After you connect Agicap and Agicap support activates your document connection, Cortena exports matched payables, syncs reference data, and can attach receipt PDFs to supplier invoices in Agicap.
Who this is for: AP operators and finance admins who use Agicap as the accounts-payable hub and need day-to-day export and sync workflows beyond initial API setup.
1. Connected integration overview
In Settings → Integrations → Accounting → Agicap you see:
- API connection status
- Selected organisation and entity
- Accounts payables connection (name + ID for Agicap support)
- Reference data sync timestamps
2. Sync reference data from Agicap
Before high-volume export, sync master data:
- Chart of accounts / booking accounts
- Cost centres
- Creditors and debtors
- VAT / BU codes
Use Sync from Agicap for incremental updates or Full refresh after major chart changes. Matching quality depends on fresh reference data.
3. Export payables to Agicap
- Select invoices in Payables list or open detail.
- Choose Send to Agicap (bulk or single).
- Status shows Sending to Agicap, then Synced or an error with reason.
Cortena sends structured supplier invoice data and attaches the PDF when available.
4. Receipts and payment documents
When a receipt or payment confirmation is linked to a payable, Cortena can include it in the Agicap payload. Check the invoice Activity log after export for attachment confirmation.
5. Troubleshooting
| Issue | Check |
|---|---|
| Export succeeds but nothing in Agicap UI | Agicap support must activate the document connection |
| Wrong entity | Re-select entity in Settings · connection is per entity |
| Missing VAT code | Run reference data sync; update matching guidelines |
| Cannot export | Workflow step, permissions, or invoice already synced |
Quick reference
| Task | Where |
|---|---|
| Initial API setup | Agicap |
| Sync master data | Settings → Integrations → Agicap |
| Export invoices | Payables → Send to Agicap |
| Connection activation | Agicap support (connection name + ID) |