With the semi-automated uploader, open items from CANDIS or DATEV can be imported into COMMITLY easily, without tedious file adjustments or field mapping.
Export the open items (receivables and/or payables) from CANDIS or DATEV.
Import the CSV file into COMMITLY using the respective uploader (CANDIS CSV Uploader or DATEV CSV Uploader).
COMMITLY automatically (or manually via “Matching”) searches for payments that can be matched with the open items.
Suggested payment / open item combinations can be marked as paid, and the forecast is updated accordingly.
Benefits:
No manual file adjustments or field mapping needed
Clear list of outstanding payments in COMMITLY
Overdue open items are automatically highlighted in red
Color-coded status of the open items for a quick overview