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