At a glance
Automatically created expenses with your Circula credit card must still be completed and submitted.
To make it even easier to keep track of your credit card transactions, Circula offers a convenient filter function.
With the Circula credit card from Pliant, available as a virtual or physical VISA cards, all transactions are automatically created in real-time as expenses in Circula.
If users upload a receipt directly in Pliant, it will automatically be forwarded to the corresponding expense in Circula. This means:
You don’t have to upload receipts twice or assign them manually, the process runs fully automatically in the background.
Creating an expense
Please note that an automatically created expense with your credit card must be completed by you and submitted with a further click.
Open the Circula app and navigate to the “Expenses” tab.
Under the “To-Dos” section, you will see all expenses that still need to be reviewed, completed, and submitted.
Expenses paid with the Pliant credit card are marked with the credit card symbol. When you click on one of these expenses, you will already see the following automatically recorded information:
Merchant
Date
Amount
Currency
Now add the missing details, for example:
Category
Project
Optional: Purpose
Once all required fields are filled out, you can submit the expense.
Filter by credit card expenses
To make it even easier to keep track of your credit card transactions, Circula offers a convenient filter function.
With just a few clicks, you can display all expenses made with the credit card.
Navigate to the “Expenses” tab.
Click on “Filter” in the upper right corner.
In the filter section, select “Credit Card” under “Payment Method”.
Click on “Apply Filter”. You will now see an overview of all credit card expenses.
Note
If Pliant expenses are not visible in Circula, please contact Pliant directly.
Pliant has the ability to resend missing transactions to Circula.Pliant expenses can only be assigned to a folder or a trip once the transaction has been fully confirmed by the bank.
It is not possible to delete a category as long as there are still pending Pliant expenses assigned to it.
Do you still have questions?
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