At a glance
Trips allow you to submit all expenses related to a trip together.
Trips can be submitted via both the web app and the mobile app.
Trips allow you to calculate the per diems automatically.
Expenses submitted in a trip can be deleted as long as the trip has not yet been approved or controlled.
General Information
Trips offer the option of submitting all related expenses collectively. This feature allows you to have your per diems or additional meal expenses calculated automatically. Your accounting department decides whether the calculated allowance will ultimately be paid out, depending on the company-specific travel expense guidelines.
An expense that has been added in connection with a trip is initially only saved. It is only submitted when the entire trip is submitted for approval. When the trip is submitted, all associated saved expenses are automatically submitted as well.
Submitting a trip in the web app
Navigate to your “To-Do's” under “Expenses” and click the plus sign.
Choose the option "Add trip".
Enter all the details of the trip on the left-hand side. You can add multiple destinations and also divide the trip into projects. You also have the option to specify whether the trip falls under the 3-month rule.
On the right-hand side, select the items to be deducted from your per diems. Based on the information provided, your total per diem rate for the trip in question will be calculated automatically.
The trip can then be created by clicking on “Create trip”.
Once your trip has been created, you can add expenses or mileages to the trip by clicking on “Add expense”.
Once all expenses and/or mileages (if applicable) have been added to the trip, you can submit the trip by clicking “Submit”. Once the trip has been created, you can find it in your “To-Do's”.
Tip
You can find a detailed calculation of the per diems under “View calculation”.
Note
You can find more information about submitting expenses and mileages here.
Submitting a trip in the mobile app
Open your Circula app and tap the plus sign.
Select the “Trip” option from the options displayed.
In the following steps, fill in the information about the trip and click on the arrow. If you traveled to multiple destinations, use the “Multi city” option.
In the next steps, select the project and cost center. Now you can name and create the trip.
The trip is now in your to-do list.
By tapping on the plus sign, you can add expenses or mileages to the trip.
Tap “Submit trip” after you have filled in all the details.
Circula will now calculate your per diems. To do this, tap “OK” on the notification displayed, fill in the details of your daily allowances on the next screen, and tap “Submit trip”
Tip
You can assign previously created expenses and mileages to a trip by tapping on the expense or mileage and then selecting “Move to”.
Do you still have questions?
💬 Chat Support
📞 +49 30 588 491 01
✉️ support@circula.com