Setting up the Visma e-conomic integration

Before you get started 

In June 2023 Visma e-conomic updated their pricing plan to only allow integrations for customers that have the "Plus" package or higher. If you are on a lower package the integration will no longer be usable until you do one of the following things:

• Upgrade your Visma e-conomic.

• Use the Pleo CSV download option and upload that manually to e-conomic.

If you integrate whilst on a lower package than "plus" it will connect but exporting will fail with this error:

Set up your accounts in e-conomic

1. Log into e-conomic

2. Go to App settings

3. Go to Chart of Accounts and create 3 new accounts (balance sheets) for:

   • Pleo Balance

   • Balance owed to employees

   • External reimbursements (optional)

4. Go to Journals and create 3 new journals to track:

   • Card transactions

   • Reimbursements

   • Invoice payments
     
     

Connect e-conomic and Pleo

1. In the Pleo web all, click on Settings.

2. Click on Accounting.

3. Select Visma e-conomic from the available options.

4. Select your type of e-conomic agreement and press Connect.

5. Make sure that agreement number is correct and click on Add app.

6. Once connected, enter the account number and journals created while setting up your accounts in e-conomic.

Good to know: 

• The drop down for selecting accounts will not show a complete overview during Category setup, instead type your account number. Applicable to customers using Invoices.
• On the new Visma e-conomic v2, you can enable Expense Rollover so any expenses dated within a barred or closed accounting period will be automatically shifted to the next open accounting period at the time of export.

What data is synced between Pleo and e-conomic?

• Departments (afdelinger) in e-conomic are reflected in Pleo tags. When you set up your tags after enabling the integration, you'll find that the drop-down menu in Pleo automatically reflects your departments in e-conomic. NOTE: Dimensions created in e-conomic will not be synced to Pleo. 

• What about the projects module? Click here to find out how the projects module in e-conomic works with Pleo.

What's next?

• Set up your tax codes

• Set up your categories

• Set up your tags

• How to export expenses from Pleo

  
  

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