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Tags, Categories, and Tax Codes are the three pieces of accounting metadata a spender interacts with when they submit an expense in Pleo. Each piece is kept up to date by a different import sync, but they all come together on the same expense:
  • Tags Sync brings in Accounting Dimensions and Values as Tag Groups and Tags, which spenders can assign to an expense
  • Chart of Accounts Sync brings in accounts, which bookkeepers map to Categories that spenders select on an expense
  • Tax Sync brings in Tax Codes, which bookkeepers set as the default on a Category so the correct tax code is auto-selected when a spender picks that Category
Each sync adds one puzzle piece. None of them alone is the full picture, but together they determine how an expense is classified before it is exported back to the Accounting System.

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How the Pieces Fit Together

  1. Tags Sync and Chart of Accounts Sync and Tax Sync each run independently, bringing their respective data into Pleo from the Accounting System
  2. A bookkeeper maps synced accounts to Categories, and sets a default Tax Code on each Category, in the Pleo Web App
  3. When a spender submits an expense, they select a Category and can assign Tags; the Category’s default Tax Code is auto-selected
  4. The bookkeeper confirms or overrides these before the expense is exported back to the Accounting System with its Category, Tax Code, and Tags attached

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The Three Import Syncs

Tags Sync

Syncs Accounting Dimensions and Values into Pleo as Tag Groups and Tags, which spenders assign to expenses.

Chart of Accounts Sync

Syncs the Chart of Accounts into Pleo, which bookkeepers map to Categories that spenders select.

Tax Sync

Syncs Tax Codes into Pleo, which bookkeepers set as the default on a Category.

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Configuring Tags, Categories and Tax Codes

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Syncing These with Your Custom Integration

If you’re building a custom integration, the how-to articles cover the implementation-level detail: curl requests, pseudo code, and screenshots showing how the resulting changes appear in the Pleo Web App.

Imports How-to Articles

Step-by-step how-to articles for syncing Tags, Chart of Accounts, and Tax Codes.

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Configuring These Without a Custom Integration

Tags, Categories, and Tax Codes can all be set up manually in the Pleo Web App if you don’t need a custom sync:

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Exporting the Expense to Your AS

Once an expense carries a Category, Tax Code, and Tags, it is ready to be exported to the Accounting System.

Exporting With a Custom Integration

Understand the end-to-end lifecycle of exporting an expense: job creation, detection, validation, per-item processing, and status updates.

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Exporting Without a Custom Integration

If you don’t need a custom export integration, expenses can be exported manually from the Pleo Web App: