How do I connect Capture Expense to Cintra Cloud - Payroll?

Within Capture Expense, as an administrator, you can connect to Cintra Cloud- Payroll to sync users and line managers as well as reimburse people via payroll.

Note

If you need help, contact Cintra's Implementation team to help you get set up.

1. Navigate to the Choose Integration Type drop-down menu.
   Go to to Setup> Settings> Integration tab
   
2. Select Cintra from the drop-down list. The fields associated to Cintra Cloud - Payroll appear.
   
3. Ensure Active is selected.
4. Enter the integration type's Description. 
5. Enter the Client id.
6. Enter the Company/Integration id.
7. Add your Client Secret or API key.
8. Click the Save button. A message appears stating: Your integration settings have been updated.
   
9. Click the Record Sync button to your sync user records. You are now able to map a Cintra Cloud- Payroll payment header to a category.

To map payment headers to category records

1. Navigate to the Categories page.
   Go to to Setup> Overview> Expense Categories or Setup> Category
2. Select the relevant Category.
3. Navigate to the Cintra payment header drop-down list.
   
4. Select the relevant header. This allocates the payment in Cintra Cloud - Payroll to the correct header in Capture Expense.
5. Click the Save button.

Important!

If no payment header is selected, it is defaulted to the payment header Expenses, which must be created in Cintra Cloud - Payroll first.

To export expense claims to Cintra Cloud - Payroll

1. Navigate to the Claims tab.
   Go to Accounting > Claims tab
2. Select the claims to export. The Export button appears.
3. Click the Export button. The Export pane appears.
   
4. Select Export Format: Cintra Payroll.
5. Enter a Reference for the report.
6. Click the Export button. This creates a CSV file, which can then be imported into your next payroll run within Cintra Cloud - Payroll. This is useful if you wish to process any reimbursements.

To map a Cintra Cloud - Payroll record to a Capture Expense user

1. Navigate to the Peoples page.
   Go to to Setup> Overview> User Accounts or Setup> People
2. Select the relevant account record. 
3. Click Edit. The User Account details appear.
4. Navigate to the Payroll Code field.
5. Enter the relevant Payroll Code. Note: This can be be the Employee record code or ID.
6. Click the Save button. The Payroll Code is used in the Cintra Cloud - Payroll export report from the Accounting view, which is used to reimburse employees.

Note

You can also update the User Accounts' Payroll Code in bulk using the Import/Export report's Integration Payroll Code column. For more information about importing and exporting users, see How do I import users? or How do I export user?