You have just exported expenses from Pleo into your Xero,  great, you're almost done!
Finally you can now reconcile in bulk. (No mapping/match process)  

  1. You will need to ensure your transfers to Pleo are allocated before you start this process. 
  2. When the export is complete you can see them under Account Transactions in your "Pleo Account" in Xero.
  3. Enable "Mark as Reconciled" option in Xero. 

The screen will refresh and a 'More' button will have appeared just above your transactions. 

4. Select your transaction by clicking on the boxes to the left side of the expenses. 

5. Click More ---> Mark as Reconciled. Done!

6. You can compare the current Statement Balance in Xero with the corresponding historic balance in Pleo. To see the Pleo historic balance on a particular day in Pleo, go to the Manage expenses view filter out the date range. 

Did this answer your question?