Before you get started
Before you can set up the integration, the following accounts need to be created in NetSuite:
Account | Description | Type |
Pleo Bank Wallet | To track transactions made with Pleo Cards and Pleo wallet. | Bank Account |
Pleo out-of-pocket Account | To track any out-of-pocket expenses or reimbursements made by employees | Other Current Liability |
Pleo External Reimbursement Account | To track any reimbursements made outside of the Pleo's direct Reimbursements functionality | Other Current Liability |
You can create these accounts by navigating to Setup > Accounting > Chart of Accounts > New
Connecting Pleo to NetSuite
Reach out to your customer success manager to get access to the Pleo for NetSuite App
When you have received the access, Go to Accounting in the Pleo app
Select NetSuite in the list of Popular systems and confirm
You'll be redirected to install the Pleo for NetSuite app
Within NetSuite, click on Connect > Authorise Pleo and NetSuite for transfer of data
Setting up the accounts
You can set up the accounts within NetSuite by following these steps: Transactions > Pleo > Dashboard > click on the edit pencil to connect the accounts.
Setting up your tax codes, categories and tags
You can apply VAT in Pleo by creating a tax code and attaching it to a specific category.
Head to NetSuite > Transactions > Pleo > Dashboard.
Click on “Data Mapping Information” on the Pleo dashboard inside NetSuite.
Find your Tax codes:
Select “Tax Codes”
Map NetSuite Internal ID to “Code”
In the tax code table, add all the VAT rates
Head to the Categories tab and assign a tax code to each category
Find your categories:
Select “Chart of Accounts”
Map NetSuite Internal ID to “Account”
Find your tags
Select either “Classes” or”Departments” or “Locations”
Download the list and upload it on Pleo
Repeat the process for other options (Classes, Departments and Locations)