Setting up the Sage 200 export

We are excited to offer a tailored CSV for Sage 200 to ensure all your transactions end up in the right place in your accounting. If you are interested on bringing cost centres or projects into Sage 200, please read through this article.

IMPORTANT

These instructions how to set up and import transactions from Pleo to Sage 200 are more of an example as your company's set up in Sage200 might differ. We recommend contacting your account manager in Sage if you are having issues with importing documents or you can always contact our Support team if you have any additional questions. 

Choosing Sage 200 export in Pleo

• Click on Settings

• Select Accounting

• Select Sage 200 as your accounting system

Setting up the export

1. Create a Pleo Bank Account in Sage and use it as Contra Account for Pleo expenses

2. If you wish to use Reimbursements, you can also set up a account for out-of-pocket expenses and a contra account for reimbursements. More information on this here.

3. Add your tax codes in the table in the bottom.

4. You can learn how to export in this article.
   
   

How to import Pleo transactions into Sage200

1. Review expenses in Pleo and Export.

2. Download the export file and Save to your computer

3. Open Sage200

4. Go to "Utilities" and "Import transactions"

5. Always choose “Validate records only”, because that is where you can test the data. Then click OK and choose the .csv file.

6. Choose to import records after the validation
   
   

Datapoints in the Sage200 format file

Here are the datapoints that will be exported with the Sage 200 format from Pleo. If you'd like to get more data into your import file to Sage 200, you need to create a Custom Format. More information on custom format with Sage200 is available here.

Other important settings

• How to set up your categories ✈️

• How to set up your tax codes ?

• How to set up your tags (cost centers and projects) ?️

• How to export expenses from Pleo ?

• How to use Reimbursements with your accounting

• How to use Mileage