Set up the Visma.net integration

Overview

Key features of the integration

• Export expenses
  • Pleo expenses can be exported into Visma Net as Journal entries and Purchase Invoices.
  • All spend types are supported, except for Invoices.
  • Expense attachments (receipts) are transferred together with the expense data.
• Tags Sync
  • Users can import and sync Dimensions from their Visma Net with Tags in Pleo.
• Tax Sync
  • VAT Codes from Visma Net are imported and synced as Tax Codes in Pleo.
• Chart of Accounts Sync
  • Chart of Accounts from Visma Net is imported and synced with Pleo, so that users can easily link Accounts to Categories in Pleo.
• Vendor Sync & Bookkeeping
  • Vendor records are imported and synchronised from Visma Net to Pleo.
  • Users can create new Vendors in Visma Net from within Pleo.
  • Exported Pleo expenses can be booked on actual Vendors in Visma Net.

Preparation

Create the following accounts in Visma.net 

• Pleo Wallet - track movement in the Pleo company account.
• Pleo Out of pocket (optional) - track employee out of pocket, mileage per diem expense and reimbursements.
  Note: Only required if you use Reimbursements in Pleo
• Visma Net Default Vendor (optional) - generic Vendor account on which expenses exported as Purchase Invoices will be booked.
  Note: Only required if you use Invoices in Pleo and/or export card expenses as Purchase Invoices in Visma.net

Connection

1. In Pleo, navigate to Settings
2. Click Accounting
3. Search for Visma.net
4. Select the Visma.net integration and click Continue
5. Click Connect
6. Select the company you'd like to connect to
7. Accept the connection

Configuration

Accounts configurations

1. In Pleo, go to Settings 
2. Click Accounting 
3. Select Setup 
4. Map the accounts created in the previous step

Export configurations

• Transfer Attachment to Visma Net:
  • Enable, if you want to transfer the receipts and other expense attachments to Visma Net.
• One Journal Transaction Per Export:
  • Enable, if you want to get all exported expenses into a single journal entry instead of multiple journal entries.
  • If disabled, every expense will be booked into a separate dedicated journal entry.
• Card expenses as Purchase Invoices:
  • Enable, if you want, Expenses to be created as purchase invoices instead of journal entries.
• Auto Release Purchase Invoices:
  • Only relevant if you have turned Card expenses as Purchase Invoices ON.
  • Enable, if you want purchase invoices to be auto-released by the integration.
• Purchase Invoices Payment Method:
  • Only relevant if you have turned on Card expenses as Purchase Invoices.
  • Represents the payment method to be used when the integration creates purchase invoices in Visma Net.
  • It is important to set it so that the invoice does not get paid twice.

Tags and Tag groups

1. In Pleo, go to Settings 
2. Click Accounting 
3. Select Tags 
4. Select the Dimensions from Visma.net that you want to synchronise with Tags in Pleo

Categories

Learn how to create your categories, and once created, you can follow these steps: 

1. In Pleo, go to Settings 
2. Click Accounting 
3. Access Categories 
4. For every category:
   • Select the account number
   • Add a Defaults Tax Code from the dropdown
5. Click Save Settings

Export an expense

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