Accounting on Pleo

How to set up your tags (cost centres and projects) 🏷️

This is a guide on how to create and administrate tags in Pleo to track your expenses

Written by Björn Ingmansson
Updated over a week ago

Enabling the Direct Feed with Xero

Set up an automated and Direct Feed from Pleo to Xero

Written by Kasper Thybo
Updated over a week ago

Setting up the Xero Integration

Learn how to set up and administrate the Xero integration for a seamless exporting experience

Written by Björn Ingmansson
Updated over a week ago

Setting up the Sage 50 Desktop export

Learn how to set up and administrate the Sage 50 desktop format for a seamless exporting experience

Written by Björn Ingmansson
Updated over a week ago

Setting up the custom export format

Here's how to create a data export from Pleo into a custom csv or xlsx format

Written by Björn Ingmansson
Updated over a week ago

Custom Format for Sage50

Pleo has created ready made files for Sage50, but if you want to bring tags (Cost centres) to it - have a look at this article!

Written by Miia
Updated over a week ago

How to set up your tax codes 💷

Learn how to set up and administrate tax codes in Pleo

Written by Björn Ingmansson
Updated over a week ago

Setting up the Quickbooks Online integration

Learn how to set up and administrate the Quickbooks Online integration for a seamless exporting experience

Written by Björn Ingmansson
Updated over a week ago

How to Add Xero Tracking Categories to Pleo

Written by Aoife Ryan
Updated over a week ago

Custom Format for Sage200c

Pleo has created a format for Sage200, but if you want to bring tags (Cost centres) to it - have a look at this article!

Written by Miia
Updated over a week ago

Setting up the Billy integration

Learn how to set up and administrate the Billy integration for a seamless exporting experience

Written by Björn Ingmansson
Updated over a week ago

Setting up the Inventio integration

Learn how to set up and administrate the Inventio integration for a seamless exporting experience

Written by Björn Ingmansson
Updated over a week ago

Setting up the Microsoft Dynamics 365 Business Central integration

Learn how to set up and administrate the Business Central integration for a seamless exporting experience

Written by Björn Ingmansson
Updated over a week ago

Setting up the SIE file 🦌

Learn how to set up and administrate the SIE file for a quick export to any Swedish Accounting system

Written by Björn Ingmansson
Updated over a week ago

Setting up the Visma eEkonomi Integration

Learn how to set up and administrate the Visma eEkonomi integration for a seamless exporting experience

Written by Björn Ingmansson
Updated over a week ago

Setting up the Dinero export

Learn how to set up and administrate the Dinero format for a seamless exporting experience

Written by Björn Ingmansson
Updated over a week ago

How does one access e-conomic's multiple agreements?

Written by Azai Jacobsen
Updated over a week ago

Setting up the e-conomic integration

Learn how to set up and administrate the e-conomic integration for a seamless exporting experience

Written by Björn Ingmansson
Updated over a week ago

Selecting the right access in e-conomic for your integration

Written by Azai Jacobsen
Updated over a week ago

How do I enable the API in e-conomic?

Written by Azai Jacobsen
Updated over a week ago

Setting up the Sage One export

Learn how to set up and administrate the Sage One export for a seamless exporting experience

Written by Björn Ingmansson
Updated over a week ago

Setting up the Sage 200 export

Learn how to set up and administrate the Sage 200 format for a seamless exporting experience

Written by Björn Ingmansson
Updated over a week ago

Setting up the Fortnox integration

Learn how to set up and administrate the Fortnox integration for a seamless exporting experience

Written by Björn Ingmansson
Updated over a week ago

Setting up the lexoffice integration

Learn how to set up and administrate the lexoffice integration for a seamless exporting experience

Written by Björn Ingmansson
Updated over a week ago

How to set up E-conomic's departments in Pleo

You can easily import your departments from E-conomic to Pleo, attach the tag to an expense and export it together

Written by Lukas
Updated over a week ago

How to use Pocket with your accounting

Pocket helps you keep track of cash and out of pocket expenses. Here is all you need to know to account for these.

Written by Björn Ingmansson
Updated over a week ago

Split expenses

Split expenses into multiple VAT rates and accounts

Written by Björn Ingmansson
Updated over a week ago

Download all of your company's expenses

How to get a data spreadsheet report out of Pleo

Written by Björn Ingmansson
Updated over a week ago

Authorisations vs. Presentments

Learn about authorisations and presentments to understand the status of your transactions in Pleo

Written by Anya
Updated over a week ago

How to account for transfers into Pleo, in Xero?

Written by Aoife Ryan
Updated over a week ago

Reverse VAT in Sweden ↩️

Learn how to set up tax codes to be able to account for reverse VAT in Sweden

Written by Björn Ingmansson
Updated over a week ago

Different time zones on Expenses

Written by Yuna
Updated over a week ago

How to reconcile Pleo expenses in Xero

This is a guide to show you how to reconcile your expenses once they are exported to Xero

Written by Björn Ingmansson
Updated over a week ago

How to download a balance statement from Pleo

All you need to know about your wallet balance and how to get a statement

Written by Yuna
Updated over a week ago

How to export expenses from Pleo 🔁

Learn how to export the expenses from Pleo to your bookkeeping system

Written by Björn Ingmansson
Updated over a week ago

How to reconcile with direct feed in Xero

Written by Miia
Updated over a week ago