We are excited to offer a custom CSV export that you can use for Dinero to ensure all your transactions end up in the right place in your accounting.
Connect Dinero and Pleo
Click on Settings
Select Accounting
Select Dinero from the available options
Setting up the export
Once connected, you can set up the accounts that fit your system.
Setup a Contra account number. We recommend customers to create a new account in the chart of accounts, just as you would for a bank account.
Choose a bank account for your Pleo Pocket expenses. This will be the transition account to which the expenses are accounted against until they have been reimbursed.
Choose a Pocket reimbursement account. This will typically be the account from which you send the reimbursement.
Last step is setting up your tax codes, which you can learn how to do here.