Setting up the Inventio integration

We are excited to offer an integration with Inventio to ensure all your transactions end up in the right place in your accounting.

Connect Inventio and Pleo

• Click on Settings

• Select Accounting

• Select Inventio from the available options

• First, log into Inventio through the smartpanel
  
  

• Click on the SMARTalias in the menu

• Copy the Ref-id
  
  

The Inventio integration is now activate and ready to use.

Other important settings

• How to set up your categories

• How to set up your tax codes

• How to set up your tags (cost centers and projects)

• How to export expenses from Pleo

• How to use Reimbursements with your accounting

• How to use Mileage