Connect Visma eEkonomi and Pleo
Make sure that the integrations module is active in Visma eEkonomi.
Click on "Settings".
Select "Visma eEkonomi" from the available options:
Follow the steps and log in to Visma eEkonomi. If you have multiple accounts, make sure to use the one that you want to connect to Pleo.
Setting up the accounts
Once connected, you can set up the accounts that fit your system.
Choose a verification series: This will be a letter, which will prefix every verification. Many customers choose to create a new verification series and use the letter P for Pleo, but you can also use any other fitting letter. Remember to set this up as "Manuell kontering" in Visma.
Setup a Contra account number. We recommend customers to create a new account in the chart of accounts, using a number 194* for Pleo. Just as you would for a bank account.
Choose a bank account for your Pleo Pocket expenses. This will be the transition account to which the expenses are accounted against until they have been reimbursed.
Choose a Pocket reimbursement account. This will typically be the account from which you send the reimbursement.
Last but not least is the ingoing VAT account for normal expenses, usually 2641 in Sweden.
Does it not appear in Pleo? Make sure you add the new verification series and contra account number to the current year.
What data is synced between Pleo and Visma eEkonomi?
"Categories" in Pleo reflect your chart of account names in eEkonomi. When you set up your categories after enabling the integration, the drop-down menu in Pleo will automatically reflect your account names (either numerical or textual) in eEkonomi. That said, you will need to give the specific category (account number) a name in Pleo that will be easy for employees to understand when adding details to their purchases.
"Tags" in Pleo reflect your projects and cost centres in Visma eEkonomi. If you create several cost centre groups in Visma and import to Pleo, all of the cost centre info will end up in one tag group in Pleo. Unfortunately, a quirk in the current integration is that any expenses with tags that reflect additional cost centre groups will fail when you try to export them. How can you get around this? Well, the first option is to only have only one cost centre in Visma. If that's not feasible, you can still import all cost centres to Pleo, but it's important that employees only use tags from the first cost centre. Taking the example in the below image, the first cost centre would be the first from the left (Kostnadsenhet):
Once you have enabled the integration, tax codes from eEkonomi should automatically appear in Pleo.