Pliant cards

For more information on integrating Capture Expense with Pliant, see Setting up integrations.

Once setup, the Pliant account can be viewed in Banking, below the Action menu on the right-side.

Viewing Pliant information

If you have finance permissions:

• From the Banking > Transactions tab, you can see the total spend of all unapproved transactions for each card holder.

• Expand any row to see individual transaction and the status:

  • Incomplete: the transaction is still in the cardholder’s Expenses > Drafts

  • Submitted: the transaction is in the approval process.

• Transactions will appear as soon as the card is used.

• The Banking > Complete tab is displays all claims that have been fully approved.

Additional functions

These are available from the menu on the right.

• Reminder: You can select an individual card holder or all card holders and use the Send Reminder button in the right side actions menu to send notifications to remind card holders to submit their card expenses.

• Export: provides you with the option to export the transaction data.

• Assign: this option appears in the right-side action menu when you select a card holder and can be used to assign a user to a card. Press the Assign button and a list of all users will appear. Use the +Add option to allocate the card.

• Delete Transaction: this option appears in the right-side action menu when you select a card holder and can be used to delete selected transactions.

Allocating cards to users.

With Admin permissions:

1. Go to Setup > People.

2. Select a user who is to be allocated a card.

3. Press the Card button in the right-side menu.

4. In the window that appears, from the Pliant Card drop-down, select the correct card.

5. Click Save.

The user’s People record will now display a card icon to the right of their name. This action will trigger a new menu item to appear for the user Receipts.

Plaint card for users

Pliant card transactions will instantly appear in your Expenses > Drafts. When you upload the receipt, it will automatically match to the transaction.

If it does not match:

1. Select the transaction and press Edit from the menu on the right

2. Click in the Receipts inbox on the left of the claim form.

3. Select the receipt, then click Save.

If you have raise a claim with your own cash, see Raising draft expense claims.