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.

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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:

1. Tax Codes: For more information on tax codes, see here.

2. Categories: For more information on categories, see here.

3. Tags: For more information on tags, see here.