How to link Business Central vendors or employees to Pleo users

Whenever you export a pocket expense (out-of-pocket, mileage and per diem expenses) or a reimbursement, it can be booked on the corresponding Vendor or Employee account in Business Central based on the Pleo user who made the expense.

1. In Business Central, access the Vendors/Employees page
2. Open a Vendor/Employee profile 
3. Copy the Vendor No./Employee No. 
4. In Pleo, access the People page
5. Search for the corresponding user
6. Paste the Vendor No./Employee No. into the Employee Code field
7. Save
8. Repeat these steps for all other employees/users

As an example, linking a Business Central vendor to a Pleo user means that the same code appears under the user in Pleo and the Vendor in Business Central:

So when the Pleo user submits an out-of-pocket expense, it is exported to Business Central both as a purchase invoice:

And as a journal entry: