At a glance
By creating cost units, companies can flexibly represent part of their financial structure in Circula.
Cost units can be added and edited by Admins.
With cost units, companies can flexibly represent their financial structure in Circula. Cost units can be created, edited, and deactivated in the settings.
How do I create a new cost unit?
In the Web App, click on the menu item “Settings” and then on the tab “Cost units”.
Click on the plus icon to add a new cost unit.
Enter the name of the cost unit and the cost unit number, then click “Create”.
The new cost unit is added to the “Cost units” tab.
How do I edit a cost unit?
In the Web App, click on the menu item “Settings” and then on the tab “Cost units”.
Click on the row of the cost unit you would like to edit.
After editing the name or number of the cost unit, click “Save”.
How do I deactivate a cost unit?
Note
Cost units cannot be deleted, only deactivated.
In the Web App, click on the menu item “Settings” and then on the tab “Cost units”.
Click on the three dots in the row of the cost unit you would like to deactivate.
Click “Deactivate”.
You can find the deactivated cost unit under the “Inactive” tab.
Tip
Deactivated cost centers can be reactivated at any time by clicking on the three dots in the respective row of the deactivated cost center and then clicking “Activate”.
Using cost units
As soon as at least one cost unit is active, users submitting expenses will be asked which project the expense should be assigned to. In the list of cost units, which are displayed to users as “projects”, there is also the option to select “No project”.
If required, accountants can change the selected cost unit after submission. To do this, they can find a drop-down element in the expense details, which displays all active cost units for selection when clicked.
Do you still have questions?
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