Circula Expenses Connector to Dynamics 365 Business Central

Circula is the market leader in expense management and offers a comprehensive, award-winning platform for employee expenses for companies worldwide.

With Circula, you can:

• Digitize and automate finance processes
• Save you up to 80% of your time
• Establish compliance to GoBD, GDPR, EStG and WCAG 2.1.

Meet the Circula Expenses Connector by Finclair, a transformative solution for automating the integration between Circula and Business Central. Integrating expenses with ERP systems is no longer a challenge. With the Circula Expenses Connector, you can push expense management to a whole new level:

• Short time to value with a high-quality, secure connector
• Save even more time with automated data transfer
• Fully integrated in the Microsoft UI
• Compliant with the German law

With the Circula Expenses Connector, you can

• Instantly see the verified and approved data from the travel expense tracker in your Business Central, either on-premises or cloud version.
• Smoothly synchronize the expense data through the connector’s effortless performance and easy setup.
• Reduce manual interactions, minimize errors and missing data in the posting process.
• Schedule synchronization as per your preferences.

Benefit from flexible usage scenarios for automated posting

The Circula Expenses Connector setup allows 3 modes for the posting process in Business Central: completely automated, semi-automated, and manual. You can choose the most suitable one by considering your business workflows and preferences and using the tips below.

o Fully automated

Enable General Journal Auto Posting to automatically transfer Circula expenses to Business Central. The “hands-free” flow ensures instant travel expense integration without manual interaction.

Tip: It is best suited for confident users and flawless verification and approval processes.

o Semi-automated

Users can automate the import of data from Circula to Business Central. At the same time, users can opt for manual expense data processing including conversion of the received expense data into the Journal Lines with or without further autoposting. Thus, users can flexibly set up a balanced model between automation and manual control – for additional verification before posting. 90% of the process is automated allowing users to review the General Journal lines before posting them.

Tip: Beneficial for users new to the solution.

o Manual initiation

For step-by-step reviewing and additional control, users may choose to manually initiate the synchronization process.

Tip: Additional attention to details and overview.

Additional features:

• Safe operations fully compliant with financial regulations (such as GoBD).
• The connector imports into Business Central and processes only the fully approved expense and employee master data.
• Tailored solution for German tax laws: the connector seamlessly adheres to the customer’s specific VAT calculations setup.
• Automated validation process and error notification.
• Drill-down possibility in Business Central from transaction to the original document of the invoice receipt.

For assistance with the setup process, please contact Finclair.

Supported Editions:

This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.

Supported Countries:

Germany

Supported Languages:

This app is available in English.