Connect Lexoffice and Pleo

  1. Click on your name in the bottom left and select Settings

  2. Select Accounting

  3. Select Lexoffice from the available options

  4. Log in and click allow access to your Pleo App.

  5. 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.

What data is synced between Pleo and lexoffice?

  • "Categories" in Pleo reflect your chart of account names in lexoffice. 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 lexoffice. 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.

  • Once you enable the integration, tax codes from lexoffice are automatically populated in Pleo.

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.

What's next?

Did this answer your question?