Configure Contra Accounts in Pleo

Your Contra Account represents the source of money for all your Pleo expenses (card transactions, invoices and direct reimbursements).

1. In Pleo, navigate to Settings
2. Click Accounting
3. Access Contra accounts
4. Configure you Contra Account(s)
   • If you use a CSV integration
     • Select an existing account from the dropdown
     • Alternatively, create a new contra account in both Pleo (click + Create new account) and your accounting system
   • If you use a direct API integration
     • Select the Pleo Contra Account from the list of accounts 
     • Alternatively, create a new account in your accounting system and select it as a Contra Account

Good to know: If you previously created a Pleo Wallet account, select it as your company’s default currency Contra Account.