How to start using CostPocket with Paytraq?

Connect CostPocket to PayTraq accounting system for easy document management. Digitise expense documents, create reports, and transfer them to PayTraq program.

PayTraq website

Before you begin

Set up an account with CostPocket and register your company following these tutorials:

Registration
Join a company

1. Go to PayTraq -> Purchase -> Purchase Inbox -> Channels -> activate PayTraq Inbox channel and then copy the email address.

2. Go to CostPocket settings -> Accounting software integration -> PayTraq -> enter the PayTraq inbox email address and click Next.

Documents can be sent to PayTraq one-by-one (invoices) or as reports (expense reports or travel reports). Learn more about creating and submitting documents and reports in our tutorials here:

Single expense submission
Submitting mileage, travel, and expense reports
Submit documents by email

All incoming messages will be available for further processing in PayTraq -> Purchases -> Purchase Inbox -> Inbox.

Optionally, if required to setup mappings between your expense categories and accounts then it can be done through rules (Purchases -> Purchase Inbox -> Rules)

A rule name should be equal to the value of category that is passed in the xml as costType. Available options are:  transport, car, businessCost, otherCost, representationCost.