Advanced Settings for Business Central integration v2

• Link Business Central Dimension to Pleo Teams
• Disable / Enable Purchase Invoices
• Invoice & Invoice Payment Journals
• Posting Date as Export Date
• Attachments
• Ignore Wallet Topups / External Reimbursements

Link Business Central Dimension to Pleo Teams

Learn how to link Pleo Teams to a Dimension from Business Central to automatically assign dimension values to expenses based on the team selected. 

Disable / Enable Purchase Invoices

If you prefer to have all your Pleo expenses recorded as journal entries, you can disable Purchase Invoices for the integration:

1. In Business Central, open Pleo Integration Setup
2. Access the Advanced section
3. Set Purchase Invoices switch:
   • If enabled (default), invoices and all other expenses booked on a Vendor will be recorded as Purchase Invoices in Business Central
   • If disabled, all expenses (inc. invoices) will be recorded in Business Central as Journal entries

Invoice and Invoice Payment Journals

If you disabled Purchase Invoices for the integration, you can set up dedicated journals to separately record invoice and payment journal entries:

1. In Business Central, open Pleo Integration Setup
2. Click Show more 
3. Set the Invoice Journal
   • Used for recording invoices and card/out-of-pocket expenses booked on a vendor.
   • Template: Purchase is recommended
4. Set the Invoice Payment Journal
   • Used for recording payment entries and reimbursements booked on a vendor.
   • Template: Payments is recommended

Export Date As Posting Date

Learn how to have posting date as export date for your Pleo expenses in Business Central.

Attachments

By default, expense attachments are transferred to Business Central together with exported expenses. To disable exporting of attachments:

1. In Business Central, open Pleo Integration Setup
2. Access the Advanced section
3. Disable the Attachments toggle

Ignore Wallet Topups / External Reimbursements

If your bank feed already imports Pleo top-ups or external reimbursements, you can deactivate exporting these from Pleo to avoid duplicates in Business Central:

1. In Business Central, open Pleo Integration Setup
2. Access the Advanced section
3. Disable the Ignore Wallet Topups and/or Ignore External Reimbursements toggle(s)