Circula Compass Learning Platform
Circula Compass brings together everything you need to master Expense Management, Credit Cards, and Benefits: practical how-to guides, best practices, and comprehensive product knowledge in one digital learning space.
From travel expenses to out-of-pocket expenses: Here you'll find all the information you need about expense management
Everything you need to know about managing your credit cards.
Here you'll find explanations of every benefit, from mobility budgets to meal allowances.
Detailed step-by-step instructions: Find an answer to every question
Documentation on various themes.Discover the highlights now.
AI at Circula: Intelligent detection and support for expense management
Learn how Circula uses intelligent detection and prediction mechanisms to process receipts, identify unreadable content and transaction receipts, and support more efficient financial processes.
Automation & Integrations: Efficient financial processes through system connections
Discover how Circula integrates seamlessly into your existing system landscape and significantly reduces manual steps in your financial processes through automated workflows.
CO₂ Reporting: Transparency on emissions from business travel
With Circula’s CO₂ report, you can capture and analyse CO₂ emissions from business travel based on your existing travel data, creating a foundation for internal analysis and reporting.
Discover our● Circula onboarding manuals.
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Common Questions
1. What is Circula used for?
Circula enables companies to manage expenses, corporate credit cards, and employee benefits in one central platform. It supports compliant expense processing, transparent approval workflows, and automated accounting exports.
2. Which roles exist in Circula and what can they do?
Circula differentiates between roles such as Admins, Users, Supervisors, and Accountants. Each role has specific actions — from submitting expenses to managing policies, reviewing expenses, and exporting data.
More info here: https://help.circula.com/en/articles/279547-user-roles
3. How do I submit an expense?
Users can easily submit receipts via the web or mobile app. The integrated AI automatically extracts most relevant data from the receipt image and pre-fills the corresponding fields. Any missing information can be added before the expense is submitted for approval and review according to the company’s internal workflow.
More info here: https://help.circula.com/en/articles/279535-submitting-expenses-and-mileages
4. How do corporate credit card transactions work?
If you use a Circula credit card, transactions are automatically imported into your account. You only need to upload the receipt and complete the required fields before submitting.
5. What happens after I submit an expense?
The expense enters the predefined approval workflow. You can track its status (e.g., submitted, approved, rejected, reimbursed) directly in the “Submitted” tab. Finally, the expenses are exported by your accounting department and reimbursed outside of Circula.
6. What should I do if my expense was rejected?
Check the rejection comment in Circula. You can edit the expense and resubmit it if adjustments are required.
7. Why don’t I see all benefits that Circula offers?
The benefits available to you are determined by your employer and configured in Circula by your admins.
8. How do I approve or reject expenses?
Supervisors receive notifications for pending approvals. Expenses can be reviewed in detail and either approved or rejected with a comment.
More info here: https://help.circula.com/en/articles/279597-approving-expenses
9. Can I see policy violations during approval?
If expense policies are configured, potential deviations may be highlighted. These serve as guidance during the review process, while the final decision remains with the supervisor.
10. How do exports work?
Approved expenses and benefits can be exported in formats compatible with common accounting systems. Depending on configuration, exports can include cost centers, categories, and other relevant booking information.
More info here: https://help.circula.com/en/collections/653386-the-expense-export
11. How does Circula support financial audit compliance?
Receipts are stored digitally and linked to each expense. The structured workflow and documentation support traceability and compliance requirements.
12. Can I reverse an expense after it’s been approved and controlled?
If an expense has not yet been exported and requires further review, it can be reverted. Once the expense has been exported, no further changes can be made in Circula.
13. Can approval workflows be customized?
Yes. Approval flows can be configured.
14. How do I set up expense policies?
Admins can define rules such as limits or allowed categories. These policies help standardize expense handling and improve compliance.
More info here: https://help.circula.com/en/articles/279519-expense-policies
15. How do integrations (e.g., HR or accounting tools) work?
Integrations allow data synchronization between Circula and other systems (e.g., HR tools or accounting software). This reduces manual data entry and improves consistency.
More info here: https://help.circula.com/en/collections/653387-integrations
16. How can I manage user roles and expense groups?
Admins can manage user roles in the “User Management” section under “Users.” Expense groups can be created and edited in the “Expense Groups” tab within “User Management.” These expense groups can also be assigned to specific cost centers.
More info here: https://help.circula.com/en/articles/279530-groups-and-user-roles
17. How are employee benefits managed?
Admins can set up and allocate benefits in line with company policy. The Benefit Groups structure ensures that the appropriate benefits are assigned to the relevant employees.
Employees can then access and use these benefits in accordance with the defined rules.
More info here: https://help.circula.com/en/collections/653396-circula-benefits-for-admins