Connect e-conomic and Pleo
In the Pleo web all, click on Settings.
Click on Accounting.
Select Visma e-conomic from the available options.
Select your type of e-conomic agreement and press Connect.
Make sure that agreement number is correct and click on Add app.
Set up your accounts in e-conomic
Log into e-conomic
Go to All settings
Go to Chart of Accounts and create a New account (Balance sheet) called Pleo.
Go to Journals and create a New Journal.
Now go back to Pleo, enter the account number and journal you just created.
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.
What about the projects module? Click here to find out how the projects module in e-conomic works with Pleo.
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