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Pleo does not control or configure posting behaviour. Each export provides the necessary expense data, and the integration must decide whether entries are created as draft or finalised in the connected Accounting System.

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Core Principle

Pleo provides:
  • Expense data for export
The integration is responsible for:
  • Determining posting state (draft or final)
  • Mapping to Accounting System posting capabilities
  • Applying any business rules related to posting

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Posting Modes

Most Accounting Systems support different posting states. The integration may choose to create:

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Draft Posting

Entries are created as editable records. Typical characteristics:
  • Entries can be reviewed and adjusted
  • Changes can be made before final posting
  • Often used to reduce risk before committing financial impact

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Finalised Posting

Entries are created as fully posted records. Typical characteristics:
  • Entries are non-editable
  • Posting is considered complete
  • Financial impact occurs immediately

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Posting Decision

The integration determines posting behaviour based on:
  • Integration design choices
  • Customer requirements
  • Accounting System capabilities
Pleo does not provide or enforce a posting preference.

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Platform Behaviour

  • No posting state is defined or enforced by Pleo
  • No configuration for posting behaviour exists in Pleo
  • Pleo does not validate Accounting System posting rules
  • Final posting behaviour is determined during integration execution

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What Comes Next?