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  • The specific company has synchronised the list of vendors existing in their ERP/accounting system with their Pleo account. For more information, see Vendors API.
  • The integration supports the capability of vendor tagging. If yes, vendorBasedBookkeeping is set to True in the POST Create a new export job endpoint.

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Vendor Tagging Enabled for Specific Expenses

You can tag vendors in an export item, when the expense belongs to any of the following types:
  • card_purchase
  • fee
  • chargeback
  • refund
  • cashback
  • invoice
  • invoice_payment
  • overdraft

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Vendor Tagging | Mandatory or Optional

Based on what the bookkeeping method is, tagging vendors in an export item is either mandatory or optional:
  • If the bookkeeping method is accounts_payable, tagging vendors in an export item is mandatory — this helps to bookkeep the expense in the correct vendor account as maintained in the external ERP/accounting system. If vendorBasedBookkeeping is enabled, the GET Get Export Items endpoint includes vendor and bookkeeping data points.
  • If the bookkeeping method is journal, tagging vendors in an export item is optional.