Folders allow you to group relevant expenses and mileages and submit them all at once. Folders can be submitted from the web app and the mobile app.
Using the web app
Creating and renaming a folder
To create a folder on the Circula web app, go to Your Expenses section:
In To-Dos, click on the yellow plus button, and select "Add folder"
Once the folder is created, it appears in the To-Dos section. You can now add expenses and mileages to it.
By default, the name of a folder is New folder. To edit a folder's name, click on "Edit name".
Edit folder's name by clicking on "Edit name" then "Save"
Adding expenses to a folder and submitting
To add relevant expenses and mileages to a folder:
Click on the folder to open the detailed view
Click on "Add expense" to add an expense or a mileage. The process is same as for regular expenses and mileages.
Once you've added all items to the folder, press "Submit".
Enter the folder details and start adding expenses by clicking on "Add expenses" to complete the process
Using the mobile app
Creating and renaming a folder
To create a folder on the Circula mobile app, tap the yellow plus button:
Select “Add folder”
Once the folder is created, it appears in the To-Dos section. You can now add expenses and mileages to it.
By default, the name of a folder is New folder. To edit a folder’s name, click on the pen icon.
To edit a folder’s name, click on the Folder, then the “pen icon”, and then “Save”.
Adding expenses to a folder and submitting
To add relevant expenses and mileages to a folder:
Click on the folder
Click on the purple plus button to add an expense or a mileage. The process is the same as for regular expenses and mileages.
Once you've added all items to the folder, press "Submit Folder".
Click on the plus button to submit a new expense in a Folder.
Note:
As trips have the same structure as folders, a trip cannot be moved to a folder. The same applies vice versa, you cannot move a folder into a trip. Only individual expenses can be moved to a folder or a trip.
Do you still have questions?
💬 Chat Support
📞 +49 30 588 491 01
✉️ support@circula.com