Set up SAP Business One integration

1. In SAP Business one, navigate to Financials
2. Go to Chart of accounts
3. Create the following accounts:
   • Pleo Wallet - To track transactions paid using funds of your Pleo Wallet
   • If you use Reimbursements: Pleo out-of-pocket - To track all out-of-pocket expenses
   • Pleo contra account - To track Pleo Wallet top-ups, Wallet unloads and manual reimbursements done outside of Pleo

1. In Pleo, navigate to Settings
2. Go to Accounting
3. Select SAP Business One
4. Follow to prompts enter the end point location, SAP Username, SAP Password and SAP company and click connect
5. Navigate to Accounting Configurations
6. Configure the account mapping by selecting the accounts created earlier:
   • Account for Pleo wallet
   • Account for out-of-pocket expenses
   • Contra account for Pleo wallet loads
7. Optional: Toggle on Advanced options to:
   • Choose between posting expenses as Journal Voucher (recommended) and Journal Entry
   • Map reference fields 1, 2 and 3 - These will be visible in the Journal Voucher or Journal Entry of SAP Business One
8. Optional, if you want to send receipts from Pleo to SAP Business One: Enable it in Export Configuration

1. Navigate to Tags Configurations
2. Import the relevant dimensions by changing the toggle 
3. Create a new tag group (recommended) or select an existing tag group for all the selected dimensions
4. Go to Accounting settings in Pleo
5. Enter all relevant tax codes
6. Go to Categories
7. Add all relevant categories with their tax codes

After setting up the integrations it's important to export an expense to see if the integration is configured correctly. 

1. Export an expense
2. In SAP Business One, under Modules select Financials
3. Click on Journal Vouchers
4. Find the export
5. Click Post as Journal entry
6. Go to Journal Entry
7. Find the relevant Journal Entry to see the details
   • If receipts are exported - they can be found within the attachments section
   • If Reference fields are mapped - these will be visible on the Journal Entry
   • If a tax code was assigned - the tax lines will be visible on the Journal Entry