That was easier than expected
"We started creating training materials for the staff, but it wasn't necessary at all."
Janine Helbig, Finance & Accounting Manager
The goal for the company
Simplify the processing of incoming invoices
Fully digitised incoming invoices
Export receipts and invoices directly to DATEV
The goal for Janine
Initially save receipts and forward them directly to the responsible department heads
The challenge
As an agile company, it was important for COYO to have the right software for every problem. The new invoicing software was to be introduced at the same time as DATEV Unternehmen-Online. The entire invoice management process, from receipt to posting, was to be paperless. For this reason, a cloud-based application with an interface to DATEV was a mandatory requirement.
"We are a fast-growing company. Employees should not have to deal with release folders and agreements for a long time. At the same time, it was important to create transparency about costs for the cost centre managers.
The result
With CANDIS, all locations now work together digitally. As part of the onboarding process, all suppliers were contacted and invoice management was completely digitalised. Since the introduction of CANDIS, the user interface is easy and intuitive for employees; not only the finance team, but also team leads and all other employees. CANDIS has also been able to help COYO with the onboarding of new staff. As the software is self-explanatory, COYO was able to significantly reduce queries from new employees.
Recommendation to all SMEs
CANDIS digitises and automates their invoice management. You save significantly more time in processes such as invoice approval and get an overview of your expenses and budget at a glance. The software is easy and intuitive to use by all employees.
Requirements
All invoices should be digital
Automated approval processes
Multi-level approvals
Success factors
Uniform, digital processing of all invoices across all locations
No more invoice stamps
Modernisation of all financial processe