---
title: "Pliant cards"
slug: "pliant-cards"
updated: 2026-07-07T09:05:43Z
published: 2026-07-07T09:05:43Z
canonical: "help.cintra.co.uk/pliant-cards"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Pliant cards

### What is Pliant?

Pliant is a provider of modern corporate credit cards that links directly into Capture Expense. [What is Pliant? | Pliant Help Center](https://help.getpliant.com/en/articles/6090549-what-is-pliant)

For further help on using Pliant, [visit their help centre](https://help.getpliant.com/en/) or [read their FAQs](https://www.getpliant.com/en/faq).

### Integrate Capture Expense with Pliant

For more information on integrating Capture Expense with Pliant, see [Setting up integrations](/capture-expense/docs/introduction-to-integration). It is also possible to set up Pliant integration directly from Pliant.

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

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(325).png)

### View 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.

### ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(327).png)Additional functions

These are available from the menu on the right.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(329).png)

- **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.

### Allocate 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**.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(330).png)

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.

### Un-allocate a card from users

1. Go to **Setup > People.**
2. Select the user who wish to remove the card from.
3. Click **Card** in the action menu on the right side.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-LDUKE3CQ.png)

1. Press **Edit** beside the card you want to remove.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-0IZDAE5F.png)

1. From the **Pliant Card** drop-down, select “New Card”.
2. Add a dummy card number (e.g. 0000) and card name (e.g. “Wrong card”).
3. Save.

This will un-allocate the card and put it back in the drop down list for you to allocate to the correct user.

### Pliant 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**.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(331).png)

If you have raise a claim with your own cash, see [Raising draft expense claims](/capture-expense/docs/raising-expenses).