🚀 Getting Started with Circula
Everything you need to get started with Circula – from the basics to the initial setup.
By Manuel and 4 others5 authors32 articles
đź‘‹ Overview & Basics
The key fundamentals and an overview of Circula’s core features.
Circula explainedAn overview of how to process expenses using Circula.
Invitation E-MailHow to activate your user account after receiving the invitation email.
Language SettingsHow to set the language in Circula
Enable and disable notificationsLearn how to enable and disable notifications in the Web App.
StorageStore receipts and digital invoices to submit them later
OCR (Optical Character Recognition)Scanning receipts automatically using the OCR Feature
Supported Software Versions for iOS and AndroidFind out if your Smartphone supports the latest Circula App features
The Circula Referral ProgramAll you need to know about our referral program
Accessible reimbursement of travel expensesHow does Circula implement digital accessibility?
Our Educational MaterialsAll materials, that you need for a successful start
Contact usHave questions? Get in touch with someone from Circula.
Account cancellationHow to cancel your Circula subscription
Data protectionHow Circula ensures your data is safe.
⚙️ Set Up Your Company
Set up your company in Circula as an admin and configure key settings such as employees, roles, and policies.
CategoriesCreate and edit expense categories in the web app.
Managing company settingsManage company information and payment information in the web app.
Cost UnitsManaging and using cost units in the web app.
Cost centersManaging and using cost centers in the web app.
User rolesSubmitter, accountant, supervisor and admins: an overview of the different user roles in Circula.
Inviting usersHow to add new users and manage existing ones.
Groups and user rolesCreate groups in the web app. Assign users to groups and define their roles.
Approval Flows by ProjectsAll you need to know about the approval flow by project feature.
Expense PoliciesHow to set expense policies
Setup for multiple entitiesHow to set-up Circula when you have multiple legal entities.
Suppliers FeatureEverything you need to know about the suppliers (external creditors) feature.
Invoices FAQWhat you need to know about your invoices.
Document Management System (DMS)How does the correct storage of receipts work?
🧠Get Started by Role
Start based on your role and follow the key steps for a successful introduction to Circula.
🧾 Get Started as an AccountantGet started as an accountant and learn how to review, edit, and export expenses.2 articles
âś… Get Started as a SupervisorGet started as a supervisor and learn how to review, approve, and comment on expenses.1 article
👤 Get Started as an User (employee)Get started as an user and learn how to submit expenses and stay on top of them.2 articles
🤝 For Tax AdvisorsLearn how to use Circula as a tax advisor and collaborate with your clients.1 article