Concepts
Foundational concepts that shape how expenses are classified and how Vendors work in Pleo, before you get into exports and imports.
Classifying Expenses: Tags, Categories, and Tax Codes
How the three import syncs fit together to produce what a spender sees on an expense.
Supplier vs Vendor
The difference between a Supplier and a Vendor in Pleo, and how creating a Vendor via the API affects the Web App and export behaviour.
Vendor Creation vs Vendor Sync
Compare Pleo’s two Vendor flows, Vendor Creation and Vendor Sync, and find the right docs for each.
Exports
Expenses
How expense data moves from Pleo into your Accounting System, from the export lifecycle through to accounts mapping, data mapping, attachments, and posting behaviour.Export Lifecycle
The end-to-end sequence for exporting expenses from Pleo to an Accounting System.
Accounts Mapping
How General Ledger accounts are selected once the bookkeeping method is resolved.
Data Mapping
How Pleo expense data is translated into Accounting System fields for accurate, reconcilable exports.
Attachments
What attachment data, such as receipts, is available and supported on Export Items.
Accounting Periods
Why accounting period determination and closed-period handling must be implemented within your integration.
Posting Behaviour
Why draft versus final posting state must be implemented within your integration.
Bookkeeping Methods
The bookkeeping methods Pleo supports for recording exported expenses, and how each Export Item’s configuration determines its behaviour.Bookkeeping Methods Overview
The bookkeeping methods Pleo supports, and the configuration that determines which one applies.
Journal Entry Bookkeeping
How expenses exported from Pleo are represented as journal entries in an Accounting System.
Accounts Payable Bookkeeping
How vendor liabilities, payments, invoices, refunds, and split expenses are represented using Accounts Payable.
Vendors
How new vendors added directly in Pleo are created in the Accounting System.
Vendor Creation Overview
How new vendors added directly in Pleo are created in the Accounting System.
Imports
How Tags, Chart of Accounts, Tax Codes, and Vendors stay synchronised from your Accounting System into Pleo, ready to assign to expenses.
Tags Sync Overview
How Accounting System Dimensions map into Pleo Tags, and what your integration is responsible for building.
Chart of Accounts Sync Overview
How your Chart of Accounts maps into Pleo Accounts, and what your integration is responsible for building.
Tax Sync Overview
How Tax Codes map into Pleo Tax Codes, and what your integration is responsible for building.
Vendor Sync Overview
How vendors from the Accounting System are kept up to date in Pleo, ready to tag on expenses and invoices.
Multi-Entity and User Roles
How Pleo represents companies and user permissions, and how both affect API access and integration behaviour.
Multi-Entity & API Scope
How Pleo represents organisations with multiple legal entities, and how API access is scoped to a single company.
Employees and Roles
The user roles in Pleo, and how role-based permissions affect approvals, bookkeeping, and integrations.