At a glance
As a supervisor, you can view and approve expenses submitted by your assigned employees.
You can add a rejection reason for rejected expenses.
Users with the role of supervisor get to approve or reject expenses of employees within their expense groups.
Note
Users who only have the supervisor role can find their employees' expenses in the “To-dos” tab under “Approve & Control”.
Users who have both the supervisor and accountant role can find their employees' expenses in the “Pending Approval” tab under “Approve & Control”.
The structure of an expense
To view the details of an expense, simply click on the expense. You will find the following information in the detailed view:
Expense
History
Action bar
Detailed view of an expense in the tab "Pending Approval" under "Approve & Control"
1. Expense
Here you will find all the data entered by the submitting employees, as well as additional input fields for details that are relevant for the booking process.
2. History
Shows the timeline of an expense.
History of an expense
3. Action bar
Here you can either approve or reject the expense.
Action bar of the expense
How do I process an expense as a supervisor?
Navigate to the tab "Pending approval" (if you have the roles of accountant and supervisor) or "To-dos" (if you only have the role of the supervisor) under the menu item "Approve & Control".
Expenses that need to be processed
Click on the expense, that you would like to process.
Choosing the expense
You are now in the detailed view of the expense. Here, you can either approve the issue by clicking on the green check mark or reject it by clicking on the red X. Once you reject the expense, you can add a rejection reason.
Approving or rejecting the expense
If you approve the expense, it can be further processed on Circula by the accountants. If you reject the expense, it will be sent back to the user for correction.
Do you still have questions?
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✉️ support@circula.com