Expenses
Cards | Expenses | Receipts | Declined purchases & fraud
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How to add a digital receipt to a Pleo expense>
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How to add a paper receipt to an expense in Pleo>
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Handling Missing or Lost Receipts>
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Fetch: privacy and security>
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What is a valid receipt?>
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How to use Storebox (for customers in Denmark)>
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How to handle the digitisation of paper receipts (for customers in Italy)>
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How Pleo handles the digitisation of paper receipts (for customers in Portugal)>
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How we handle the digitisation of paper receipts (for customers in Luxembourg)>
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How Pleo handles the digitisation of paper receipts (for customers in Spain and France)>
Wallet & Accounting
Wallet | Accounting | Export
Getting started
Getting started | Setting-up Pleo | Subscriptions & features | Understand your needs
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Explore the admin view of the Pleo web app>
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Pleo's verification process>
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Getting started with Pleo: three steps for admins>
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Getting started with Pleo: three steps for bookkeepers>
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How to download the Pleo mobile app>
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How to sign up for a Pleo account>
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Getting started with Pleo: three steps for employees>
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Verifying your company’s key people>
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I can't register my email, what do I do?>
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How to set up your tax codes>
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How to create teams, reviewers and review expenses>
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Example categories for Pleo>
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How to set up your categories>
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How to set up your tags>
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What is multi-entity management?>
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How to use Pleo's open API>
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How to connect Pleo and Zapier>
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Reverse VAT (for customers in Sweden)>
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How to set up employee codes>
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What's included in Pleo's legacy pricing plans?>
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How Reimbursements works>
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How cashback works>
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How per diem and meal deductions work (for customers in Germany and Sweden)>
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How mileage works>
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Where to find your Pleo Billing plan, VAT details, and payment history>
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Pleo Invoices: how to upload, approve, and pay supplier invoices>
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Budgets at Pleo>
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Pleo Referral Programme>
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How Recurring expenses work>
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How foreign transaction fees work>
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How to sync Pleo with TravelPerk>
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Pleo Overdraft>
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How (and when) is VAT added to Pleo Billing>
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Benefit allowance (available to customers in the UK and Sweden)>
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Pleo Perks FAQ>
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Pleo Reserve>
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How to use your business travel insurance from AXA Partners>
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Virtual vendor cards>
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Temporary Virtual Cards>
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How to submit a mileage claim>
Account & Settings
Logging in | User access | Change details | Pleo Partners
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Where to change an accountancy firm's access level (or disconnect them from your organisation)>
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Introduction to the Partner Portal>
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How to manage bookkeeping tasks for your clients>
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How do I add admin(s) and team members via the Pleo partner portal?>
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How to top-up a client's Pleo Wallet>
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How to add your clients>
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How to verify your client's Pleo account>
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How to connect your client's Pleo account to their accounting system>
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How to add colleagues and assign them to clients>
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How to pay invoices on behalf of clients>
Integrations
Set-up and troubleshooting guides for integrations
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Connecting Pleo to DATEV (Part 1)>
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Set up DATEV Unternehmen Online to support Pleo Invoices>
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Setting up accounts in DATEV (Part 2)>
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Set up the DATEV Unternehmen online integration (Part 3)>
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What to do if you see the message “The user does not have any clients. It is recommended that the user contact the tax consultant.”>
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What to do if you see the message “You need to create the current fiscal year in DATEV”>
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What to do if you see the message “before the date of the opening balance” (German: Vor dem Datum…)>
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What to do if you see the message “Failed to generate Ledger (…) buCode”>
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What to do if you see the message “The client is not configured for the requested data transfer (dxso-job)”>
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What to do if you see the message “The job-id is invalid because the corresponding data transfer job (…) is already finalized.">
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CSV export file for DATEV Kanzlei Rechnungswesen>
