You have just exported expenses from Pleo into your Xero,  great, you're almost done!

  • You will need to ensure your transfers to Pleo are allocated

  • When the export is complete you can see them under Account Transactions

  • Enable Mark as Reconciled option in Xero. 

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

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

  • Click More ---> Mark as Reconciled

  • You can compare the current Statement Balance in Xero with the corresponding historic balance in Pleo in Export - Wallet

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