How to set up Vendor tagging in Pleo with Business Central v2

1. In Business Central, access Pleo Integration Setup
2. Under more options, click Actions 
3. Click Sync Vendors Now
4. Navigate to Accounts Setup 
5. Create and set the Default Vendor Account 
6. Go to Configurations 
7. Set the Default Vendor Template 
   Note: Create a new Vendor template or map an existing one
8. In Pleo, navigate to Settings
9. Click Accounting
10. Select Activate vendor tagging 
11. Set the Generic vendor
    Note: It should match the Default Vendor Account vendor set for the integration under Accounts Setup

How to record vendors for other expense types

By default, vendors are only recorded in Business Central for Pleo invoices. If you'd like to record vendors for other expense types, open Pleo Integration Setup. 

• For card expenses: under Configurations, enable Record Vendor on Card Expenses
• For out-of-pocket expenses and reimbursements:
  1. Set Pleo Out-of-pocket Account Type to Vendor
  2. Create a default vendor for pocket expenses
  3. Map this vendor to the Pleo Out-of-pocket Account

How to assign a vendor to an expense

1. In Pleo, navigate to Export 
2. Click on an expense 
3. In the Vendor field, select the desired vendor 
4. If the desired vendor is missing, click New Vendor and create it
5. In Business Central, open Pleo Integration Setup
6. Under Actions, click Sync Vendors Now 
7. Export the expense

Learn more about Vendor tagging in Pleo.