At a glance
Categories enable faster controlling and a simpler audit process.
Categories can only be created and edited by admins.
Categories cannot be deleted.
What are categories?
When creating an expense, users are asked to select a category. Categories enable faster controlling and a simpler audit process.
New categories can be created by users with admin roles in the “Categories” tab under “Settings” in the web app. Each category can be assigned to a unique booking code, leading to a better classification of expenses.
Circula provides you with 14 standard categories.
Standard categories
How can I add a category?
Navigate to “Settings” and then to the “Categories” tab. Click on the plus sign in the lower right corner.
Categories in the web app
Add the name of the category and a booking code (optional) and select the default VAT rate. Then click “Create.”
Creating a new category
How can I edit categories?
Navigate to “Settings” and then to the “Categories” tab. Click on the line of the category you want to edit.
Editing categories in the web app
After editing the category, click “Save”.
Saving an edited category
Note
The names of the standard categories cannot be changed.
How can I deactivate a category?
Navigate to “Settings” and then to the “Categories” tab. Click on the three dots in the row of the category you want to deactivate.
Deactivating a category
Click on "Deactivate".
Deactivating a category
You can find the deactivated categories in the “Inactive” tab under “Categories”.
Inactive categories
Note
Standard categories cannot be deactivated by admins. Only categories created by admins can be deactivated.
Once a category has been deactivated, it can no longer be edited, but it can be reactivated.
How do I reactivate an inactive category?
Navigate to “Settings” and then to the ‘Categories’ tab. Click on the “Inactive” tab.
Inactive categories
Click on the three dots in the row of the category you want to reactivate and then click on “Activate.”
Reactivating categories
You can find the reactivated categories in the “Active” tab under “Categories.”
Active categories
The Hospitality (Meal) category
If the hospitality category (meal) is selected, users are asked to specify attendees. They are also asked whether the hospitality is for internal or external attendees.
To distinguish between internal and external attendees, two different booking codes for the hospitality category can be stored in the web app.
Details of internal or external hospitality can be edited retrospectively by the accountants during controlling.
Do you still have questions?
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