How do I integrate Capture Expense with Iplicit?

Modified on Tue, 10 Dec at 3:05 PM

Important: You must be a system administrator to access this functionality.

Please note: We recommend to clear out categories before syncing with Iplicit. There could be potential issues if you sync and there are categories already in Capture Expense that have the same name in Iplicit.

Capture Expense integrates with Iplicit to provide a simple way to manage expenses.

To connect to Iplicit

Go to Setup> Settings> Integration tab
Navigate to the Choose Integration Type.
Select Iplicit from the dropdown menu
The Iplicit connection details are displayed.

Complete the Domain, Username and API Key fields. Please contact Iplicit if you need assistance with these details.

Once complete, press Save in the right-side action menu.

An additional field will be displayed for Legal Entity - complete with your details. Save

Note: Preparation for the Record Sync remove existing items in Categories and Tax Records.

Go to Setup>Tax Records and use the dustbin icon at the right of the screen to remove records

Setup>Categories can be completed as above, or by using the Actions>Export and updating the spreadsheet - column Delete (Y/N) with a Y, Save and Import back into Categories.

Press Record Sync in the right side action menu.

This will sync your Tax Records, Categories (Products), People and Tags: Cost Centre, Projects and Departments.

Note: you can go into each area, e.g. Setup>Tags, and use the Actions dropdown to run individual area syncs if future updates are required.

Additional Set up is Required for Tags:

You will need to associate the Tags to an Expense or to the People records in order for the data to be pulled out in the final export report.

To put a Tag on an Expense:

Go to Setup>Tags. Edit a Tag, e.g. Department, and tick in Allow Edit by Expense

This will allow users to select a Tag, e.g. Department, when they create an Expense.

To put a Tag on the People record:

Go to Setup>Tags. Edit a Tag, e.g. Department, and leave the box Allow Edit by Expense unticked.

Go to Setup>People Select a User and Edit the record. Scroll down the screen to, e.g. Department, and select from the dropdown. Save

This can also be actioned by using Setup>People>Actions dropdown>Export and updating the spreadsheet - column Tag Codes (Comma separated), Save and Import back into People.