We are excited to offer a direct integration with Lexoffice to ensure all your transactions end up in the right place in your accounting.
Connect Lexoffice and Pleo 🔄
Click on your name in the bottom left and select Settings
Select Lexoffice from the available options
Log in and click allow access to your Pleo App.
You are now sent back to Pleo and the integration is now connected.
When Pleo is connected to lexoffice, we automatically create a bank account for Pleo within lexoffice that represents your Pleo Wallet.
How to set up your categories
Click on your profile image in the lower left hand corner and select Settings
From the menu option, select Accounting - Categories tab
You will be greeted by 11 default category groups each based on one of the 11 category types set by Mastercard - this last part is what helps us auto-categorise expenses
You can create as many groups as you like and name them the way it fits you best.
Under Account, select the appropriate one from the drop-down. The drop-down list shows all available accounts from your lexoffice chart of accounts.
Once you have selected an account, you then enter a name for the category and select the correct tax rate on the right.
How to reconcile your Pleo expenses
When you make a purchase with your Pleo card, we will automatically sync that transaction to lexoffice. When you have exported the expense to lexoffice, you can reconcile the account transaction with your expense by following our export process.