Set up DATEV Unternehmen Online to support Pleo Invoices

Before you get started with Pleo Invoices, there are two setup tasks for you to complete. These ensure the correct configuration of DATEV Unternehmen online, allowing for a seamless integration between Pleo and DATEV.

The two setup tasks are:

Changing to Bearbeitungsform Erweitert in DATEV Unternehmen online and creating a fiscal year
- Already have Erweitert and a fiscal year setup? Skip to the next task
Add an Invoice payment contra account in Pleo

Changing to Bearbeitungsform Erweitert and Creating a Fiscal Year

For Pleo to successfully import Invoices into DATEV Unternehmen Online (DUO), including the invoice & bookkeeping information, your company’s DATEV account Bearbeitungsform must be set to Erweitert.

If these settings are not configured correctly, you will be unable to export Invoices from Pleo.
To change from Standard to Erweitert, you must have administrator access to DATEV Unternehmen online. Alternatively, you can ask your accountant to switch the setting if you don’t have the correct DATEV permissions.
There are no additional costs from DATEV if you change from Standard to Erweitert.

Log in to DATEV Unternehmen online
Click Applications and select Belege (Documents)
Click Settings
Check if Erweitert is listed under Lieferantenrechnungen (Supplier invoices)
If not, click Bearbeitungsform ändern
Select Erweitert under Lieferantenrechnungen.
Click Weiter (Continue) to save
In Neues Wirtschaftsjahr anlegen, select January 1 to 31st December for the current year, then press Weiter
Click Fertig stellen, and you’re ready to set up your Invoice contra account

Good to know:

If you and your accountant prefer using Bearbeitungsform Standard for any reason, you can switch your settings back to Standard after creating the fiscal year.
You or your accountant will need to create a new fiscal year in DATEV every year before you can export invoices for that new period.

Add an Invoice contra account in Pleo

When you are using Pleo Invoices with our DATEV Unternehmen online integration, we recommend that you set up a Contra account for the Invoice payments.

Why do I need this? When you pay an invoice, the amount is credited to your Pleo Wallet and should be debited from the supplier account where the debt sits. We recommend using a transitory account for this setup.

If you leave this blank, payments may be exported without a contra account, which can cause error messages in DATEV Kanzlei-Rechnungswesen that your accountant will need to fix (correct the booking entry manually).

Ask your accountant which account number to use. Typically:
- A transitory account, e.g. within the range 1360 Geldtransit (SKR 03) or 1460 Geldtransit (SKR 04)
- An account for diverse creditors "Sammelkreditorn", between 70000 and 90000 (SKR 03 & SKR 04)
  Note: The account needs to be assigned/created in DATEV Kanzlei Rechnungswesen
Log in to the Pleo web app
Click Settings
Select Accounting
Ensure DATEV Unternehmen online is selected as your integration
Scroll to the Account for Invoice payments field
Enter the account number provided by your accountant

Learn more about setting up DATEV Unternehmen Online Integration

Set up DATEV Unternehmen Online to support Pleo Invoices

Changing to Bearbeitungsform Erweitert and Creating a Fiscal Year

Add an Invoice contra account in Pleo

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