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What to do if you see the message “Fiscal year with Accounts Payable Ledger was not configured in Datev for exported invoices.”>
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How to associate a new tag group with cost centres (KOST1 and KOST2) in DATEV Unternehmen online>
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What to do if you see the message "Failed to created Datev export job (...) Reason: Fiscal year">
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What to do if you see the message “the account was not found” (German: Belegkreis im Kassenbuch nicht gefunden)>
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What to do if you see the message “a negative account balance occurred” (German: Es ist ein Kassenminusbestand aufgetreten)>
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What to do if you see the message "Something went wrong. Please contact administrator">
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What to do if you see a message about an "Intruder alert">
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What to do if you see the message "contra account number is missing for expense">
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What to do if you see the message "Expense isn't processed due to a critical error">
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What to do if you see the message “Export to journal could not be performed”>
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What to do if you see a message about a "invalid auth code", "access to resource (...) denied", or "500 Error">
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What to do if you see the message "Transition account number (Reimbursements) is missing for expense">
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What to do if you see the message “Failed to generate Ledger Import Xml (...) accountNo”>
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DATEV Unternehmen online: account for Invoice payments>
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What to do if you see the message “You need to update to the newest version of DATEV Unternehmen Online.”>
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What to do if you see the message "e-conomic responded with access denied" or "We are getting unauthorised messages from e-conomic">
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Setting up the Visma e-conomic integration>
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What to do if you see the message "Could not auto assign all the required numbers">
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What to do if you see a message saying "The Contra number is not defined in e-conomic">
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What to do if you see the message "File attachment failed">
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What to do if you see the message "the selected cashbook should either have the allowed entry types set to ‘All’ or 'Journal Entry’">
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What to do if you see the message "You have configured invalid journals" or "The selected cashbook with number ... does not exist in e-conomic">
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How to set up e-conomic's departments in Pleo>
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Selecting the right access in e-conomic for your integration>
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The projects module in e-conomic>
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What to do if you see a message saying the "Department number is not present in e-conomic">
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What to do if you see a message saying "We have experienced an internal server error" or "Bad request">
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What to do if you see message "Validation failed">
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What to do if you see a message mentioning an "input string">
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What to do if you see the message "There is no open accounting year for date..." or "Missing accounting year ... ">
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What to do if you see the message "You have specified the project but no cost type">
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What to do if you see a message saying the "Account number is not present in e-conomic" or "Account(s) is not found or barred.">
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What to do if you see the message "Cannot assign a main project to a cash book entry">
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What to do if you see the message "e-conomic is responding with an unknown error">
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How to enable the API in e-conomic>
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How to access e-conomic's multiple agreements>
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How to sync your Pleo categories with your chart of accounts in Xero>
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How to set up the Xero Integration>
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How to reconcile Pleo expenses in Xero>
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What to do if you see the message "The document date cannot be before the period lock date">
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How to import Xero tracking categories into Pleo>
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Reconciling out-of-pocket expenses (and reimbursements) in Xero>
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How to export invoices to Xero>
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How to account for transfers to Pleo, in Xero>
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What to do if expenses aren't showing up in Xero, there are duplicate expenses, or issues with the bank feed>
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What to do if you see the message "The specified bank account details do not match a known bank account">
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Xero and tax codes>
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What to do if you see the message "The supplier does not exist in Xero">
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What to do if you see the message "The attachment must be less than 3MB">
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What to do if you see the message "An unexpected error occurred.">
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What to do if you see the message "An error occurred in Xero. Check their API Status page.">
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What to do if you see the message "Bill cannot be exported as it already exists in Xero in a non-modifiable status">
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What to do if you see the message "The source transaction is not a valid type.">
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What to do if a Xero connection "could not be established" or is showing as "forbidden">
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How to create a Pleo bank account in Quickbooks>
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What to do if you see the message “the account period has closed”>
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What to do if you see the message “Business Validation Error: The transaction needs to be in the same currency”>
