At a glance
Admins can assign individual names and creditor numbers to suppliers directly in the app with the suppliers feature.
In the exports, these expenses will be assigned to the supplier.
This function must first be activated by Circula.
What is the Suppliers Feature?
With the suppliers feature, admins can assign individual names and creditor numbers to suppliers directly in the app.
This allows users to assign their expenses directly to a supplier.
In the exports, these expenses are assigned to the corresponding supplier and not to the employee who made the payment with the Circula credit card.
Example:
A marketing manager books Google Ads for €10,000 per month and pays the costs with his Circula credit card. The expense is automatically created in the app and can be assigned directly to Google using the supplier function.
Note
This feature must first be activated by Circula. If you would like to use it, please contact us for the activation. This function can only be used with Circula credit cards.
Suppliers can only be assigned expenses that were made with the Circula credit card.
As an admin how do I add new suppliers in Circula?
Click on "Settings" and then on the "Suppliers" tab.
Suppliers in the web app
Click on the yellow plus. Here you can add the name and the creditor number of the supplier. Once you are done, click "Create".
Adding new suppliers
As a User how do I assign an expense to a supplier?
Click on "Expenses" and then the "To-Dos" tab.
Your drafts in the web app
Click on the expense, to which you would like to assign a supplier.
Choosing the draft
Click on the "Supplier (optional)" field, to choose a supplier. Then either click on “Save” to save the expense as a draft or “Submit” if you want to submit the expense directly.
Assigning a supplier to an expense
Do you still have questions?
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