Clay
Roadmap
Feedback
Changelog
←
Back to changelog
Powered by Canny

new

Integration with Rinde: your surrenders come to Clay on their own

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.
Portada integración Clay y Rindegastos
## 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 the
    Synchronize
    button.
  • 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 a
    Return Fund
    in 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.
Cómo funciona la integración en cuatro pasos
## How do I activate it?
The configuration is done only once:
  1. In Cost Reports
    , an administrator enters the
    API
    section, activates the
    Activate API
    option and requests the token by email.
Activar API en Rindegastos
  1. In Clay
    , go to
    Configuration and Settings > External Connections
    and, in the
    Expenses and Renditions
    section, click
    Add Expenditure Connection
    . Paste the token and click
    Validat
    .
Agregar conexión Rindegastos en Clay
  1. Associate the Yield categories
    with your types of obligations in Clay. Several come with a
    Suggested
    option for you to just review.
Asociar categorías de Rindegastos a obligaciones de Clay
  1. 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.
Conexión activa en Gastos y rendiciones
## Keep in mind
  • Available for companies with
    Corporate or Enterprise
    Performance Plans (those that include APIs).
  • Only
    approved and closed
    reports 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 Fund
    into 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.