Please note: This article assumes that you've already enabled the Xero integration in Pleo. If you haven't done that yet, please check this help article.

The process to account Pleo wallet loads in Xero is very simple. Think about it as a normal bank transfer between your 2 business bank accounts.

  1. In Xero, go to your Bank Accounts.
  2. Click Transfer Money
  3. Input the same transfer (same transfer value and date) as you did within your bank to the Pleo - this time from your normal business bank account in Xero to the "Pleo account" in Xero.
  4. This will create a "Spent" Account transaction under your business bank account in Xero - you can then reconcile it with the matched line from your business bank feed.
  5. Under "Pleo Account" in Xero, you will see this transaction as a "Received" Account transaction. You can mark it as reconciled it if it matches the wallet load date and value in your wallet page in Pleo
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