How to book Pleo account transfers in Exact Online

  1. In Exact Online, find the Pleo transfer from your Bank
  2. Click Create Allocation Rule (“Aanmaken: Toewijzingsregel”)
  3. Under Criteria, add keywords to identify it’s actually a Pleo Account top-up
  4. Under Toewijzen, select the Account (“Grootboekrekening”) against which the transfer should be recorded in Exact Online
  5. Exact Online will automatically book your Pleo top-ups & unload against the correct Accounts in Exact Online

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