SMB PLATFORM FUNCTIONALITY
Bill Pay
- Positive Pay check payments with full remittance detail
- ACH bill/expense payments, including consolidated payments
- Mark bills/expenses as paid outside of Circulus, including QuickBooks checks
- Manage, search and apply vendor credits
- View check images and remittance details
- Complimentary Circulus bill/expense inbox account
- Bill data entry services for $0.99/bill (*per bill, maximum of 5 line items when itemization is requested)
- Unlimited image and support file hosting
- Bill/expense line item entry by product or account
- Billable and taxable bill/expense line item options
- Add bill/expense comments and support documents
- Assign recurring bill events and frequency
- Advanced bill/expense search capabilities
QuickBooks
- QuickBooks integration included in all subscription tiers
- Integrates with QuickBooks Online and QuickBooks Desktop (for Windows)
- Daily and on-demand account synchronization options
- Detailed account sync logs
- Flexible conflict handling and synchronization options
- Sync vendor, bill, expense, payment, class, customer, item, payment terms, location, and account data
- Sync data lookup tables from QuickBooks account
Workflow
- Intuitive dashboard
- Account setup wizard
- Editable review, approval and payment workflow
- Editable account notification settings
- Document change audit logs
- 7 user profile settings
- Payment lead time settings
- Add and edit vendors and vendor settings
Mobile App
- Review, approve and pay bills
- Take bill/expense photos directly from your device
- Send bill images to Circulus for data entry
- Upload bill/expense images from device image library
- Access your bill activity calendar
- Add bill/expense comments and notes
Support
- Complimentary toll-free support
- Live chat support
- Email support
- Robust Knowledge Center & how-to videos
Reporting
- Export, email & print reports
- Bill, payment, and uncashed check reports
- Vendor balance reports
- Aging reports
Security
- Norton Secured SSL
- FDIC insured bill payments
- Positive Pay
- SOC 1 TYPE II
