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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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Set-up Reimbursements for DATEV Unternehmen online
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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"