Overview

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Important Terminologies

Here are a few terminologies to understand tags, especially in the context of Pleo:

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Characteristics of Tags Managed in Pleo

• Pleo assigns IDs to tag groups and tags for correct identification.
• If you are using an ERP/accounting system that supports the tags capability, then for synchronisation of tags between the external ERP/accounting system and Pleo, the integration would send requests to the Tags API endpoints.
• If the external ERP/accounting system does not support inherent tags capability, then you can create custom spreadsheets in CSV format for export of tags from Pleo to the ERP/accounting system.
• You can assign a maximum of five tags to an accounting entry. An accounting entry might have tags related to projects, office locations, internal company structure.
• A user can only see non-archived tag groups.

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How are Tags Different from Accounts and Categories?

Accounts and categories represent chart of accounts, where each accounting entry is allocated a specific category; this is helpful in comprehensive financial reporting and analysis. For example, accounting entries could be allocated different categories — card purchase, refund, per diem, and out-of-pocket expenses. For more information on different categories of accounting entries, see Expense Types. Whereas, tags imply cost centres that are helpful in associating each expense with a cost object, like attributing an expense to a departmental cost or the expense was incurred as part of a budget reserved for specific project initiatives.

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Tag Groups Object

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Tags Object