Set up the Business Central integration v2

Overview

• Integration Type - app installed inside Business Central
• Cloud, On-Premises & Partner-Hosted Business Central is supported (version 24 and higher)
• Export
  • Pleo expenses can be exported into Business Central as Journal entries and Purchase Invoices
  • Exporting of card expenses, invoices, out-of-pocket, mileage, reimbursements, personal spend and any other expense is supported
  • Expense attachments (receipts) are transferred together with the expense data
• Tags Sync
  • Import and sync Dimensions from Business Central with Tags in Pleo 
  • Select which Dimension Values you want to see as Tags in their Pleo
• Tax Sync
  • Import and sync VAT Setups from Business Central with Tax Codes in Pleo
  • Select VAT Setups you want to see as Tax Codes in Pleo
  • Import and sync Projects & Tasks from Business Central with Tags in Pleo
• Chart of Accounts Sync
  • Import and synchronise GL & Bank Accounts from Business Central with Pleo 
• Vendor Tagging
  • Synchronise Vendors between Pleo and Business Central
  • Book exported expenses on actual Vendors in Business Central
• Other
  • Multi-Entity Support - easily connect each Pleo entity to a separate company in Business Central
  • Closed Accounts Period Bookkeeping- export expenses belonging to closed accounting periods
  • Multi-Currency - enable multi-currency in Pleo and export expenses paid in different currencies
  • Representation – export representation expenses with attendee data

Installation

Installation for Cloud Business Central

1. Go to the Pleo app in Microsoft AppSource
2. Click Get it Now
3. Use your Business Central credentials to sign in (if required)
4. Select the Business Central environment into which you want to install the app
5. Follow the on-screen instructions

Installation for On-premises or Partner-hosted Business Central

The integration uses object range 50170–50199 - follow the steps to check object range availability and request the integration package from Pleo:

1. Access the All Objects page by tapping “all objects” in the search
2. Apply Filter by Object ID and insert 50170..50199 into the filter field
3. Check whether 50170_50199 object range is available in your Business Central
   
   • If you see “There is nothing to show in this view”, the object range is available - request the BC integration app package from your Pleo contact or Support, mentioning that the object range is fully available.
   • If any object within this range is already in use, reach out to your Pleo contact or Support and specify that all objects are already in use, so we can assign a new range and adjust your integration package.
4. Install the package into your Business Central via Extension Management

Connection

Configuration

Assisted Setup

1. After connecting the integration, the Pleo Assisted Setup pop up will open automatically in Business Central.
2. Follow the guided setup to configure:
   • Journals
   • Accounts
   • Tags sync
   • Contra accounts in Pleo
   • Categories in Pleo
3. Complete every step in the Assisted Setup.

Tax Codes & tags

Set up tax codes (optional)

1. In Business Central, go to Pleo Integration Setup

2. Access Tax Codes Setup
3. To not import certain VAT Setups as Tax Codes in Pleo, un-click the Show in Pleo checkbox and click Sync With Pleo 

Set up Tags (optional)

• To link Dimension to existing Tag Groups
  1. In Business Central, go to Pleo Integration Setup
  2. Click Tags Setup
  3. Add the Dimensions from Business Central you want to sync with Pleo
     • The Dimensions which already exist as active Tag Groups are automatically pre-selected
       
  4. Select a Dimension 
  5. Click OK
  6. Click Sync With Pleo

• To edit the Dimension values synced to Pleo
  1. Next to the dimension field, click on the three dots icon
     
  2. Uncheck Show in Pleo for Dimension Values you do NOT want to have in Pleo as Tags
  3. Click Sync With Pleo 

Synchronise BC Projects with Pleo (optional)

• You can sync Projects and Project Tasks into Pleo as Tags. 
• This means you and your employees can assign project data to expenses in Pleo and have the matching Project, Task, and optional Project Line Type recorded automatically in Business Central during export.
• Follow Projects sync for Business Central V2 to get set up. 

Vendor Tagging

Learn how to activate Vendor tagging in Pleo.

Categories

Learn how to create your categories, and once created, you can follow these steps:

1. In Pleo, go to Settings 
2. Click Accounting 
3. Select Categories 
4. For each category
   • Select the relevant Account Number
   • Choose a tax code from the dropdown

Export an expense