⚙️ Set Up Your Company
Set up your company in Circula as an admin and configure key settings such as employees, roles, and policies.
By Marlene and 3 others4 authors13 articles
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?