We are excited to offer a direct integration with Dinero to ensure all your transactions end up in the right place in your accounting.
Connect Dinero and Pleo
Click on Settings
Select Dinero Online from the available options (if it is not displayed click on See all)
Follow the steps to get your Company ID from Dinero and copy in into Pleo
Setting up the integration
Go to Dinero and head to Regnskab
Go to Kontoplan and create a new account, please use Likvide beholdninger
as account type
If you are going to use Pocket in Pleo repeat the process of creating a new account in Dinero for a pocket account
After this go to the Setup page in Pleo
Choose a Deposit account from the drop down
Choose a Pocket account (if you use Pocket)
Choose a Reimbursement account (if you use Pocket)
What data is synced between Pleo and Dinero online?
"Categories" in Pleo reflect your chart of account names in Dinero. 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 Dinero. That said, you will need to give the specific category 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 Dinero are automatically populated in Pleo.
Exporting of expenses
Once you have set up everything you can export your expenses. Your expenses will arrive in Dinero in the menu Bogføring under Bilagsoversigt, Kladder. Here the expenses have to be approved by doing the following:
Be sure to be in the menu Bogføring under Bilagsoversigt
Click on the expense, it will open
Scroll down and click Godkent
Tipp: Once you opened an expense and approved it you can just click on Næste bilag and approve the next expense.
After approving an expense, the expense will be shown in Betalte. After an expense is approved it will influence the account balance.
Exporting of reimbursements and wallet top ups
Exported reimbursements and wallet top ups can be found directly in Bogføring, Kassekladde. No approval is needed to them. After a reimbursement or wallet top up is exported it will influence the account balance.