These data points can be used to set up your custom export files. Data points are divided into different categories:
- Accountability
- Bookkeeping
- Expense details
- Receipts
- Reviews
- Suppliers & Merchants
- Taxes
- Transaction details
Accountability data points
Name | Explanation |
Employee name | Name of the cardholder of an expense |
Employee code | Code of the cardholder - assigned in the People page |
User email | Email address of user |
Team name | Team added to the transaction |
Team code | Team code of the added team |
Category name | Name of the category assigned to the expense |
Just a couple of tags - Tag | Tags assigned to the expense |
Bookkeeping data points
Name | Explanation |
Contra account | Pleo account number in the accounting system |
Account number | Code from the accounting system connected to the category |
Balance | Wallet balance |
Reimbursement date | Date the reimbursement was registered/triggered |
Static value | Add a static value to every transaction |
Credit | Amount that was credited to your account |
Debit | Amount that was debited to your account |
Credit/debit indicator | Indicates if a transaction is regular expense/debit or a refund/credit |
Expense details data points
Name | Explanation |
Expense type | Clarity in the expense type: Expense, out-of-pocket expense etc. |
Expense ID | Unique ID for every expense - assigned by Pleo |
Invoice number | Unique Id for every invoice |
Invoice date | Date the invoice was added to Pleo |
Invoice due date | Due date of the invoice |
Payment status | Payment status of an invoice |
Note | Note added by employee when reporting the expense |
Attendees | Attendees added to the expense |
Receipts data points
Name | Explanation |
Receipt Number | Unique Receipt ID - assigned by Pleo |
Receipt file | File name of exported receipts |
Receipt URLs | URL that allows admins to download the receipt |
Reviews data points
Name | Explanation |
Review status | Status assigned to expense by admins or reviewers - "OK", "Needs more details" or "Not Okay" |
Review note | Note written by reviewer if the expense was not approved |
Reviewer name | Name of the expense reviewer |
Suppliers & Merchants data points
Name | Explanation |
Merchant name | Name of the merchant where the purchase was made |
Merchant country code | Country the merchant is registered |
Supplier account | Default supplier code or if assigned supplier code listed on the invoice |
Supplier Tax Number | Unique tax number of the supplier |
Taxes data points
Name | Explanation |
Tax code | Tax code from the accounting system |
Tax rate | Tax rate |
Tax ID | Tax ID |
Tax percentage | Tax rate percentage |
Tax amount | Tax amount - calculated by Pleo based on the tax rate |
Transaction details data points
Name | Explanation |
Settled date | Date when transaction was fullt processed/settled |
Settled amount | Final transaction amount |
Settled currency | Final transaction currency |
Authorised date | Date when transaction was made |
Authorised amount | Amount authorised at time of transaction |
Authorised currency | Currency of the authorisation amount |
Gross amount | Transaction amount before taxes |
Net amount | Transaction amount after taxes |
Invoice paid date | Date the invoice got paid |
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