🚀 Getting Started with Circula
Everything you need to get started with Circula – from the basics to the initial setup.
By Marlene and 4 others5 authors36 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.
- Our Educational MaterialsAll materials, that you need for a successful start
- Invitation E-MailHow to activate your user account after receiving the invitation email.
- Circula Feature OverviewHere you can see all possibilities in Circula – from standard features to individual configuration options and optional add-ons.
- 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
- PDF-parsing supported formatsAll PDF-invoice formats our parsing engine currently supports.
- 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?
- 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 AdminGet started as an admin and set up your company step by step in Circula.2 articles
- 🧾 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