The projects module in e-conomic

Good to know: 

• Tag groups (departments, projects, and cost types) need to be imported directly from e-conomic to Pleo. 

• If a Pleo expense has a project tag, it must also have a cost type tag - and the other way around. If only one tag is added, the export will fail.

• For expenses tagged with projects and cost types, the Pleo Category (account number in e-conomic) is ignored. But the project and cost type will be sent to e-conomic.

• If your project module has its own contra account in e-conomic, then that will override the general contra account selected for Pleo expenses.

How a Pleo expense looks like in e-conomic after export

• Project expense - project and cost centre tags have been used
  The project module is enabled, meaning that the contra account number - 5817 - linked to the project module has been applied instead of the Pleo category. The cost centre tag is 3600, and the project tag is 75.

• Normal expense - without the project module
  No cost centre or project tag is applied. A department tag is applied, however, and in this case, the Pleo Category was exported.