Do you want your Pleo card expenses to have a contra account automatically assigned? If so, make sure to create a contra account in Business Central (also known as a Balance Account Number). You can also create an additional contra account for Pocket expenses and reimbursements.
Do you want to create a new General Journal Template in Business Central to base your Pleo Journals on? If so, there’s a little quirk. The new template you create has to come first alphabetically in the list of general templates. Let's say you name your journal "Pleo" and there is another general journal template called "Kasse." In such a case, please rename the Pleo journal template, for example, "APleo" to make it the first General Journal Template on the list.
Connect Business Central and Pleo
Click on your name in the bottom left and select Settings
Select Microsoft Dynamics 365 Business Central from the available options
You will be prompted to connect your Microsoft Dynamics 365 Business Central account with Pleo on a separate page.
Log in and click allow access to your Pleo App.
You are now sent back to Pleo and the integration is now connected.
We’ll be happy to walk you through the integration in case the standard set-up instructions above do not work for you. This might be the case if you’ve customised your Business Central.
Please note that Pleo only supports the version hosted directly by Microsoft, not by a partner. If you access your account through https://businesscentral.dynamics.com then your version is hosted directly by Microsoft. We also currently do not support Microsoft Dynamics 365 for Finance and Operations.
What data is synced between Pleo and Business Central?
Categories" in Pleo reflect your chart of accounts in Business Central. When you set up your categories after enabling the integration, the drop-down menu in Pleo will automatically reflect your account numbers in Business Central. That said, you will need to give the specific category (account number) a name. The name should be easy for employees to recognise when they assign details to their Pleo purchases.
"Tags" in Pleo reflect your dimensions in Business Central.