Configuring Customer Account in Pleo
For correct representation of accounting data and successful export to any ERP/accounting system, you must set up a few configurations in Pleo.
Note: If there are specific configurations relevant to a certain accounting system, you must configure them during the integration set up.
Configuring Accounting Settings
After the integration with an ERP/accounting system is complete, set up the following configurations in the specific order mentioned:
Updated 17 days ago