Changelog
Follow up on the latest improvements and updates.
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If your company uses
Expenses
to manage your employees' expenses, you no longer need to type them in by hand in Clay. Now you can connect both platforms: each expense report approved and closed
in Indecomes to Clay as a Resign
, with your expenses already classified and ready to reconcile.
## What does the integration do?
- Bring the reports automatically:Clay reads Returns once a day, and you can also bring them in on the spot with theSynchronizebutton.
- Classify each expense:bills, fee slips, receipts and invoices are included as obligations of the type you define (for example, Fuel → Vehicle Expenses).
- Do not duplicate documents:if an expense rendered is an invoice that is already in Clay, it is linked to the surrender instead of creating a new obligation.
- Facilitates reimbursement:Clay creates aReturn Fundin the name of the collaborator. If you transfer him to his RUT, Clay suggests the match automatically. You can also pay several funds together on a payroll.
## How do I activate it?
The configuration is done only once:
- In Cost Reports, an administrator enters theAPIsection, activates theActivate APIoption and requests the token by email.
- In Clay, go toConfiguration and Settings > External Connectionsand, in theExpenses and Renditionssection, clickAdd Expenditure Connection. Paste the token and clickValidat.
- Associate the Yield categorieswith your types of obligations in Clay. Several come with aSuggestedoption for you to just review.
- Check your collaborators:Clay shows you who have an empty or invalid RUT, so you can correct it in Rindestos.
Ready! The connection remains active and from there you can see the last reading, the collaborators with a valid RUT and the linked categories.
## Keep in mind
- Available for companies with Corporate or EnterprisePerformance Plans (those that include APIs).
- Only approved and closedreports are brought in; those that are under review or were returned are not imported.
- There are no expenses for employees with an invalid or empty RUT.
- We recommend not configuring funds in Expenditure Reports(leaving the reports without a background) for the integration to work properly.
- To close the flow, always reconcile the Payable Fundinto Obligation Payable; the Surrender into Receivable Obligation will be automatically reconciled.
📖 Review the full step by step, with an example of a refund, in our Centro de Ayuda.
improved
What's new in Clay
You can now identify forced seating
Before, when you used “Force Accountably Correct” on an obligation, it wasn't clear who did it or when. Now forced seats are easily distinguishable and you can filter them out:
- In the detail:the label “Forced” appears next to “Accounted”, and at the bottom you see “Accounting Force by [name] DD/MM/YYYY”. If that person is no longer in your organization, you see their email.
- In the list:the forced obligations seat icon is seen in amber, and when you hover your cursor you see who forced it and when.
- In the “Accountably Ready” filter :there is a new “Forced” option to view only those obligations.
If you use
“Re-do Accountably Correct”
, the brand disappears and the obligation returns to its original state.
Learn more about Accountably Correct in our Centro de Ayuda.
Compensation Auditor
Before, to validate the liquidations of a month, you had to start the analysis each time, and the result was not saved.
Now you have the
Tax Management Remuneration Auditor:
each analysis is saved with who did it and when, and when you return to the period you see it without running it again, with the payroll totals and the pension indicators used. You can mark each finding as revised or corrected, and download the result to Excel.If you used the “Validate Settlements” button in the Compensation Book, the validation is now on this new page. To analyze a month, the previous month must be closed. If you mark an error as corrected and a new analysis finds it again, it appears as pending again, so it doesn't happen to you.
Check out how to use it in our Centro de Ayuda.
improved
Fixed asset news
Frequency of monetary correction
By default, Clay
calculates the monetary correction once a year
(SII standard) and suggests the seat in December. The book indicates this with the badge “Monetary Correction: Annual (SII standard)”. If you correct every month, check “I correct every month” in Fixed Asset → Configure categories. If you already have correction entries, the option is locked until you delete them. The Factor column now shows the cumulative SII factor for the year.
Cap per invoice
Assets created from the same invoice can no longer amount to more than their net amount. The control applies when creating, editing, importing and by API.
Imported balance
The form and the import now ask for the “net book value at the close of the previous period”, and Clay calculates the gross.
This way, the depreciation is no longer deducted twice
. The Excel template may show the old name for a while.Financial View
We removed the “Updated” columns from the table and from Excel, because they don't apply to financial assets. Tax views don't change.
Learn more in our Centro de Ayuda.
improved
Clay updates: TGR and SII
Connecting to TGR: we let you know when the RUT or the code doesn't work
If the RUT saved in your connection to the Treasury was incomplete (for example, without a verifying digit), the connection was retrying without you knowing. Now the connection appears invalid with the message “Revoked access due to a bad user or password”, so that you can reconnect it to the correct RUT.
In addition, if your password started with a space or a tab, the entry failed without warning. Now those characters clean themselves before entering.
Learn more in our Centro de Ayuda.
Connection to the SII: we notify you when a permission is missing
If the SII user you connected is not authorized for your company on the Electronic Billing Portal, your connection could previously be viewed up to date even if no XML was downloaded. Now the connection is invalid for a reason, so you know that you have to give that permission on the SII portal and reconnect.
If your connection was up to date and is now invalid, check that permission: nothing was being downloaded.
You can obtain the original XML from an invoice or other electronic tax document (DTE), the same one that the issuer sent to the SII.
How it works
- You indicate the company and the documents you need, up to 50 per consultation.
- For each document you receive a download link.
- Open the link and download the file. You don't need to re-identify yourself, because the link already has its own authorization.
- Links last up to 1 hour. If it expires, you order a new one.
- If a document doesn't have XML, doesn't exist or doesn't belong to that company, the answer tells you that. For example: "The document exists but it doesn't have XML". The others are delivered the same.
Learn more at documentación de la API.
fixed
What's new in Clay
Reconciliation: Eliminate old cash credits
Some cash credits from old bills couldn't be deleted and “The undefined credit was not found” appeared. You can now delete them from the bill, just like new subscriptions.
Reconciliation: two people reconciling the same obligation
If two people reconciled different movements against the same obligation at the same time, both applied the full balance and the obligation was left with the double amount applied. Now only the first one applies and the other reconciliation is rejected. If you see a rejection, check that no one has reconciled that obligation before.
Reconciliation: sign of credit notes
When reconciling a credit note against a credit, the sign could be different from one note to another. Now the match sign is taken from the document, so it's consistent.
Starting today, you can connect the
Global66
account you had manually to Clay just like a bank: the movements arrive alone, you can bring those from previous periods and they are ready to reconcile. You can find the connection next to your banks, in the Connections section.How to get started?
Connect with your Global66 data. Check out the step by step in our Centro de Ayuda.
Note: to connect it you will need permissions in Global66 to create integration credentials.
We know that keeping depreciation up to date, especially when you migrate assets, requires a lot of precision. That's why we made three improvements to give you more control with fewer laps:
- Date of the last depreciation.For migrated assets with imported opening balance, you can now indicate how long they depreciated. It is in the form and as a new column in the import Excel (the template is already updated). It is filled in together with the other 3 details of the imported balance: all 4 or none are available. Clay begins to depreciate the month following that date, so it doesn't double or skip any depreciation.
- Historical and corrected depreciation.The asset table now shows two columns: the historical one (without the monetary correction for the year) and the corrected one (the usual one). It's just informational, your seats don't change. You can also find it in the Excel of the report.
- Delete fixed assets.You can now delete a direct asset from the table, as long as it doesn't have accounting entries. If you have them, Clay warns you that you can't delete them.
Learn more in our Centro de Ayuda.