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How to set up the Quickbooks Online integration>
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What to do if you see the message “Invalid Reference Id : Names element id not found”>
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What to do if you see the message "Something you're trying to use has been made inactive" or "no longer available">
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What to do if you see the message “Associated Quickbooks expense account is missing” or "Invalid Number">
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What to do if you see the message “Invalid Reference Id: Account assigned to this transaction has been deleted”>
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What to do if you see the message “One or more charge lines do not have a tax code associated with it.”>
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What to do if you see the message “Associated Quickbooks contra account is missing”>
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What to do if you see the message “Associated Quickbooks contra account is not a bank account type”>
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What to do if you see the message "When you use Creditors, you must choose a supplier.">
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What to do if you see the message “Invalid Reference Id: Customer assigned to this transaction has been deleted”>
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What to do if you see the message "Supplier assigned to this transaction has been deleted.">
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What to do if you see the message "QuickBooks encountered an error while calculating tax.">
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What to do if you see the message "Business Validation Error: You can't use a Creditors account on the detail portion of a Bill.">
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Setting up the Fortnox integration>
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What to do if you see the message "The project does not exist" (Swedish: Projektet existerar inte)>
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What to do if you see the message "No accounting year exists for the specified accounting date" (Swedish: Inget bokföringsår existerar för angivet bokföringsdatum)>
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What to do if you see a message saying "Invalid verification series specified" (Swedish: Ogiltig verifikationsserie angiven)>
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What to do if you see the message "Account missing in chart of accounts" (Swedish: Konto saknas i kontoplanen)>
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What to do if you see the message "Cost centre is not allowed on account" (Swedish: Kostnadsställe är ej tillåtet på konto)>
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What to do if you see a message about a "refresh token" or "timeout">
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What to do if you see the message "Project is not allowed on account" (Swedish: Projekt är ej tillåtet på konto)>
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What to do if you see a message about "Missing user permission" (Swedish: Saknar behörighet för att bokföra verifikationer / Saknar rättighet för att använda verifikationer)>
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What to do if you see the message "The accounting date is in an automatic cut-off period" (Swedish: Bokföringsdatumet ligger i en automatlåst period)>
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What to do if you see the message "The selected verification series is not marked as manual in Fortnox">
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What to do if you see the message "Failed to export a receipt">
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What to do if you see the message about a "locked period" (Swedish: "har låst perioden t.o.m.")>
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What to do if you see the message "Missing account number for this expense">
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What to do if you see the message "Cost centre is disabled" (Swedish: Kostnadsställe är inaktiverat)>
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What to do if you see the message "Account is not active" (Swedish: Konto är inte aktivt)>
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What to do if you see the message "Cost centre is mandatory on account" (Swedish: Kostnadsställe är obligatoriskt på konto)>
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What to do if you see the message "Transaction info is mandatory on account" (Swedish: Transaktionsinfo är obligatoriskt på konto)>
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What to do if you see a message saying "Bad request">
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What to do if you see the message "project accounting period is not active" (Swedish: Projektredovisningsperioden är inte aktiv)>
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What to do if you see the message "Invalid account" (Swedish: Ogiltigt konto)>
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What to do if you see the message "Specified cost centre is not active" (Swedish: Angivet kostnadsställe är inte aktivt)>
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What to do if you see the message "Projects are mandatory" (Swedish: Projekt är obligatoriskt)>
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What to do if you see the message "project is closed" (Swedish: Angivet projekt är avslutat)>
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How to configure Reimbursements accounting set-up for Holded>
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How to reconcile Wallet top-ups when using the Holded Online integration>
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How to set up the Holded Online integration>
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How to set up tags in Holded>
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How to create a new supplier in Holded based on a Pleo expense>
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How to export Pleo expenses with the Holded Online integration>
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How to sync Pleo Categories with your chart of accounts in Holded>
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How to choose which Holded accounts to sync with your Pleo categories>
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How to reconcile Wallet top-ups when using the Holded CSV integration>
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How to set up the Exact Online integration>
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What to do if you see the message "Account value missing">
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What to do if you see the message "Integration authentication failed">
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What to do if you see a message saying "Forbidden">
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What to do if you see a message about "User division">
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What to do if you see the message "Mandatory: Due Date: Payment conditions">