Setting up the e-conomic integration requires very few steps:

  1. Go to the Accounting page in Pleo
  2. Choose e-conomic from the list and click 'Continue'
  3. Select what kind of access you have to the company's agreement in e-conomic. In doubt? Ream more here on the different accesses and see examples.

If you have access as a user on a single agreement please proceed to section A.

If you have access as an administrator to multiple companies' accounts please proceed to section B.

A: User on a single company's agreement

>> Choose option 1 and click 'Connect'

>> Press the blue 'Add app' button to add Pleo to your agreement in e-conomic

You'll now be sent back into Pleo where you can see e-conomic has been selected as your accounting system.

Now you just need to select a Pleo Bank Account Number and a Pleo Journal

  1. Pleo Bank Account Number: If you haven't already created a Pleo Bank Account in your chart of accounts, you need to create one now in e-conomic (here's a guide), give it a unique number, and insert that number in the 'Search number...' field. If you've already created a Pleo Bank Account, you can simply search for it by entering its account number in the 'Search number...' field. Remember to click 'Save' once the account has been found. 
  2. Pleo Journal: If you haven't already created a Pleo Journal, you need to create one now in e-conomic (here's a guide) and afterwards select it from the list.


B: Administrator on multiple companies' agreements

>> Choose option 2 and click 'Connect' 

>> An instruction field will emerge. Please follow the guidelines carefully

>> Log into e-conomic and into the company you want to set up the integration for, by clicking on 'Administer'. Since you have access to multiple accounts, you need to access the relevant company's account in order to set up the integration. 

>> Once logged into the right account in e-conomic, go back to Pleo and tick off the 'I have accessed (the relevant company's) agreement' followed by 'Continue'. 

>> Click 'Add app' and grant Pleo access to the agreement. 

You'll now be sent back into Pleo where you can see e-conomic has been selected as your accounting system.

Now you just need to select a Pleo Bank Account Number and a Pleo Journal

  1. Pleo Bank Account Number: If you haven't already created a Pleo Bank Account in your chart of accounts, you need to create one now in e-conomic (here's a guide), give it a unique number, and insert that number in the 'Search number...' field. If you've already created a Pleo Bank Account, you can search for it by entering its account number in the 'Search number...' field. Remember to click 'Save' once the account has been found. 
  2. Pleo Journal: If you haven't already created a Pleo Journal, you need to create one now in e-conomic (here's a guide) and select it from the list.

Once a Pleo Bank Account Number and Pleo Journal has been selected, you can go to Export and start exporting your expenses directly into e-conomic.

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