As an accountant, you have the option to easily export your monthly benefits reports yourself via our web app. This feature allows you to manage your benefits payroll independently, flexibly, and centrally in one place.
❗️Keep in mind: Your benefits reports will be available for export in the app between the 5th and 15th of the following month for your payroll department.
From now on, under the "Reports" tab, you will find the benefit reports you need for your monthly payroll. If you also use our Expenses solution in addition to our Employee Benefits, you will see this view:
Now if you want to download your benefit reports:
In the Circula Web App, go to "Reports".
If your company also uses Expenses, select the correct tab "Benefits Reports".
Export the monthly report by clicking "Export" on the right side of the desired month.
Now select the format you need for your payroll and you're done!
The benefits report will now appear in your downloads ready for your payroll.
❗️Note: To download the file, the user role "Accountant outside groups" must be activated. You can set this up in "User Management" under "Expense groups" > "Users outside groups" by storing the user there as "Accountant".
❗️Important: If you chose the payroll format for your export and you receive an error message, this may be because one or more personnel numbers are missing. In this case, please check under the "User Management" tab whether a valid personnel number has been stored for all employees. If this is not the case, please add it.
Do you still have questions?
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