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Captio Connect Setup

Using the Captio Connect solution requires pre-configuration. On this screen, the necessary data that is detailed below must be indicated.

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Setup

Sections

API

In this section you must fill in the Url API, Url image and Customer Key fields. These fields must be imported into the system from the install wizard (Install wizard).

The Active Sii field allows showing the sii information. It should be checked only if the sii module has been purchased from Captio.

Info

The Token and Expires fields are automatically filled in when loading or synchronizing the data.

SetupAPI

General

In this section the following fields related to the creation of accounting movements must be filled in when the expenses of a report are registered. Some fields are imported from the install wizard (Install wizard):

  • General journal template: Indicates the journal template where the movements of the expense will be registered.
  • General journal batch: Indicates the name of the journal batch where the movments of expense will be registered.
  • Currency ISO code: Indicates de currency ISO code to be used when registered movements in expense.
  • Source code: Indicates the source code to be used when the movements of expense are registered.
  • Advance account: Indicates the account where the advance is to be registered.
  • Cash account: Indicates the account where the advance payments will be registered.

The Synchronize job, Synchronize Departament code and Synchronize CustomerGroup fields indicate whether to synchronize thes fields in Captio.

The Save image in the database field indicates whether you want to save the expens imgae in the database.

SetupGeneral

Number series

This section displays data for report, expense and advance serial numbers. These fields are imported from the install wizard (Instal wizard)

SetupNosSerie

Enviar credenciales usuario

In this section should fill the next fields:

  • Send email credentials subject: The subject used to send email with user credentials in Captio
  • Send email credentials body layout code: Use the standard email template functionality to create the custom template. You must use report 7229177.
  • Send email credentials body layout description: Indicates the description of the credential submission template.

SetupCredentials

Actions

The actions that can be taken from or to Captio are detailed.

Synchronize data

These actions allow fetching data from Captio. It is possible to synchronize all the data or to synchronize only the data that is necessary, such as users, categories, reports, etc.

SincronizarDatos

Create data

These actions allow you to create jobs and dimensions in Captio if the Synchronize job, Synchronize Departament code and Synchronize CustomerGroup fields are active.

CrearDatos

The screens that can be accessed from the setup are detailed.

NavegarSetup

Payment methods

A list with the existing payment methods in Captio is displayed.

FormasPago

Languages

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