In the income tax certificate, it is mandatory to indicate the meal allowances collectively. With our new export, it is now possible to pass this information on to the payroll department.

❗️Important❗️

This feature is only part of the Professional Plan. If your company is on the Basic Plan, you will be required to upgrade to start using this feature. Information regarding our pricing plans can be found here.

In order to set up the Payroll Export, you have to click on the “Payroll” sub-tab in the settings.

You will then be asked

Additional information on the employee number: While creating a new employee, the employee numbers can also be logged by the admin in the user management.

Accountants can now export data from Circula directly to payroll.

These types of expenses are provided for the export for payroll accounting, e.g.:

In order to export the relevant data, the approval and review process are completed as per usual. The following subsections appear on the top of the “Approve & Control” section:

Before the data for payroll accounting can be exported, they must first be exported in the FiBu Export tab! Only when the export in the FiBu section is completed, the checked expenses are ready for export in the LoBu export.

The expenses relevant for payroll accounting that were saved by users without employee numbers are displayed in the "Missing employee number" subsection:

All expenses ready for export are recorded in the “Ready to export” section and can either be downloaded or exported directly to DATEV. Here, the declaration of the right month is important:

In the reports section, the respective reports can now be viewed depending on the category: