---
title: "iPlicit"
slug: "iplicit"
description: "Streamline expense management with Capture Expense and Iplicit integration. Clear existing categories to avoid conflicts before syncing for smooth operations."
updated: 2026-08-20T08:38:01Z
published: 2026-08-20T08:38:01Z
canonical: "help.cintra.co.uk/iplicit"
---

> ## 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.

# iPlicit

Expenses integrates with Iplicit to streamline expense management. Before syncing, clear any existing categories that share names with Iplicit records to avoid conflicts.

## Integrating iPlicit with Expenses

> **Note**: You must be a system administrator to access this functionality.

### Preparing for record Sync / removing existing items in categories and tax records.

> [!WARNING]
> **Important**: We recommend you clear out categories before syncing with Iplicit. There could be potential issues if you sync and there are categories already in Expenses with the same name in Iplicit.

1. Before running a sync, remove any existing tax records and categories to avoid duplicates.
  - To remove tax records: go to **Setup > Tax Records** and use the delete icon on each record.
  - To remove categories: go to **Setup > Categories** and delete records individually, or go to **Actions > Export**, set the **Delete** column to **Y** for each record, save the file, and import it back.
2. Once cleared, click **Record Sync** in the right-hand action menu. This syncs your tax records, categories (products), people, and tags (cost centres, projects, and departments).
3. To sync individual areas in future, go to the relevant section (for example, **Setup > Tags**) and use the **Actions** dropdown.

### Connecting to Iplicit

1. Go to **Setup > Settings > Integration tab**.
2. Select Iplicit.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-1787213670966.png)

1. The Iplicit connection details are displayed.
2. Complete the **Domain**, **Username** and **API Key** fields.
  - Contact Iplicit if you need assistance with these details.
3. Once complete, click **Save** in the right-side action menu.
4. An additional field will be displayed for Legal Entity, complete with your details.
5. Click **Save**.

### **Setting up tags**

Tags must be associated with either expenses or people records before they appear in export reports.

#### *To assign a tag at the expense level:*

1. Go to **Setup > Tags**,
2. Edit the relevant tag (e.g. *Department*),
3. Enable **Allow edit by expense**.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-9B81C1T8.png)

1. Users will then be able to select that tag when creating an expense.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-1787214749377.png)

#### *To assign a tag at the people level:*

1. Go to **Setup > Tags**,
2. Edit the relevant tag
3. Leave **Allow edit by expense** unticked.
4. Go to **Setup > People.**
5. Select a user and click **Edit.**
6. Scroll down to the tag field, select a value from the dropdown, and click **Save**.

#### *To update tags in bulk*

1. Go to **Setup > People > Actions > Export**,
2. Update the **Tag Codes** column (comma-separated),
3. Save the file,
4. Import it back into Cintra Expense.

## Exporting into iPlicit

> **Note**: You must have a user type of Finance to access this functionality.

1. In the side menu, select **Accounting**.
2. You can filter the claims by date, credit card, amount etc.
3. Select the claim(s) to be exported.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(280).png)

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-KGNN7KL9.png)

1. If not already auto-populated, from the **Export Format** dropdown select the **Iplicit.**
2. Complete the date and reference, then press **Export**.
3. A popup box appears with **Cancel** or **Update**.
  - Updated transaction will be moved from Accounting into Expenses > Archive.
  - Cancelled transactions will remain in Accounting.

> [!NOTE]
> **Note**: The export may take a few moments as the transaction data, files, and receipts are being collated and sent across.

If an item fails to import into Iplicit, you can update the transaction in question and re-export. Iplicit will check to see if the transaction already exists, create new items if required, or update an existing item.