity development - accurate to the day!

  • Click on "Add-ons".
  • There you click on "Activate Candis".
  • In the menu OPEN ITEMS > Open Items List you can now import your open items from Candis by clicking on "Load Candis".

 

Cash flow planning made easy - All decisions firmly under control.

COMMITLY is your software tool for better cash flow management - developed by financial experts and entrepreneurs who know what is important when it comes to cash flow and Cash flow planning.

PRODUCT

All functions for your cash flow planning

Link your banks and all your relevant systems

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Up-to-date overview of the status of Cash position - right down to the category

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Cash flow planning and scenarios - simple and professional!

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Variance analyses, status overview, detailed developments

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Centralize the overview of open items

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All your companies, banks and bank accounts - at a glance

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Roles and permissions - approvals down to category level

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Get an introduction to COMMITLY - whenever you want and have time!

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