š¶ Expenses & Travel Expenses
Learn how to capture, submit, and keep track of expenses and travel expenses at any time.
By Ćzge and 3 others4 authors48 articles
āļø Expense Basics
Get an overview of what expenses are and how they are captured and processed in Circula.
Types of expensesTrips, folders, regular expenses, mileages: see which types of expenses can be submitted using Circula.
Mileage calculationHow Circula automatically calculates mileage expenses.
Per diem calculationHow Circula automatically calculates per diems.
Daily TripsEverything you need to know about daily trips.
Return After Midnight (Midnight Rule)Automatic detection and calculation of the Midnight Rule in Circula
Federal Travel Expenses ActBasic information regarding the Federal Travel Expenses Act and Circula.
Currency conversionCircula currency conversion method explained.
Working meals (Sachbezug)Taxation of meals by the employer.
Assistant modeManaging assistants and submitting as an assistant.
The CSV Report for UsersHow to download your submitted expenses as a CSV report.
The COā reportFind out how you can track the carbon footprint of expenses and mileages in Circula.
Capturing receiptsHow to use the Circula receipt scanner
Tax-Export for the private annual tax declaration
Unreadable Receipt DetectionAll you need to know about the unreadable receipt detection
Sample InvoiceSample Invoices for your trial phase.
Transaction Receipt DetectionAll you need to know about the transaction receipt detection
The Three-Month RuleWhat is the three-month rule and how is it triggered?
š§¾ Submit Expenses
Learn how to create expenses, upload receipts, and submit them correctly.
Submitting expenses and mileagesHow to submit your expenses and mileages using the mobile and/or the web app.
Submitting foldersWhat are folders and how to create them.
Submitting digital invoicesHow to manage and store your digital invoices in Circula.
Managing physical receiptsHow to upload a receipt from your phone
Marking reimbursable expensesMark expenses as reimbursable, and how to find whether an expense is reimbursable.
āļø Submit Travel Expenses
Learn how to create travel expenses, add receipts, and submit them correctly.
Submitting tripsWhat are trips and how to create them.
Submitting daily tripsEverything you need to know about creating and submitting day trips
ā Approve & Control
Learn how expenses are approved, controleld or rejected.
Approving expensesHow supervisors approve expenses in the web app.
Approving expenses in the mobile appHow supervisors approve expenses in the mobile app
Deleting ExpensesHow expenses can be deleted while you are editing them.
Approval and control of foldersHow supervisors and accountants can approve and review expenses within a folder.
Approval and control of tripsHow supervisors and accountants can approve and review per diems and expenses within a trip.
Duplicate detectionHow Circula detects and flags duplicate expenses and trips
Approval and Control of daily tripsEverything you need to know about approving and controlling daily trips.
Controlling expensesHow accountants control expenses in the web app.
š Status & Tracking
Keep track of your expense status and see what happens after submission.
Expense statuses for submittersGet to know the different expense statuses for submitters.
Expense statuses for supervisors and accountantsGet to know the different expense statuses for supervisors and accountants.
š¤ Export Expenses
Learn how to export expenses and use the data for your accounting.
Exporting expensesHow to create and export expense reports in different formats.
Mass ExportEverything you need to know about the mass export feature.
Creating a tax export for employeesHow you can create a tax export for employees as an admin.