How to export Pleo expenses with the Holded Online integration

  1. Before exporting, the main thing to double-check is whether the correct info has been selected for each expense. If an expense is an invoice type (Spanish: Factura), then click on the expense within the Unexported page and make sure that a CIF/NIF number and invoice number have been filled out. Pleo allocates the invoice expense directly to the supplier account in Holded.

  2. Follow these instructions to export.

  3. Once the export is complete, everything sent from Pleo will appear in the "Expenses" (Spanish: Gastos) page in Holded. This includes the amount, date, category, user name, tag(s), the receipt file, and the supplier (if relevant). Any "factura" sent to Holded will automatically create an invoice in Holded with five lines (journal entries). "Normal" expenses (recibos) automatically create two journal entries each. All expenses will also be automatically sent to the "Holded" section under the Pleo-dedicated bank account.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Need more help? Contact us.

Login and click the ? in the bottom right corner to chat with us. Having issues logging in? Find out why you are unable to log in.