Video: How Circula works.
Expenses submitted through Circula follow a 4-step process:
Users with the role of a Supervisor are responsible for approving expenses. Expenses that need approval can be found:
In the To-Dos section for users with the role of Supervisor.
In the Pending Approval section for users with the role of Supervisor and Accountant.
Users with the role of an Accountant are responsible for controlling expenses. Expenses that need controlling can be found:
In the To-Dos section for users with the role of Accountant.
In the Pending Controlling section for users with the role of Supervisor and Accountant.
📝 Note: The order in which an expense is approved and controlled does not matter, that is, an expense can either be approved first and then controlled, or controlled first and then approved.
Once expenses have been approved and controlled, they are ready to be exported. For a detailed explanation of the export process, please see our article explaining how to create expense reports.
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