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