Upgrade to Business Central integration v2

Overview

If you don’t have the SUPER permission, ask a Business Central SUPER user to:

1. Install the integration for you
2. Assign PLEOINTADMIN to your user account 
   • Write PLEOINTADMIN in the User Permission Sets section 
   • Keep the Company field empty to enable this permission set on all companies in Business Central (recommended for multi-company setups)
3. Grant PLEOINTADMIN to all other relevant users who will use the integration

Installation

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

   Note: Make sure this matches the environment used for your existing integration.

5. Click Install

6. Once installed, the Integration Setup page opens in the same tab

Connection

Configuration

In this step, you’ll use the Assisted Setup in Business Central to configure your accounts. The settings file you downloaded earlier contains your existing data, and any new settings needed for the upgrade will be completed during this step.

1. In Business Central, open Pleo integration setup
2. Locate the Pleo integration Assisted Setup
3. Click Next to proceed

1. Accounting setup

• Expense Journal
  • Assign the Expense Journal from the downloaded accounting settings file to the Expense Template and Batch
• Pleo Wallet (Contra) Account
  • Assign Pleo Wallet (Contra) Account from downloaded accounting settings
  • Alternatively, if you want to have Pleo Wallet as a Bank Account:
    • Select Bank Account as Type
    • Create and map a new Bank Account directed in the Assisted Setup screen
• Pleo Out-of-pocket & External Reimbursements Accounts
  • Assign accounts from downloaded accounting settings (if available)
• Default Vendor Account
  • Create and map a new Vendor account directed in the Assisted Setup screen

2. Dimensions, Pleo Teams and Chart of Accounts

1. Select the dimensions you want to synchronise 
2. Click Sync With Pleo
3. Link Pleo Teams to a Dimension (optional)
   • Select a Dimension you want to link to Pleo Teams
   • Follow the additional steps to complete the setup
4. Click Sync With Pleo to synchronise Business Central Chart of Accounts with Pleo

3. Contra Account, Tax Codes & Categories

1. In Pleo, navigate to Settings
2. Click Accounting
3. Access Contra Accounts
4. Assign the Contra Account in Pleo following the instructions in Assisted Setup
5. Once complete, access Categories 
6. For each category
   • Select the account for each category
   • Choose a tax code from the dropdown
7. In Business Central, close the Assisted Setup 
8. Complete the configuration

4. Advanced settings

Learn more about advanced settings for the integration, such as tag visibility, vendor and invoice management.

Export an expense