Setting up the Dinero Online integration

We are excited to offer a direct integration with Dinero to ensure all your transactions end up in the right place in your accounting.

Connect Dinero and Pleo

Click on Settings
Select Accounting
Select Dinero Online from the available options (if it is not displayed click on See all)
Follow the steps to get your Company ID from Dinero and copy in into Pleo

Setting up the integration

Go to Dinero and head to Regnskab
Go to Kontoplan and create a new account, please use Beholdning (fx bank)
as account type
If you are going to use Reimbursements in Pleo repeat the process of creating a new account in Dinero for a pocket account
After this go to the Setup page in Pleo
Choose a Deposit account from the drop down
Choose an account for out-of-pocket expenses (if you use Reimbursements)
Choose a Reimbursement account (if you use Reimbursements)

What data is synced between Pleo and Dinero online?

"Categories" in Pleo reflect your chart of account names in Dinero. When you set up your categories after enabling the integration, the drop-down menu in Pleo will automatically reflect your account names in Dinero. That said, you will need to give the specific category a name in Pleo that will be easy for employees to understand when adding details to their purchases.
Once you enable the integration, tax codes from Dinero are automatically populated in Pleo.

Exporting of expenses

Once you have set up everything you can export your expenses. Your expenses will arrive in Dinero in the menu Bogføring under Bilagsoversigt, Kladder. Here the expenses have to be approved by doing the following:

Be sure to be in the menu Bogføring under Bilagsoversigt
Click on the expense, it will open
Scroll down and click Godkent

Tipp: Once you opened an expense and approved it you can just click on Næste bilag and approve the next expense.

After approving an expense, the expense will be shown in Betalte. After an expense is approved it will influence the account balance.

Exporting of reimbursements and wallet top ups

Exported reimbursements and wallet top ups can be found directly in Bogføring, Kassekladde. No approval is needed to them. After a reimbursement or wallet top up is exported it will influence the account balance.