How to activate Vendor tagging in Pleo

This feature allows you to:

Automatically import and sync vendors from your accounting system to Pleo
Tag vendors on expenses in Pleo
Book exported expenses to the correct vendors in your accounting system
Create new vendors in the accounting system directly from Pleo

This feature is available if you are using Netsuite, Visma E-conomic or Exact Online.

In Pleo, go to Settings
Click Accounting
Select Activate vendor tagging
Set the Generic vendor
Note: it should match the Default Supplier Account vendor set for the integration

Good to know: To add a new vendor in Pleo, go to the Export page, click on the expense and select + New vendor.